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Pegasystems
PEGA

Overview Fund Activity

238 hedge funds and large institutions have $1.91B invested in Pegasystems in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+48
Holders Change %
+25.26%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
77
Reduced
66
Closed
12
Calls
$4.77M
Puts
$1.71M
Net Calls
+$3.06M
Net Calls Change
+$10.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.4M
3
WP
3
Woodline Partners
California
$20.3M
4
Millennium Management
4
Millennium Management
New York
$13.5M
5
Boston Partners
5
Boston Partners
Massachusetts
$12M

Top Sellers

1
CCM
1
Cadian Capital Management
New York
$72.2M
2
LCG
2
Luxor Capital Group
New York
$61.8M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$1.74M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
TGA
5
TPG GP A
Texas
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
201
Quarry LP
New York
$29.2K +$29.2K +1,196 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$25.9K +$17.8K +728 +219%
HT
203
Headlands Technologies
Illinois
$25.9K +$25.9K +1,060 New
QCG
204
Quadrant Capital Group
Ohio
$24.8K +$11K +452 +80%
SWM
205
Spire Wealth Management
Virginia
$23.8K – – –
UB
206
UMB Bank
Missouri
$14.9K – – –
Robeco Institutional Asset Management
207
Robeco Institutional Asset Management
Netherlands
$13.6K +$13.6K +556 New
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$11K +$11K +448 New
PP
209
PFS Partners
New Jersey
$9.77K – – –
KFS
210
Kelly Financial Services
Massachusetts
$9.77K – – –
LC
211
Lindbrook Capital
California
$9.72K -$3.62K -148 -27%
EWA
212
EverSource Wealth Advisors
Alabama
$8.16K +$1.22K +50 +18%
C
213
Covestor
United Kingdom
$8K +$48 +2 +0.6%
Simplex Trading
214
Simplex Trading
Illinois
$6K +$6K +280 New
AP
215
Aspect Partners
Virginia
$5.33K +$5.33K +218 New
TCWA
216
Turtle Creek Wealth Advisors
Texas
$5.28K +$5.28K +216 New
HCP
217
Hexagon Capital Partners
Arkansas
$4.74K +$4.74K +194 New
BIA
218
Bell Investment Advisors
California
$3.76K – – –
CAL
219
Capital Advisors Ltd
Ohio
$3K – – –
GWS
220
Glassman Wealth Services
Virginia
$2.74K – – –
MTIC
221
Missouri Trust & Investment Company
Missouri
$2.54K – – –
HPC
222
HM Payson & Co
Maine
$2.44K – – –
CTWM
223
Cherry Tree Wealth Management
Minnesota
$2.35K – – –
CA
224
Crewe Advisors
Utah
$2K +$2K +82 New
PWMG
225
Private Wealth Management Group
New Jersey
$1.81K +$1.81K +74 New
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