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PROG Holdings

195 hedge funds and large institutions have $861M invested in PROG Holdings in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.54% less ownership

Funds ownership: 104.3%96.76% (-7.5%)

14% less funds holding

Funds holding: 226195 (-31)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

47% less capital invested

Capital invested by funds: $1.63B → $861M (-$766M)

51% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 49

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

91% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $13.6M

Holders
195
Holders Change
-31
Holders Change %
-13.72%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
24
Increased
64
Reduced
87
Closed
49
Calls
$1.16M
Puts
$13.6M
Net Calls
-$12.4M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$60.5M +2,363,847 +33%
Vanguard Group
2
Vanguard Group
Pennsylvania
$100M +$13.8M +539,373 +10%
VVP
3
Vulcan Value Partners
Alabama
$46.6M +$1.34M +52,448 +2%
State Street
4
State Street
Massachusetts
$33.3M +$5.82M +227,540 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.3M -$2.81M -109,901 -6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$26.9M -$105M -4,105,682 -72%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$26.7M -$2.09M -81,744 -5%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$24.5M -$1.64M -64,075 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$18.2M +$23M +900,522 +451%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$17.6M +$16.3M +635,728 +147%
Bank of America
11
Bank of America
North Carolina
$16.8M -$1.17M -45,545 -4%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$16.6M +$19.4M +758,274 +304%
SP
13
Solel Partners
Massachusetts
$16.5M +$25.6M +1,000,000 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15.5M -$1.59M -61,978 -6%
6CM
15
683 Capital Management
New York
$15.5M -$555K -21,700 -2%
Ameriprise
16
Ameriprise
Minnesota
$15.5M +$6.62M +258,685 +38%
Macquarie Group
17
Macquarie Group
Australia
$14.4M -$2.85M -111,247 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.8M +$3.44M +134,510 +19%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$12.7M +$2.01M +78,523 +11%
Northern Trust
20
Northern Trust
Illinois
$12.7M -$4.6M -179,734 -19%
ClearBridge Investments
21
ClearBridge Investments
New York
$12.1M +$5.5M +214,899 +41%
Morgan Stanley
22
Morgan Stanley
New York
$11.5M -$16.2M -634,805 -48%
PCM
23
Palisade Capital Management
New Jersey
$11.2M +$2.08M +81,483 +14%
CCM
24
CAAS Capital Management
New York
$10.7M +$16.5M +645,601 New
JP Morgan Chase
25
JP Morgan Chase
New York
$7.89M -$4.92M -192,220 -29%

PRG Hedge Fund Activity: Q2 2022 in Review

195 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PROG Holdings (PRG) for Q2 2022, worth a combined $861M — down 47% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PRG and 24 opened new positions — a net loss of 25 holders — while 87 trimmed existing stakes and 64 added.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $105M.

  • 195 institutional investors held PROG Holdings (PRG) as of Q2 2022, down from 226 in Q1 2022.
  • Funds reported $861M of PROG Holdings stock for Q2 2022, down 47% quarter-over-quarter.
  • 24 funds opened new PROG Holdings positions in Q2 2022 and 49 closed out, a net change of -25 holders.
  • The largest PROG Holdings buyer in Q2 2022 was BlackRock, an estimated $60.5M added.
  • The largest PROG Holdings seller in Q2 2022 was T. Rowe Price Associates, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.