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Pegasystems

266 hedge funds and large institutions have $2.53B invested in Pegasystems in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 94 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $45.2M | Put options by funds: $14.8M

120% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more capital invested

Capital invested by funds: $1.91B → $2.53B (+$614M)

11% more funds holding

Funds holding: 239266 (+27)

11% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 85

0.04% less ownership

Funds ownership: 93.77%93.74% (-0.04%)

Holders
266
Holders Change
+27
Holders Change %
+11.3%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
55
Increased
94
Reduced
85
Closed
25
Calls
$45.2M
Puts
$14.8M
Net Calls
+$30.4M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bares Capital Management
Texas
$360M -$16M -571,040 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$347M +$14M +500,546 +5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$233M -$42.9M -1,529,744 -18%
TGA
4
TPG GP A
Texas
$182M -$26.6M -946,238 -14%
BlackRock
5
BlackRock
New York
$168M +$8.17M +291,002 +6%
CCM
6
Cadian Capital Management
New York
$56.9M -$33.6M -1,197,392 -40%
State Street
7
State Street
Massachusetts
$55.6M +$1.59M +56,816 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$48.5M +$1.36M +48,324 +3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$46.6M -$3.81M -135,852 -9%
LCG
10
Luxor Capital Group
New York
$41M -$35.5M -1,263,442 -50%
RIM
11
Ranger Investment Management
Texas
$34.9M -$4.78M -170,118 -14%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$34.8M +$30.2M +1,076,740 New
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$33M -$13M -463,400 -24%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$32.3M +$12.3M +437,198 +78%
Norges Bank
15
Norges Bank
Norway
$31M +$714K +25,422 +3%
Fisher Asset Management
16
Fisher Asset Management
Washington
$30.9M -$215K -7,648 -0.8%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$30M +$16.2M +578,090 +165%
HAM
18
Harber Asset Management
North Carolina
$27.4M +$418K +14,884 +2%
Morgan Stanley
19
Morgan Stanley
New York
$25.1M -$17.5M -623,114 -45%
Millennium Management
20
Millennium Management
New York
$23.3M +$4.7M +167,590 +30%
HIM
21
Herald Investment Management
United Kingdom
$22.5M +$1.18M +42,000 +6%
WP
22
Woodline Partners
California
$21.5M -$4.61M -164,244 -20%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$21.1M +$111K +3,958 +0.6%
Charles Schwab
24
Charles Schwab
California
$20.9M +$334K +11,904 +2%
First Trust Advisors
25
First Trust Advisors
Illinois
$19.8M +$7.76M +276,468 +82%

PEGA Hedge Fund Activity: Q1 2024 in Review

266 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2024, worth a combined $2.53B — up 32% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PEGA positions and 25 closed out — a net gain of 30 holders — while 94 added to existing stakes and 85 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $30.2M. The largest seller was Capital Research Global Investors, cutting an estimated $42.9M.

  • 266 institutional investors held Pegasystems (PEGA) as of Q1 2024, up from 239 in Q4 2023.
  • Funds reported $2.53B of Pegasystems stock for Q1 2024, up 32% quarter-over-quarter.
  • 55 funds opened new Pegasystems positions in Q1 2024 and 25 closed out, a net change of +30 holders.
  • The largest Pegasystems buyer in Q1 2024 was Fuller & Thaler Asset Management, an estimated $30.2M added.
  • The largest Pegasystems seller in Q1 2024 was Capital Research Global Investors, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2024.