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Progyny
PGNY

Overview Fund Activity

264 hedge funds and large institutions have $1.44B invested in Progyny in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 96 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-20
Holders Change %
-7.04%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
77
Reduced
96
Closed
73
Calls
$8.57M
Puts
$3.07M
Net Calls
+$5.5M
Net Calls Change
+$4.46M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$25.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$63.4M
3
Goldman Sachs
Goldman Sachs
New York
$42M
4
FWIA
Fort Washington Investment Advisors
Ohio
$25.3M
5
Barclays
Barclays
United Kingdom
$23.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$2.71M
2
RP
Riverbridge Partners
Minnesota
$0
3
ONPI
Owls Nest Partners IA
Pennsylvania
$0
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
SAM
Silvercrest Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$897 -$38.7K -2,243 -98%
CSWM
252
Cassady Schiller Wealth Management
Ohio
$880 +$880 +51 New
GRP
253
Global Retirement Partners
California
$863 – – –
CTWM
254
Cherry Tree Wealth Management
Minnesota
$759 – – –
PWA
255
Physician Wealth Advisors
Utah
$673 +$673 +39 New
SAM
256
Smartleaf Asset Management
Massachusetts
$643 +$85 +5 +15%
EWA
257
EverSource Wealth Advisors
Alabama
$638 +$86 +5 +16%
FFA
258
Farther Finance Advisors
California
$449 -$259 -15 -37%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$431 – – –
NS
260
NBC Securities
Alabama
$425 -$440K -24,854 -100%
ACM
261
Aster Capital Management
United Arab Emirates
$276 +$276 +16 New
GBT
262
Grove Bank & Trust
Florida
$52 +$52 +3 New
GFPC
263
Global Financial Private Client
Florida
$17 +$17 +1 New
RP
264
Riverbridge Partners
Minnesota
– -$28.6M -1,704,364 Closed
ONPI
265
Owls Nest Partners IA
Pennsylvania
– -$25.5M -1,523,147 Closed
ClearBridge Investments
266
ClearBridge Investments
New York
– -$21.3M -1,268,266 Closed
SAM
267
Silvercrest Asset Management
New York
– -$16.8M -1,005,136 Closed
Jennison Associates
268
Jennison Associates
New York
– -$8.45M -503,972 Closed
CCM
269
Crestwood Capital Management
New York
– -$7.31M -436,081 Closed
PCM
270
Penn Capital Management
Pennsylvania
– -$6.27M -372,836 Closed
ACM
271
Ashford Capital Management
Delaware
– -$3.84M -229,090 Closed
SEI Investments
272
SEI Investments
Pennsylvania
– -$3.64M -216,897 Closed
Luther King Capital Management (LKCM)
273
Luther King Capital Management (LKCM)
Texas
– -$2.76M -164,760 Closed
SEC
274
Seven Eight Capital
New York
– -$2.2M -131,022 Closed
ECM
275
ExodusPoint Capital Management
New York
– -$1.99M -118,475 Closed
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