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Progress Software
PRGS

Overview Fund Activity

257 hedge funds and large institutions have $2.08B invested in Progress Software in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
95
Reduced
88
Closed
32
Calls
$882K
Puts
$3.42M
Net Calls
-$2.54M
Net Calls Change
-$1.78M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$17.2M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$10.3M
3
BTW
3
Boston Trust Walden
Massachusetts
$63.2M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$17.4M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$5.42M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$22.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$65M
3
Wells Fargo
3
Wells Fargo
California
$4.37M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$55M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gemmer Asset Management
California
$13K – – –
FCA
227
FinTrust Capital Advisors
South Carolina
$13K – – –
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
S
229
SignatureFD
Georgia
$11K +$7.11K +150 +183%
CLOS
230
Compagnie Lombard Odier SCmA
Switzerland
$10K +$10K +200 New
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$9K -$11.7K -245 -56%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$8K +$145 +3 +2%
MCM
233
Manchester Capital Management
Vermont
$8K +$1.58K +31 +25%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$8K +$4.48K +88 +128%
VCM
235
Versant Capital Management
Arizona
$7K -$1.07K -23 -13%
STCOSD
236
Sageworth Trust Company of South Dakota
South Dakota
$6K +$6K +132 New
CG
237
Cutler Group
California
$5K -$69K -1,546 -93%
FPS
238
Fieldpoint Private Securities
Connecticut
$5K – – –
HR
239
Howe & Rusling
New York
$5K – – –
CFGS
240
Concourse Financial Group Securities
Alabama
$4K +$2.26K +43 +130%
BBPWM
241
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4K +80 New
ACM
242
AUA Capital Management
Pennsylvania
$3K – – –
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$3K +$3K +61 New
EWA
244
EverSource Wealth Advisors
Alabama
$3K +$3K +62 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +68 New
ST
246
Sageworth Trust
Pennsylvania
$2K -$6.78K -139 -77%
QCG
247
Quadrant Capital Group
Ohio
$2K – – –
FRA
248
Front Row Advisors
California
$2K – – –
BIA
249
Bell Investment Advisors
California
$2K – – –
C
250
Covestor
United Kingdom
$2K +$2K +32 New
8 9
10
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