Pegasystems
PEGA
184 hedge funds and large institutions have $1.7B invested in Pegasystems in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 28 closing their positions.
51% more call options, than puts
Call options by funds: $1.23M | Put options by funds: $816K
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
11% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 57
2.59% more ownership
Funds ownership: 92.68% → 95.27% (+2.6%)
1% more funds holding
Funds holding: 182 → 184 (+2)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
18% less capital invested
Capital invested by funds: $2.07B → $1.7B (-$375M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SQN Investors
Menlo Park,
California
|
+$43.9M |
| 2 |
Morgan Stanley
New York
|
+$39.8M |
| 3 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
+$25M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$16.6M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$59.4M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$41.7M |
| 3 |
CAM
Contour Asset Management
New York
|
-$33.4M |
| 4 |
O
OppenheimerFunds
New York
|
-$15.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.6M |
PEGA Hedge Fund Activity: Q4 2017 in Review
184 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2017, worth a combined $1.7B — down 18% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PEGA positions and 28 closed out — a net gain of 3 holders — while 63 added to existing stakes and 57 trimmed.
The largest buyer was SQN Investors, adding an estimated $43.9M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $59.4M sold.
- 184 institutional investors held Pegasystems (PEGA) as of Q4 2017, up from 182 in Q3 2017.
- Funds reported $1.7B of Pegasystems stock for Q4 2017, down 18% quarter-over-quarter.
- 31 funds opened new Pegasystems positions in Q4 2017 and 28 closed out, a net change of +3 holders.
- The largest Pegasystems buyer in Q4 2017 was SQN Investors, an estimated $43.9M added.
- The largest Pegasystems seller in Q4 2017 was Whale Rock Capital Management, an estimated $59.4M sold.
Based on aggregated 13F filings for Q4 2017.