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Pegasystems
PEGA

239 hedge funds and large institutions have $1.91B invested in Pegasystems in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 12

179% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $1.71M

26% more funds holding

Funds holding: 190 → 239 (+49)

17% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 66

11% more capital invested

Capital invested by funds: $1.72B → $1.91B (+$191M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.6% less ownership

Funds ownership: 95.38% → 93.77% (-1.6%)

Holders
239
Holders Change
+49
Holders Change %
+25.79%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
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
Morgan Stanley
New York
+$19.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$14.8M
3
WP
Woodline Partners
California
+$14.5M
4
Millennium Management
Millennium Management
New York
+$12.9M
5
Boston Partners
Boston Partners
Massachusetts
+$11.5M

Top Sellers

1
CCM
Cadian Capital Management
New York
-$91.3M
2
LCG
Luxor Capital Group
New York
-$78M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$10M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.35M
5
TGA
TPG GP A
Texas
-$6.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Bares Capital Management
Texas
$286M +$4.26M +181,986 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$250M +$5.37M +229,696 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$213M – – –
TGA
4
TPG GP A
Texas
$161M -$6.98M -298,196 -4%
BlackRock
5
BlackRock
New York
$120M +$4.77M +203,900 +4%
CCM
6
Cadian Capital Management
New York
$72.2M -$91.3M -3,905,064 -57%
LCG
7
Luxor Capital Group
New York
$61.8M -$78M -3,334,254 -57%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$46.2M +$1.49M +63,850 +3%
State Street
9
State Street
Massachusetts
$40.7M +$4.62M +197,402 +13%
Federated Hermes
10
Federated Hermes
Pennsylvania
$38.5M -$893K -38,170 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$35.5M +$1.09M +46,578 +3%
Morgan Stanley
12
Morgan Stanley
New York
$34.2M +$19.5M +833,474 +147%
RIM
13
Ranger Investment Management
Texas
$30.6M +$6.74M +287,972 +30%
Fisher Asset Management
14
Fisher Asset Management
Washington
$23.5M -$4.46M -190,532 -17%
Norges Bank
15
Norges Bank
Norway
$22.8M +$665K +28,442 +3%
HAM
16
Harber Asset Management
North Carolina
$20.3M -$3.01M -128,618 -13%
WP
17
Woodline Partners
California
$20.3M +$14.5M +620,720 +295%
Fidelity International
18
Fidelity International
Bermuda
$20.1M -$47.8K -2,044 -0.2%
HIM
19
Herald Investment Management
United Kingdom
$15.9M – – –
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$15.9M -$110K -4,686 -0.7%
Charles Schwab
21
Charles Schwab
California
$15.5M -$5.24K -224 -0%
Citadel Advisors
22
Citadel Advisors
Florida
$15.4M +$14.8M +632,162 New
SCM
23
Scopia Capital Management
New York
$13.8M +$2.26M +96,480 +21%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$13.7M +$1.99M +84,864 +18%
Millennium Management
25
Millennium Management
New York
$13.5M +$12.9M +553,282 New
1
2 3 4 5

PEGA Hedge Fund Activity: Q4 2023 in Review

239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2023, worth a combined $1.91B — up 11% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PEGA positions and 12 closed out — a net gain of 52 holders — while 77 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.5M. The largest seller was Cadian Capital Management, cutting an estimated $91.3M.

  • 239 institutional investors held Pegasystems (PEGA) as of Q4 2023, up from 190 in Q3 2023.
  • Funds reported $1.91B of Pegasystems stock for Q4 2023, up 11% quarter-over-quarter.
  • 64 funds opened new Pegasystems positions in Q4 2023 and 12 closed out, a net change of +52 holders.
  • The largest Pegasystems buyer in Q4 2023 was Morgan Stanley, an estimated $19.5M added.
  • The largest Pegasystems seller in Q4 2023 was Cadian Capital Management, an estimated $91.3M sold.

Based on aggregated 13F filings for Q4 2023.