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Pegasystems
PEGA

Overview Fund Activity

264 hedge funds and large institutions have $4.44B invested in Pegasystems in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 29 closing their positions.

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
4.08%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
54
Increased
87
Reduced
76
Closed
29
Calls
$124M
Puts
$9.54M
Net Calls
+$115M
Net Calls Change
+$120M

Top Buyers

1
TGA
1
TPG GP A
Texas
$167M
2
LCG
2
Luxor Capital Group
New York
$504M
3
BlackRock
3
BlackRock
New York
$223M
4
BAMCO Inc
4
BAMCO Inc
New York
$158M
5
Jane Street
5
Jane Street
New York
$15.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$97M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$18.3M
3
SRFM
3
Shannon River Fund Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$39.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.16M
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
201
TD Private Client Wealth
New York
$124K 1,112 – –
STCOSD
202
Sageworth Trust Company of South Dakota
South Dakota
$122K 1,095 +1,095 New
SWM
203
Spire Wealth Management
Virginia
$117K 1,049 – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$93K 829 +192 +30%
CFGS
205
Concourse Financial Group Securities
Alabama
$87K 782 -85 -10%
AIG
206
American International Group
New York
$85K 756 -25 -3%
PA
207
Parallel Advisors
California
$81K 723 +250 +53%
GAAM
208
Guinness Atkinson Asset Management
California
$74K 660 – –
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$71K 632 +13 +2%
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$68K 615 +615 New
S
211
SignatureFD
Georgia
$67K 603 +70 +13%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$60K 543 +543 New
C
213
Covestor
United Kingdom
$59K 527 +527 New
EVM
214
Eaton Vance Management
Massachusetts
$57K 508 – –
FHA
215
First Horizon Advisors
Tennessee
$53K 474 – –
PHK
216
Point72 Hong Kong
Hong Kong
$52K 463 -1,774 -79%
ST
217
Sageworth Trust
Pennsylvania
$37K 330 -1,100 -77%
EI
218
Ellevest Inc
New York
$37K 334 +249 +293%
SPIA
219
Steward Partners Investment Advisory
New York
$34K 300 – –
MCM
220
Manchester Capital Management
Vermont
$33K 293 – –
PCG
221
Private Capital Group
Connecticut
$27K 244 – –
CTC
222
Central Trust Company
Missouri
$27K 238 – –
CFA
223
Carroll Financial Associates
North Carolina
$23K 205 -1,402 -87%
KFS
224
Kelly Financial Services
Massachusetts
$22.4K 200 – –
PP
225
PFS Partners
New Jersey
$22.4K 200 +200 New
7 8
9
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