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Pegasystems

185 hedge funds and large institutions have $1.37B invested in Pegasystems in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $1.29B → $1.37B (+$78.9M)

4% more funds holding

Funds holding: 178185 (+7)

0.62% less ownership

Funds ownership: 97.7%97.08% (-0.62%)

21% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 72

71% less call options, than puts

Call options by funds: $482K | Put options by funds: $1.67M

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
35
Increased
57
Reduced
72
Closed
25
Calls
$482K
Puts
$1.67M
Net Calls
-$1.19M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$959 +$968 +56 New
BAAM
177
Baker Avenue Asset Management
California
$924 +$934 +54 New
FGAM
178
Financial Gravity Asset Management
Texas
$659 +$1.18K +68 New
AF
179
Allworth Financial
California
$651 -$69 -4 -10%
Dimensional Fund Advisors
180
Dimensional Fund Advisors
Texas
$601 -$229K -13,254 -27%
AWM
181
Accurate Wealth Management
Florida
$503 +$519 +30 New
CPG
182
Cornerstone Planning Group
New Jersey
$496 +$450 +26 New
BWM
183
BerganKDV Wealth Management
Minnesota
$411 +$415 +24 New
EC
184
Eminence Capital
New York
-$39.7M -2,470,768 Closed
Holocene Advisors
185
Holocene Advisors
New York
-$3.08M -191,842 Closed
HGM
186
Highside Global Management
Texas
-$2.53M -157,520 Closed
JF
187
Jump Financial
Illinois
-$2.5M -155,514 Closed
ACM
188
AlphaCrest Capital Management
New York
-$880K -54,748 Closed
IMRF
189
Illinois Municipal Retirement Fund
Illinois
-$700K -43,586 Closed
Man Group
190
Man Group
United Kingdom
-$644K -40,080 Closed
SBH
191
Segall Bryant & Hamill
Illinois
-$641K -39,852 Closed
Nomura Holdings
192
Nomura Holdings
Japan
-$529K -32,800 Closed
Walleye Capital
193
Walleye Capital
New York
-$406K -25,240 Closed
Group One Trading
194
Group One Trading
Illinois
-$385K -22,290 Closed
PI
195
PEAK6 Investments
Illinois
-$305K -18,992 Closed
ECM
196
ExodusPoint Capital Management
New York
-$297K -18,478 Closed
Ensign Peak Advisors
197
Ensign Peak Advisors
Utah
-$292K -18,200 Closed
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
-$222K -13,828 Closed
Macquarie Group
199
Macquarie Group
Australia
-$143K -7,414 Closed
IWA
200
Icon Wealth Advisors
Texas
-$101K -6,302 Closed

PEGA Hedge Fund Activity: Q4 2022 in Review

185 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2022, worth a combined $1.37B — up 6.1% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PEGA positions and 25 closed out — a net gain of 10 holders — while 57 added to existing stakes and 72 trimmed.

The largest buyer was Cadian Capital Management, adding an estimated $39.8M. The largest seller was Eminence Capital, exiting entirely with an estimated $39.7M sold.

  • 185 institutional investors held Pegasystems (PEGA) as of Q4 2022, up from 178 in Q3 2022.
  • Funds reported $1.37B of Pegasystems stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 35 funds opened new Pegasystems positions in Q4 2022 and 25 closed out, a net change of +10 holders.
  • The largest Pegasystems buyer in Q4 2022 was Cadian Capital Management, an estimated $39.8M added.
  • The largest Pegasystems seller in Q4 2022 was Eminence Capital, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2022.