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Pegasystems
PEGA

Overview Fund Activity

243 hedge funds and large institutions have $5.42B invested in Pegasystems in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-12
Holders Change %
-4.71%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
33
Increased
88
Reduced
79
Closed
45
Calls
$7.34M
Puts
$22.5M
Net Calls
-$15.1M
Net Calls Change
-$27.4M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$139M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.6M
3
LWCA
Locust Wood Capital Advisers
New York
$51.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$178M
5
Capital Research Global Investors
Capital Research Global Investors
California
$130M

Top Sellers

1
LCG
Luxor Capital Group
New York
$479M
2
CCM
Cadian Capital Management
New York
$0
3
DCM
Dorsal Capital Management
California
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$5.84M
5
EAM
Eagle Asset Management
Florida
$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAAM
201
Guinness Atkinson Asset Management
California
$92K – – –
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$90K +$1.39K +20 +2%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$85K +$14.2K +204 +20%
S
204
SignatureFD
Georgia
$74K -$1.11K -16 -1%
EVM
205
Eaton Vance Management
Massachusetts
$71K -$5.87K -84 -8%
FHA
206
First Horizon Advisors
Tennessee
$66K – – –
PA
207
Parallel Advisors
California
$63K +$555 +8 +0.9%
SPIA
208
Steward Partners Investment Advisory
New York
$42K – – –
Fidelity International
209
Fidelity International
Bermuda
$36K +$36K +512 New
PCG
210
Private Capital Group
Connecticut
$34K – – –
CTC
211
Central Trust Company
Missouri
$33K +$33K +476 New
TRCT
212
Tower Research Capital (TRC)
New York
$25K -$523K -7,406 -95%
ME
213
McIlrath & Eck
Washington
$24K – – –
RE
214
RBC Europe
United Kingdom
$21.6K – – –
HNB
215
Huntington National Bank
Ohio
$21K -$17.3K -246 -45%
HFA
216
HC Financial Advisors
California
$21K – – –
EI
217
Ellevest Inc
New York
$19K – – –
QT
218
Quantbot Technologies
New York
$19K +$19K +278 New
CP
219
Corbenic Partners
Pennsylvania
$16K – – –
TWA
220
TCI Wealth Advisors
Arizona
$16K – – –
LC
221
Lindbrook Capital
California
$14K – – –
AWA
222
Arkadios Wealth Advisors
Georgia
$13K – – –
CCA
223
Column Capital Advisors
Indiana
$11K – – –
APA
224
American Portfolios Advisors
New York
$10.3K – – –
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$8K +$3.06K +42 +62%
7 8
9
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