Pegasystems
PEGA
149 hedge funds and large institutions have $885M invested in Pegasystems in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
33% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 46
12% more capital invested
Capital invested by funds: $792M → $885M (+$92.7M)
6% more funds holding
Funds holding: 140 → 149 (+9)
53% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $2.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$9.12M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$6.21M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
+$5.51M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.98M |
| 5 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$21.3M |
| 2 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
-$12.8M |
| 3 |
CCM
Cadian Capital Management
New York
|
-$10.9M |
| 4 |
HAM
Harber Asset Management
Asheville,
North Carolina
|
-$4.56M |
| 5 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$3.75M |
PEGA Hedge Fund Activity: Q4 2015 in Review
149 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2015, worth a combined $885M — up 12% from $792M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PEGA positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 46 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $9.12M. The largest seller was Goldman Sachs, cutting an estimated $21.3M.
- 149 institutional investors held Pegasystems (PEGA) as of Q4 2015, up from 140 in Q3 2015.
- Funds reported $885M of Pegasystems stock for Q4 2015, up 12% quarter-over-quarter.
- 24 funds opened new Pegasystems positions in Q4 2015 and 15 closed out, a net change of +9 holders.
- The largest Pegasystems buyer in Q4 2015 was Lazard Asset Management, an estimated $9.12M added.
- The largest Pegasystems seller in Q4 2015 was Goldman Sachs, an estimated $21.3M sold.
Based on aggregated 13F filings for Q4 2015.