Pegasystems
PEGA
322 hedge funds and large institutions have $3.95B invested in Pegasystems in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 116 increasing their positions, 97 reducing their positions, and 42 closing their positions.
273% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $4.38M
62% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 42
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
33% more capital inflows, than outflows
Capital inflows: $620M | Capital outflows: $465M
20% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 97
7% more funds holding
Funds holding: 301 → 322 (+21)
1.32% more ownership
Funds ownership: 48.14% → 49.46% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$132M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$62.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$61.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$48.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$41.5M |
| 2 |
Cadian Capital Management
New York
|
-$39.9M |
| 3 |
TPG GP A
Fort Worth,
Texas
|
-$33.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$25.9M |
| 5 |
BCM
Bares Capital Management
Austin,
Texas
|
-$24.8M |
PEGA Hedge Fund Activity: Q4 2024 in Review
322 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2024, worth a combined $3.95B — up 31% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new PEGA positions and 42 closed out — a net gain of 26 holders — while 116 added to existing stakes and 97 trimmed.
The largest buyer was Invesco, adding an estimated $132M. The largest seller was Citadel Advisors, cutting an estimated $41.5M.
- 322 institutional investors held Pegasystems (PEGA) as of Q4 2024, up from 301 in Q3 2024.
- Funds reported $3.95B of Pegasystems stock for Q4 2024, up 31% quarter-over-quarter.
- 68 funds opened new Pegasystems positions in Q4 2024 and 42 closed out, a net change of +26 holders.
- The largest Pegasystems buyer in Q4 2024 was Invesco, an estimated $132M added.
- The largest Pegasystems seller in Q4 2024 was Citadel Advisors, an estimated $41.5M sold.
Based on aggregated 13F filings for Q4 2024.