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Pegasystems
PEGA

Overview Fund Activity

259 hedge funds and large institutions have $4.71B invested in Pegasystems in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+31
Holders Change %
+13.6%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
54
Increased
72
Reduced
96
Closed
23
Calls
$7.31M
Puts
$13.1M
Net Calls
-$5.75M
Net Calls Change
-$8.93M

Top Buyers

1
Invesco
1
Invesco
Georgia
$228M
2
PIMC
2
Praesidium Investment Management Company
New York
$128M
3
EC
3
Eminence Capital
New York
$36.2M
4
CCM
4
Cadian Capital Management
New York
$218M
5
DCM
5
Dorsal Capital Management
California
$121M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$161M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$25.5M
4
FAM
4
Foxhaven Asset Management
Virginia
$105M
5
CTA
5
Carillon Tower Advisers
Florida
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
Carroll Financial Associates
North Carolina
$195K – – –
FMT
202
First Mercantile Trust
Tennessee
$190K +$48.6K +782 +34%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$189K -$20.3K -336 -10%
TPCW
204
TD Private Client Wealth
New York
$176K +$176K +2,904 New
AIG
205
American International Group
New York
$119K -$5.11K -84 -4%
HFM
206
Harvest Fund Management
China
$79K +$79K +1,262 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$77K – – –
AS
208
Altshuler Shaham
Israel
$74K +$21.9K +360 +42%
Simplex Trading
209
Simplex Trading
Illinois
$70K -$712K -11,776 -91%
Asset Management One
210
Asset Management One
Japan
$70K -$16.2K -268 -19%
S
211
SignatureFD
Georgia
$66K +$1.34K +22 +2%
FHA
212
First Horizon Advisors
Tennessee
$57K +$120 +2 +0.2%
PA
213
Parallel Advisors
California
$52K -$1.2K -20 -2%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$47K +$123 +2 +0.3%
SPIA
215
Steward Partners Investment Advisory
New York
$36K – – –
HNB
216
Huntington National Bank
Ohio
$36K +$7.76K +128 +27%
PCG
217
Private Capital Group
Connecticut
$30K -$1.6K -26 -5%
KFS
218
Kelly Financial Services
Massachusetts
$24.2K – – –
RWA
219
Ropes Wealth Advisors
Massachusetts
$24K +$24K +402 New
ME
220
McIlrath & Eck
Washington
$21K – – –
FHA
221
Flagship Harbor Advisors
Massachusetts
$21K +$1.19K +20 +6%
AIL
222
AGF Investments LLC
Ontario, Canada
$21K +$21K +354 New
RE
223
RBC Europe
United Kingdom
$18.8K – – –
HFA
224
HC Financial Advisors
California
$18K – – –
FC
225
FORA Capital
Florida
$17K -$177K -2,870 -91%
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9
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