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This page summarizes the PEGA holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether PEGA is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PEGA Share Count |
|---|
| CWM LLC |
1,241 |
6,907 |
+5,666 |
+456.57% |
| GAMMA Investing LLC |
27 |
86 |
+59 |
+218.52% |
| Hexagon Capital Partners LLC |
97 |
272 |
+175 |
+180.41% |
| New York State Teachers Retirement System |
1,746 |
3,786 |
+2,040 |
+116.84% |
| Bank of New York Mellon Corp |
206,913 |
209,906 |
+2,993 |
+1.45% |
| Los Angeles Capital Management & Equity Research Inc. |
325,128 |
327,107 |
+1,979 |
+0.61% |
| 13F Filers Reporting New Positions In PEGA |
|---|
| Robeco Institutional Asset Management B.V. |
0 |
0 |
UNCH |
100% |
| NBC Securities Inc. |
0 |
1 |
+1 |
+100% |
| Atlas Capital Advisors LLC |
0 |
226 |
+226 |
+100% |
| Mather Group LLC. |
0 |
254 |
+254 |
+100% |
| TrimTabs Asset Management LLC |
0 |
23,164 |
+23,164 |
+100% |
| Venturi Wealth Management LLC |
0 |
18 |
+18 |
+100% |
| Flagship Harbor Advisors LLC |
0 |
3,096 |
+3,096 |
+100% |
| Range Financial Group LLC |
0 |
3,229 |
+3,229 |
+100% |
| Lecap Asset Management Ltd. |
0 |
15,082 |
+15,082 |
+100% |
| Unique Wealth Strategies LLC |
0 |
6,884 |
+6,884 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| UMB Bank N A MO |
305 |
305 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
4,618 |
4,618 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
4,634 |
4,634 |
UNCH |
0.00% |
| Diversified Trust Co |
8,731 |
8,731 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
67 |
67 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
4 |
4 |
UNCH |
0.00% |
| Versant Capital Management Inc |
5 |
5 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
28 |
28 |
UNCH |
0.00% |
| Spire Wealth Management |
500 |
500 |
UNCH |
0.00% |
| PFS Partners LLC |
200 |
200 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
20 |
20 |
UNCH |
0.00% |
| 13F Filers Decreasing PEGA Share Count |
|---|
| Amalgamated Bank |
8,639 |
2,788 |
-5,851 |
-67.73% |
| Allspring Global Investments Holdings LLC |
23,621 |
11,553 |
-12,068 |
-51.09% |
| Rise Advisors LLC |
35 |
20 |
-15 |
-42.86% |
| Allworth Financial LP |
8 |
6 |
-2 |
-25.00% |
| Guinness Atkinson Asset Management Inc |
632 |
474 |
-158 |
-25.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
13,002 |
11,717 |
-1,285 |
-9.88% |
| Papp L Roy & Associates |
25,855 |
25,155 |
-700 |
-2.71% |
| Lindbrook Capital LLC |
199 |
194 |
-5 |
-2.51% |
| 13F Filers Exiting PEGA |
|---|
| Oak Thistle LLC |
17,202 |
0 |
-17,202 |
-100.00% |
| Cutler Group LP |
1,200 |
0 |
-1,200 |
-100.00% |
| Simplex Trading LLC |
140 |
0 |
-140 |
-100.00% |
See Summary: Institutional Holders of PEGA
See Details: Top 10 Hedge Funds Holding PEGA
Also See: PEGA Insider Buying
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