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PROG Holdings

189 hedge funds and large institutions have $790M invested in PROG Holdings in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,562% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $1.22M

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

5% more capital invested

Capital invested by funds: $752M → $790M (+$38.7M)

3.71% less ownership

Funds ownership: 99.8%96.08% (-3.7%)

10% less funds holding

Funds holding: 209189 (-20)

33% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 87

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
189
Holders Change
-20
Holders Change %
-9.57%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
19
Increased
58
Reduced
87
Closed
37
Calls
$20.3M
Puts
$1.22M
Net Calls
+$19M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$151M +$5.43M +317,626 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.5M +$3.6M +210,851 +4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$36M +$9.84M +576,086 +37%
State Street
4
State Street
Massachusetts
$33.5M +$1.05M +61,646 +3%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$26.6M +$3.9M +228,342 +17%
Federated Hermes
6
Federated Hermes
Pennsylvania
$22.9M +$7.8M +456,611 +51%
SP
7
Solel Partners
Massachusetts
$22.8M +$2.85M +166,873 +14%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$21M -$80.5K -4,710 -0.4%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$19.8M +$39.5K +2,312 +0.2%
VVP
10
Vulcan Value Partners
Alabama
$18.1M -$7.01M -410,614 -28%
Norges Bank
11
Norges Bank
Norway
$16.5M +$1.85M +108,500 +13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$16.2M +$1.28M +75,126 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15.4M +$534K +31,269 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$15.4M +$7.6M +444,737 +95%
ClearBridge Investments
15
ClearBridge Investments
New York
$14.2M +$1.65M +96,823 +13%
Morgan Stanley
16
Morgan Stanley
New York
$14.2M -$11.7M -682,445 -45%
Ameriprise
17
Ameriprise
Minnesota
$13.7M +$602K +35,243 +5%
PCM
18
Palisade Capital Management
New Jersey
$12.6M -$639K -37,415 -5%
Millennium Management
19
Millennium Management
New York
$11.6M +$3.13M +183,319 +36%
Northern Trust
20
Northern Trust
Illinois
$10.2M -$2.3M -134,494 -18%
N
21
Nuveen
North Carolina
$9.78M +$2.51M +146,857 +34%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$9.47M -$4.99M -292,173 -34%
ECM
23
Engine Capital Management
New York
$9.29M +$4.67M +273,398 +99%
Charles Schwab
24
Charles Schwab
California
$8.8M +$641K +37,520 +8%
Invesco
25
Invesco
Georgia
$7.11M +$2.49M +145,619 +53%

PRG Hedge Fund Activity: Q4 2022 in Review

189 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PROG Holdings (PRG) for Q4 2022, worth a combined $790M — up 5.1% from $752M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PRG and 19 opened new positions — a net loss of 18 holders — while 87 trimmed existing stakes and 58 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $9.84M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $24.9M.

  • 189 institutional investors held PROG Holdings (PRG) as of Q4 2022, down from 209 in Q3 2022.
  • Funds reported $790M of PROG Holdings stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 19 funds opened new PROG Holdings positions in Q4 2022 and 37 closed out, a net change of -18 holders.
  • The largest PROG Holdings buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $9.84M added.
  • The largest PROG Holdings seller in Q4 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2022.