Pegasystems
PEGA
185 hedge funds and large institutions have $1.37B invested in Pegasystems in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 72 reducing their positions, and 25 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
6% more capital invested
Capital invested by funds: $1.29B → $1.37B (+$78.9M)
4% more funds holding
Funds holding: 178 → 185 (+7)
0.62% less ownership
Funds ownership: 97.7% → 97.08% (-0.62%)
21% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 72
71% less call options, than puts
Call options by funds: $482K | Put options by funds: $1.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cadian Capital Management
New York
|
+$39.8M |
| 2 |
SRFM
Shannon River Fund Management
New York
|
+$16.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$13.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$7.35M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
-$39.7M |
| 2 |
LCG
Luxor Capital Group
New York
|
-$20.1M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$6.79M |
| 4 |
BlackRock
New York
|
-$5.08M |
| 5 |
Holocene Advisors
New York
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
2C
201
272 Capital
Dallas,
Texas
| – | -$27K | -1,662 | Closed |
|
|
SOW
202
State of Wyoming
Cheyenne,
Wyoming
| – | -$26K | -1,590 | Closed |
|
|
ST
203
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$11K | -660 | Closed |
|
204
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$3K | -198 | Closed |
|
|
LSA
205
Leonteq Securities AG
Zurich,
Switzerland
| – | -$1.35K | -84 | Closed |
|
|
SSG
206
Summit Securities Group
New York
| – | +$484 | +28 | New |
|
PEGA Hedge Fund Activity: Q4 2022 in Review
185 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2022, worth a combined $1.37B — up 6.1% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PEGA positions and 25 closed out — a net gain of 10 holders — while 57 added to existing stakes and 72 trimmed.
The largest buyer was Cadian Capital Management, adding an estimated $39.8M. The largest seller was Eminence Capital, exiting entirely with an estimated $39.7M sold.
- 185 institutional investors held Pegasystems (PEGA) as of Q4 2022, up from 178 in Q3 2022.
- Funds reported $1.37B of Pegasystems stock for Q4 2022, up 6.1% quarter-over-quarter.
- 35 funds opened new Pegasystems positions in Q4 2022 and 25 closed out, a net change of +10 holders.
- The largest Pegasystems buyer in Q4 2022 was Cadian Capital Management, an estimated $39.8M added.
- The largest Pegasystems seller in Q4 2022 was Eminence Capital, an estimated $39.7M sold.
Based on aggregated 13F filings for Q4 2022.