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Progyny

187 hedge funds and large institutions have $2.97B invested in Progyny in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 75 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 15

171% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $5.63M

168% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 28

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

100% more capital invested

Capital invested by funds: $1.49B → $2.97B (+$1.48B)

30% more funds holding

Funds holding: 144187 (+43)

22.2% more ownership

Funds ownership: 58.78%80.98% (+22%)

Holders
187
Holders Change
+43
Holders Change %
+29.86%
% of All Funds
3.31%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
58
Increased
75
Reduced
28
Closed
15
Calls
$15.3M
Puts
$5.63M
Net Calls
+$9.62M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$624M -$73.7M -2,265,000 -13%
KXA
2
KPCB XIII Associates
California
$470M +$361M +11,093,696 New
Macquarie Group
3
Macquarie Group
Australia
$228M +$17.2M +528,479 +11%
FAM
4
Fred Alger Management
New York
$192M +$17.1M +524,789 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$175M +$99.2M +3,049,566 +280%
Vanguard Group
6
Vanguard Group
Pennsylvania
$156M +$9.37M +288,145 +9%
ClearBridge Investments
7
ClearBridge Investments
New York
$108M +$330K +10,135 +0.4%
BlackRock
8
BlackRock
New York
$94.8M +$7.66M +235,442 +12%
O
9
OrbiMed
New York
$71M
Brown Advisory
10
Brown Advisory
Maryland
$56.2M +$326K +10,016 +0.8%
Teacher Retirement System of Texas
11
Teacher Retirement System of Texas
Texas
$44.6M +$19K +585 +0.1%
Citadel Advisors
12
Citadel Advisors
Florida
$39.9M +$27.9M +857,434 +1,026%
GKIM
13
GW&K Investment Management
Massachusetts
$35.9M +$5.9M +181,412 +27%
EAM
14
Eagle Asset Management
Florida
$32.1M +$24.6M +756,289 New
Bank of America
15
Bank of America
North Carolina
$28M +$6.75M +207,432 +46%
BAMCO Inc
16
BAMCO Inc
New York
$24.9M +$5.86M +180,000 +44%
ONPI
17
Owls Nest Partners IA
Pennsylvania
$23.4M +$18M +552,221 New
State Street
18
State Street
Massachusetts
$23.4M +$2.75M +84,415 +18%
CTA
19
Carillon Tower Advisers
Florida
$22.7M +$17.4M +534,539 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$21.8M +$553K +17,013 +3%
WP
21
Woodline Partners
California
$20.3M +$15.6M +479,278 New
GEH
22
General Equity Holdings
New York
$20.1M -$1.49M -45,700 -9%
SAM
23
Silvercrest Asset Management
New York
$19M +$7.35M +225,947 +101%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$18.2M +$1.76M +54,003 +14%
Morgan Stanley
25
Morgan Stanley
New York
$16.7M +$11.4M +349,355 +775%

PGNY Hedge Fund Activity: Q4 2020 in Review

187 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Progyny (PGNY) for Q4 2020, worth a combined $2.97B — up 100% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PGNY positions and 15 closed out — a net gain of 43 holders — while 75 added to existing stakes and 28 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $99.2M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $73.7M.

  • 187 institutional investors held Progyny (PGNY) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $2.97B of Progyny stock for Q4 2020, up 100% quarter-over-quarter.
  • 58 funds opened new Progyny positions in Q4 2020 and 15 closed out, a net change of +43 holders.
  • The largest Progyny buyer in Q4 2020 was Fidelity Investments, an estimated $99.2M added.
  • The largest Progyny seller in Q4 2020 was TPG Group Holdings (SBS) Advisors, an estimated $73.7M sold.

Based on aggregated 13F filings for Q4 2020.