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Pegasystems
PEGA

Overview Fund Activity

250 hedge funds and large institutions have $3.15B invested in Pegasystems in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 56 closing their positions.

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
45
Increased
87
Reduced
83
Closed
56
Calls
$35M
Puts
$3.92M
Net Calls
+$31.1M
Net Calls Change
-$83.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$173M
2
TGA
2
TPG GP A
Texas
$159M
3
SRFM
3
Shannon River Fund Management
New York
$32.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$32M
5
Millennium Management
5
Millennium Management
New York
$25M

Top Sellers

1
FAM
1
Foxhaven Asset Management
Virginia
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$19.1M
4
LWCA
4
Locust Wood Capital Advisers
New York
$0
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$91K 1,126 -3 -0.3%
STCOSD
202
Sageworth Trust Company of South Dakota
South Dakota
$88K 1,095 – –
SWM
203
Spire Wealth Management
Virginia
$85K 1,049 – –
LC
204
Lindbrook Capital
California
$79K 979 -526 -35%
TRCT
205
Tower Research Capital (TRC)
New York
$76K 939 -1,809 -66%
Allspring Global Investments
206
Allspring Global Investments
North Carolina
$74K 925 +310 +50%
AIG
207
American International Group
New York
$61K 755 -1 -0.1%
S
208
SignatureFD
Georgia
$59K 737 +134 +22%
PA
209
Parallel Advisors
California
$53K 660 -63 -9%
GAAM
210
Guinness Atkinson Asset Management
California
$53K 660 – –
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$43K 542 -1 -0.2%
SPIA
212
Steward Partners Investment Advisory
New York
$40K 500 +200 +67%
CFGS
213
Concourse Financial Group Securities
Alabama
$32K 395 -387 -49%
ST
214
Sageworth Trust
Pennsylvania
$27K 330 – –
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$22K 270 +240 +800%
PCG
216
Private Capital Group
Connecticut
$20K 244 – –
CTC
217
Central Trust Company
Missouri
$19K 235 -3 -1%
PP
218
PFS Partners
New Jersey
$16.1K 200 – –
KFS
219
Kelly Financial Services
Massachusetts
$16.1K 200 – –
ME
220
McIlrath & Eck
Washington
$14K 175 – –
EI
221
Ellevest Inc
New York
$12K 146 -188 -56%
MCM
222
Manchester Capital Management
Vermont
$12K 148 -145 -49%
HFA
223
HC Financial Advisors
California
$12K 150 – –
CI Investments Inc
224
CI Investments Inc
Ontario, Canada
$11K 142 -31 -18%
EWA
225
EverSource Wealth Advisors
Alabama
$10K 122 – –
7 8
9
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