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Pegasystems
PEGA

Overview Fund Activity

213 hedge funds and large institutions have $1.83B invested in Pegasystems in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 83 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-37
Holders Change %
-14.8%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
30
Increased
77
Reduced
83
Closed
64
Calls
$28.5M
Puts
$4.08M
Net Calls
+$24.4M
Net Calls Change
-$6.63M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$161M
2
TGA
TPG GP A
Texas
$117M
3
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$198M
5
EC
Eminence Capital
New York
$59.2M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$0
2
PIMC
Praesidium Investment Management Company
New York
$31.1M
3
EAM
Eagle Asset Management
Florida
$0
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
5
Lazard Asset Management
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
201
UMB Bank
Missouri
$3K – – –
BIA
202
Bell Investment Advisors
California
$3K +$3K +112 New
TCWM
203
Total Clarity Wealth Management
Illinois
$3K +$3K +140 New
CWP
204
Concord Wealth Partners
Virginia
$2K -$1.26K -48 -39%
HPC
205
HM Payson & Co
Maine
$2K – – –
IA
206
IFP Advisors
Florida
$2K – – –
MTIC
207
Missouri Trust & Investment Company
Missouri
$2K – – –
LC
208
Lindbrook Capital
California
$1K -$31.6K -1,898 -97%
AAP
209
Arax Advisory Partners
Colorado
$1K -$2.09K -46 -68%
BTI
210
Blue Trust Inc
Georgia
$1K +$1K +14 New
DFCM
211
Dark Forest Capital Management
Puerto Rico
$1K +$1K +28 New
CAL
212
Capital Advisors Ltd
Ohio
$1K +$821 +46 +460%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$376 -$87 -3,356 -19%
SCA
214
Southpoint Capital Advisors
New York
– -$64.5M -1,600,000 Closed
EAM
215
Eagle Asset Management
Florida
– -$35.6M -882,576 Closed
Westfield Capital Management
216
Westfield Capital Management
Massachusetts
– -$32.5M -804,770 Closed
Lazard Asset Management
217
Lazard Asset Management
New York
– -$25M -620,046 Closed
HRCM
218
Hawk Ridge Capital Management
California
– -$8.93M -221,400 Closed
ER
219
EVR Research
Virginia
– -$6.21M -154,000 Closed
Aberdeen Group
220
Aberdeen Group
United Kingdom
– -$6.12M -151,726 Closed
Comerica Bank
221
Comerica Bank
Texas
– -$4.8M -128,880 Closed
Two Sigma Investments
222
Two Sigma Investments
New York
– -$4.06M -100,666 Closed
RHJA
223
Rice Hall James & Associates
California
– -$3.8M -94,320 Closed
Point72 Asset Management
224
Point72 Asset Management
Connecticut
– -$2.66M -65,922 Closed
Twin Tree Management
225
Twin Tree Management
Texas
– -$2.55M -63,306 Closed
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