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Pegasystems
PEGA

Overview Fund Activity

228 hedge funds and large institutions have $3.95B invested in Pegasystems in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
4.69%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.29%
New
50
Increased
84
Reduced
68
Closed
33
Calls
$9.95M
Puts
$6.76M
Net Calls
+$3.18M
Net Calls Change
+$3.14M

Top Buyers

1
BCM
Bares Capital Management
Texas
$477M
2
Invesco
Invesco
Georgia
$146M
3
CCM
Cadian Capital Management
New York
$158M
4
PIMC
Praesidium Investment Management Company
New York
$71.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.8M

Top Sellers

1
LCG
Luxor Capital Group
New York
$294M
2
SI
SQN Investors
California
$76.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$46.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
$73M
5
Millennium Management
Millennium Management
New York
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
201
Lenox Wealth Advisors
New York
$25K +$25K +500 New
HNB
202
Huntington National Bank
Ohio
$24K – – –
PA
203
Procyon Advisors
Connecticut
$24K – – –
AW
204
Alpha Windward
Massachusetts
$22K +$22K +442 New
KFS
205
Kelly Financial Services
Massachusetts
$20.2K – – –
ME
206
McIlrath & Eck
Washington
$18K – – –
VAIA
207
Virtus Alternative Investment Advisers
Connecticut
$16K -$15.3K -296 -49%
FHA
208
Flagship Harbor Advisors
Massachusetts
$16K -$96 -2 -0.6%
RE
209
RBC Europe
United Kingdom
$15.7K – – –
HFA
210
HC Financial Advisors
California
$15K – – –
CIA
211
CSat Investment Advisory
Michigan
$10K -$12.7K -260 -56%
AWA
212
Arkadios Wealth Advisors
Georgia
$9.93K – – –
CCA
213
Column Capital Advisors
Indiana
$8K – – –
APA
214
American Portfolios Advisors
New York
$7.49K – – –
LC
215
Lindbrook Capital
California
$7K +$7K +136 New
SFS
216
Sowell Financial Services
Arkansas
$6K +$1.93K +38 +48%
EI
217
Ellevest Inc
New York
$6K +$5.13K +94 +588%
HPC
218
HM Payson & Co
Maine
$5K -$3K -60 -38%
PFP
219
Pinnacle Financial Partners
Tennessee
$5K – – –
IFAM
220
Institutional & Family Asset Management
Colorado
$4K +$200 +4 +5%
CFGS
221
Concourse Financial Group Securities
Alabama
$4K +$4K +82 New
BCA
222
Berman Capital Advisors
Georgia
$4K +$4K +96 New
CAW
223
Cornerstone Advisors (Washington)
Washington
$3K -$353 -8 -11%
VFA
224
Valeo Financial Advisors
Indiana
$3K – – –
GWS
225
Glassman Wealth Services
Virginia
$2K +$1.3K +26 +186%
7 8
9
10 11