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Pegasystems

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.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+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: 178185 (+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

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
35
Increased
57
Reduced
72
Closed
25
Calls
$482K
Puts
$1.67M
Net Calls
-$1.19M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bares Capital Management
Texas
$190M +$2.26M +130,934 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M +$1.41M +81,738 +1%
LCG
3
Luxor Capital Group
New York
$125M -$20.1M -1,164,224 -14%
Capital Research Global Investors
4
Capital Research Global Investors
California
$124M +$3.03M +175,034 +2%
TGA
5
TPG GP A
Texas
$92.1M +$2.32M +134,160 +3%
CCM
6
Cadian Capital Management
New York
$82.1M +$39.8M +2,298,732 +92%
BlackRock
7
BlackRock
New York
$68.3M -$5.08M -294,056 -7%
Fidelity International
8
Fidelity International
Bermuda
$50.7M +$274K +15,846 +0.5%
RP
9
Riverbridge Partners
Minnesota
$46.5M -$2.37M -136,852 -5%
Federated Hermes
10
Federated Hermes
Pennsylvania
$36.9M +$13.1M +759,224 +54%
Fisher Asset Management
11
Fisher Asset Management
Washington
$25.8M +$135K +7,806 +0.5%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$23M -$541K -31,290 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.8M +$1.95M +112,640 +10%
State Street
14
State Street
Massachusetts
$21.7M -$409K -23,670 -2%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$19.5M -$1.04M -60,054 -5%
SRFM
16
Shannon River Fund Management
New York
$15.9M +$16.1M +931,484 New
Norges Bank
17
Norges Bank
Norway
$14.2M +$1.01M +58,576 +8%
HAM
18
Harber Asset Management
North Carolina
$13.5M +$1.85M +107,192 +16%
RIM
19
Ranger Investment Management
Texas
$11.2M +$317K +18,358 +3%
HIM
20
Herald Investment Management
United Kingdom
$11.2M
Goldman Sachs
21
Goldman Sachs
New York
$10.7M -$1.86M -107,660 -15%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$10.6M -$12.4K -718 -0.1%
Charles Schwab
23
Charles Schwab
California
$10.1M +$751K +43,432 +8%
Northern Trust
24
Northern Trust
Illinois
$9.71M -$227K -13,126 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.33M +$1.9M +109,802 +25%

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.