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PROG Holdings

247 hedge funds and large institutions have $2.65B invested in PROG Holdings in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 100 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $5.94M

1% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 99

0.48% more ownership

Funds ownership: 94.36%94.84% (+0.48%)

12% less funds holding

Funds holding: 280247 (-33)

14% less capital invested

Capital invested by funds: $3.07B → $2.65B (-$422M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

65% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 46

Holders
247
Holders Change
-33
Holders Change %
-11.79%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
16
Increased
100
Reduced
99
Closed
46
Calls
$8.39M
Puts
$5.94M
Net Calls
+$2.45M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$354M -$14.4M -321,184 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M -$16.7M -371,515 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$234M -$1.28M -28,435 -0.5%
SIMG
4
Stephens Investment Management Group
Texas
$86.1M +$3.6M +80,244 +4%
State Street
5
State Street
Massachusetts
$84M -$2.12M -47,120 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$80M -$13M -288,960 -13%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$70M +$1.98M +44,189 +3%
Victory Capital Management
8
Victory Capital Management
Texas
$68.4M +$10.2M +226,437 +16%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$66.4M -$684K -15,241 -1%
VVP
10
Vulcan Value Partners
Alabama
$64.4M +$12.7M +283,264 +23%
WCM
11
Wedge Capital Management
North Carolina
$62.4M -$7.61M -169,559 -10%
Macquarie Group
12
Macquarie Group
Australia
$61M -$46.5K -1,036 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$49.5M +$1.34M +29,946 +3%
Northern Trust
14
Northern Trust
Illinois
$47.2M -$1.28M -28,542 -2%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$43.4M -$5.14M -114,471 -10%
Bank of America
16
Bank of America
North Carolina
$43M +$13.6M +301,852 +42%
N
17
Nuveen
North Carolina
$37.5M -$2.14M -47,613 -5%
SP
18
Solel Partners
Massachusetts
$36.7M +$21.1M +470,678 +117%
Norges Bank
19
Norges Bank
Norway
$29.4M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.3M -$992K -22,096 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$28.9M -$5.38M -119,913 -15%
RRCP
22
Rip Road Capital Partners
Massachusetts
$27.9M +$4.94M +110,000 +20%
PCM
23
Palisade Capital Management
New Jersey
$27M +$2.42M +53,966 +9%
ECM
24
Engine Capital Management
New York
$26.7M +$28.5M +634,189 +28,061%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$26.4M +$3.06M +68,061 +12%

PRG Hedge Fund Activity: Q3 2021 in Review

247 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PROG Holdings (PRG) for Q3 2021, worth a combined $2.65B — down 14% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PRG and 16 opened new positions — a net loss of 30 holders — while 99 trimmed existing stakes and 100 added.

The largest buyer was Engine Capital Management, adding an estimated $28.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $38.8M sold.

  • 247 institutional investors held PROG Holdings (PRG) as of Q3 2021, down from 280 in Q2 2021.
  • Funds reported $2.65B of PROG Holdings stock for Q3 2021, down 14% quarter-over-quarter.
  • 16 funds opened new PROG Holdings positions in Q3 2021 and 46 closed out, a net change of -30 holders.
  • The largest PROG Holdings buyer in Q3 2021 was Engine Capital Management, an estimated $28.5M added.
  • The largest PROG Holdings seller in Q3 2021 was Arrowstreet Capital, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2021.