We are live on ! Find out more
PEGA icon

Pegasystems

257 hedge funds and large institutions have $5.26B invested in Pegasystems in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.71B → $5.26B (+$557M)

1% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 94

0.66% more ownership

Funds ownership: 97.23%97.89% (+0.66%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 259257 (-2)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

40% less call options, than puts

Call options by funds: $9.42M | Put options by funds: $15.6M

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
4.55%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
30
Increased
95
Reduced
94
Closed
30
Calls
$9.42M
Puts
$15.6M
Net Calls
-$6.2M
Net Calls Change
-$447K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bares Capital Management
Texas
$694M +$65.1M +1,020,242 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$482M +$8.57M +134,288 +2%
LCG
3
Luxor Capital Group
New York
$406M -$7.68M -120,376 -2%
CCM
4
Cadian Capital Management
New York
$273M +$30.9M +483,924 +13%
BlackRock
5
BlackRock
New York
$265M +$7.02M +110,094 +3%
Invesco
6
Invesco
Georgia
$248M -$3.68M -57,676 -2%
RP
7
Riverbridge Partners
Minnesota
$179M +$15.1M +236,070 +10%
BAMCO Inc
8
BAMCO Inc
New York
$166M +$1.24M +19,418 +0.8%
PIMC
9
Praesidium Investment Management Company
New York
$164M +$22.1M +346,290 +16%
TGHSA
10
TPG Group Holdings (SBS) Advisors
Texas
$159M -$17.3M -271,266 -10%
EAM
11
Eagle Asset Management
Florida
$127M -$18.9M -296,132 -13%
CTA
12
Carillon Tower Advisers
Florida
$113M -$12.7M -199,136 -11%
Fisher Asset Management
13
Fisher Asset Management
Washington
$97.7M +$1.11M +17,466 +1%
Capital Research Global Investors
14
Capital Research Global Investors
California
$94.8M -$1.23M -19,300 -1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$80.1M -$16.7M -261,848 -18%
FAM
16
Foxhaven Asset Management
Virginia
$78.8M -$35.7M -560,144 -32%
DCM
17
Dorsal Capital Management
California
$76.6M -$54.2M -850,000 -43%
SI
18
SQN Investors
California
$73.9M -$6.68M -104,718 -9%
State Street
19
State Street
Massachusetts
$66.8M +$942K +14,770 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$66.5M +$3.46M +54,300 +6%
RIM
21
Ranger Investment Management
Texas
$64.9M -$7.62M -119,528 -11%
EC
22
Eminence Capital
New York
$58.6M +$17.9M +281,260 +47%
Goldman Sachs
23
Goldman Sachs
New York
$54M +$3.33M +52,280 +7%
Deutsche Bank
24
Deutsche Bank
Germany
$51.5M +$304K +4,772 +0.6%
Norges Bank
25
Norges Bank
Norway
$47.8M -$2.5M -39,120 -5%

PEGA Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2020, worth a combined $5.26B — up 12% from $4.71B a quarter earlier.

Fund positioning in PEGA was balanced in Q4 2020: 30 funds opened new positions, 30 closed out, 95 added to existing stakes and 94 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $65.1M. The largest seller was Dorsal Capital Management, cutting an estimated $54.2M.

  • 257 institutional investors held Pegasystems (PEGA) as of Q4 2020, down from 259 in Q3 2020.
  • Funds reported $5.26B of Pegasystems stock for Q4 2020, up 12% quarter-over-quarter.
  • 30 funds opened new Pegasystems positions in Q4 2020 and 30 closed out, a net change of 0 holders.
  • The largest Pegasystems buyer in Q4 2020 was Bares Capital Management, an estimated $65.1M added.
  • The largest Pegasystems seller in Q4 2020 was Dorsal Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.