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PROG Holdings

222 hedge funds and large institutions have $1.44B invested in PROG Holdings in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 44 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $3.61M

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

28% more capital invested

Capital invested by funds: $1.13B → $1.44B (+$315M)

14% more funds holding

Funds holding: 195222 (+27)

2.54% less ownership

Funds ownership: 98.45%95.91% (-2.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 99

Holders
222
Holders Change
+27
Holders Change %
+13.85%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
44
Reduced
99
Closed
18
Calls
$23.8M
Puts
$3.61M
Net Calls
+$20.2M
Net Calls Change
+$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$246M -$23.3M -772,475 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$183M -$4.65M -154,089 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$108M +$16M +529,055 +19%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$69.4M +$680K +22,567 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.5M +$3.31M +109,928 +6%
State Street
6
State Street
Massachusetts
$57.4M -$5.33M -176,901 -9%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$41.9M -$4.82M -159,817 -11%
Charles Schwab
8
Charles Schwab
California
$38.6M -$1.97M -65,258 -5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33.2M +$3.28M +108,761 +12%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$31.9M -$724K -24,020 -2%
VVP
11
Vulcan Value Partners
Alabama
$31.7M -$2.69M -89,277 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.2M -$1.02M -33,719 -4%
PCM
13
Palisade Capital Management
New Jersey
$24.8M -$383K -12,696 -2%
Bank of America
14
Bank of America
North Carolina
$24M +$14M +465,830 +166%
SP
15
Solel Partners
Massachusetts
$23.4M -$24.9M -825,000 -53%
Ameriprise
16
Ameriprise
Minnesota
$23.2M -$1.52M -50,568 -7%
JP Morgan Chase
17
JP Morgan Chase
New York
$22.7M -$7.82M -259,327 -27%
Federated Hermes
18
Federated Hermes
Pennsylvania
$21.1M -$1.15M -38,276 -6%
Northern Trust
19
Northern Trust
Illinois
$18.3M -$641K -21,254 -4%
ClearBridge Investments
20
ClearBridge Investments
New York
$17.3M -$3.35M -111,093 -17%
American Century Companies
21
American Century Companies
Missouri
$15.2M +$1.8M +59,805 +14%
Morgan Stanley
22
Morgan Stanley
New York
$14.3M -$9.29M -308,154 -41%
LSV Asset Management
23
LSV Asset Management
Illinois
$13.3M +$107K +3,548 +0.9%
BCM
24
Bridgeway Capital Management
Texas
$12.6M +$4.57M +151,637 +63%
Invesco
25
Invesco
Georgia
$12.3M -$1.37M -45,304 -11%

PRG Hedge Fund Activity: Q2 2023 in Review

222 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PROG Holdings (PRG) for Q2 2023, worth a combined $1.44B — up 28% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PRG positions and 18 closed out — a net gain of 27 holders — while 44 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16M. The largest seller was Solel Partners, cutting an estimated $24.9M.

  • 222 institutional investors held PROG Holdings (PRG) as of Q2 2023, up from 195 in Q1 2023.
  • Funds reported $1.44B of PROG Holdings stock for Q2 2023, up 28% quarter-over-quarter.
  • 45 funds opened new PROG Holdings positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest PROG Holdings buyer in Q2 2023 was Fidelity Investments, an estimated $16M added.
  • The largest PROG Holdings seller in Q2 2023 was Solel Partners, an estimated $24.9M sold.

Based on aggregated 13F filings for Q2 2023.