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Pegasystems
PEGA

Overview Fund Activity

190 hedge funds and large institutions have $1.9B invested in Pegasystems in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+5
Holders Change %
+2.7%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
44
Increased
64
Reduced
60
Closed
37
Calls
$5M
Puts
$1.33M
Net Calls
+$3.67M
Net Calls Change
+$4.86M

Top Buyers

1
CCM
1
Cadian Capital Management
New York
$147M
2
Millennium Management
2
Millennium Management
New York
$24.1M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$191M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$14.7M
5
TGA
5
TPG GP A
Texas
$142M

Top Sellers

1
RP
1
Riverbridge Partners
Minnesota
$0
2
Fidelity International
2
Fidelity International
Bermuda
$38.9M
3
LCG
3
Luxor Capital Group
New York
$157M
4
SRFM
4
Shannon River Fund Management
New York
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
176
Column Capital Advisors
Indiana
$3.73K – – –
RA
177
Rise Advisors
New York
$3.65K – – –
AWM
178
Avior Wealth Management
Nebraska
$3.2K +$3.2K +132 New
CAL
179
Capital Advisors Ltd
Ohio
$3K – – –
TWA
180
TCI Wealth Advisors
Arizona
$2.67K – – –
MTIC
181
Missouri Trust & Investment Company
Missouri
$2.52K – – –
HPC
182
HM Payson & Co
Maine
$2.42K – – –
AAP
183
Arax Advisory Partners
Colorado
$2.28K -$49 -2 -2%
VCM
184
Versant Capital Management
Arizona
$2.18K +$2.18K +90 New
GWS
185
Glassman Wealth Services
Virginia
$1.75K -$969 -40 -36%
SWA
186
Sutton Wealth Advisors
Florida
$1.36K – – –
BAAM
187
Baker Avenue Asset Management
California
$1.26K -$48 -2 -4%
GRP
188
Global Retirement Partners
California
$1.2K +$1.2K +56 New
BWM
189
BerganKDV Wealth Management
Minnesota
$582 – – –
AF
190
Allworth Financial
California
$388 -$534 -22 -58%
RP
191
Riverbridge Partners
Minnesota
– -$46.5M -2,717,596 Closed
SRFM
192
Shannon River Fund Management
New York
– -$15.9M -931,484 Closed
Voloridge Investment Management
193
Voloridge Investment Management
Florida
– -$3.42M -199,978 Closed
TC
194
TwinBeech Capital
New York
– -$2.07M -121,010 Closed
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
– -$2.05M -119,592 Closed
HSBC Holdings
196
HSBC Holdings
United Kingdom
– -$1.64M -96,856 Closed
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
– -$1.43M -83,720 Closed
OAM
198
Oppenheimer Asset Management
New York
– -$1.32M -77,026 Closed
Squarepoint
199
Squarepoint
New York
– -$885K -51,690 Closed
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
– -$880K -51,400 Closed
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