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Progress Software

243 hedge funds and large institutions have $1.84B invested in Progress Software in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

21% more capital invested

Capital invested by funds: $1.52B → $1.84B (+$321M)

7% more funds holding

Funds holding: 228243 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.58% less ownership

Funds ownership: 95.72%92.14% (-3.6%)

52% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $6.06M

Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
98
Reduced
68
Closed
22
Calls
$2.9M
Puts
$6.06M
Net Calls
-$3.17M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$9K -$37 -1 -0.5%
EWM
227
Edge Wealth Management
New York
$9K
AQA
228
Alpha Quant Advisors
Texas
$8K +$6.73K +184 New
FCA
229
FinTrust Capital Advisors
South Carolina
$6K
MNBTD
230
Moody National Bank Trust Division
Texas
$6K
VCM
231
Versant Capital Management
Arizona
$6K +$183 +5 +4%
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$5K
SCM
233
Shelton Capital Management
Colorado
$4.67K +$7.57K +207 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$4K +$1.9K +52 +153%
CAM
235
Cresset Asset Management
Illinois
$3K
MSA
236
Marino Stram & Associates
Massachusetts
$3K +$2.45K +67 New
RCAG
237
Rehmann Capital Advisory Group
Michigan
$2.31K +$183 +5 +11%
FRA
238
Front Row Advisors
California
$2K
QCG
239
Quadrant Capital Group
Ohio
$2K
WEC
240
Winslow Evans & Crocker
Massachusetts
$2K +$732 +20 New
CFGS
241
Concourse Financial Group Securities
Alabama
$2K +$1.98K +54 New
GT
242
Glenmede Trust
Pennsylvania
$8
PIMC
243
Praesidium Investment Management Company
New York
-$42M -1,184,265 Closed
WG
244
Winton Group
United Kingdom
-$8.3M -233,828 Closed
HA
245
Heartland Advisors
Wisconsin
-$3.79M -106,759 Closed
Stifel Financial
246
Stifel Financial
Missouri
-$2.17M -61,275 Closed
OSAM
247
O'Shaughnessy Asset Management
Connecticut
-$1.32M -37,017 Closed
PI
248
Putnam Investments
Massachusetts
-$1.31M -36,941 Closed
TI
249
Trexquant Investment
Connecticut
-$1.29M -36,293 Closed
SFM
250
Systematic Financial Management
New Jersey
-$1.24M -34,850 Closed