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Progress Software

276 hedge funds and large institutions have $2.18B invested in Progress Software in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $1.89B → $2.18B (+$297M)

10% more funds holding

Funds holding: 251276 (+25)

1.19% more ownership

Funds ownership: 102.45%103.64% (+1.2%)

23% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 108

62% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $2.96M

Holders
276
Holders Change
+25
Holders Change %
+9.96%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
44
Increased
83
Reduced
108
Closed
17
Calls
$1.11M
Puts
$2.96M
Net Calls
-$1.84M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$53.8K -$4.19K -84 -7%
TWP
227
TFO Wealth Partners
Ohio
$47.6K +$15.7K +314 New
SWA
228
Sutton Wealth Advisors
Florida
$45.6K
BTI
229
Blue Trust Inc
Georgia
$41K +$26.2K +526 +123%
PA
230
Parallel Advisors
California
$34.6K +$2.79K +56 +9%
SWM
231
Spire Wealth Management
Virginia
$34K
AS
232
Altshuler Shaham
Israel
$33.4K -$2.74K -55 -8%
Ohio Public Employees Retirement System (OPERS)
233
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$63.1K -1,265 -69%
CM
234
Cornerstone Management
Georgia
$25.2K
AssetMark Inc
235
AssetMark Inc
California
$22.6K -$50 -1 -0.2%
C
236
Covestor
United Kingdom
$21K +$20.3K +407 +6,783%
MCC
237
Money Concepts Capital
Florida
$18.1K -$281K -5,642 -94%
HFS
238
Hantz Financial Services
Michigan
$18K
TWA
239
TCI Wealth Advisors
Arizona
$17K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$14.4K +$7.83K +157 +122%
IA
241
IFP Advisors
Florida
$14K -$50 -1 -8%
OWA
242
One Wealth Advisors
California
$13.1K +$13K +260 New
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$11K
QCG
244
Quadrant Capital Group
Ohio
$10.5K +$1.99K +40 +24%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$8K -$7.43K -149 -49%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$5.6K -$6.63K -133 -55%
CS
247
Comerica Securities
Michigan
$5.5K +$5.43K +109 New
S
248
SignatureFD
Georgia
$4.59K -$897 -18 -17%
MCM
249
Manchester Capital Management
Vermont
$4.39K +$798 +16 +23%
BAM
250
Belpointe Asset Management
Nevada
$4.24K +$4.19K +84 New