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Progress Software
PRGS

Overview Fund Activity

275 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, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+25
Holders Change %
+10%
% 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
107
Closed
17
Calls
$1.12M
Puts
$2.96M
Net Calls
-$1.84M
Net Calls Change
+$330K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$80.5M
2
N
Natixis
France
$36.8M
3
ZCM
Ziegler Capital Management
Illinois
$9.46M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$22.7M
5
Citadel Advisors
Citadel Advisors
Florida
$5.62M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$32.3M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$15.6M
3
SBH
Segall Bryant & Hamill
Illinois
$83.6M
4
BlackRock
BlackRock
New York
$372M
5
Allianz Asset Management
Allianz Asset Management
Germany
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
226
TFO Wealth Partners
Ohio
$47.6K +$47.6K +314 New
SWA
227
Sutton Wealth Advisors
Florida
$45.6K – – –
BTI
228
Blue Trust Inc
Georgia
$41K +$22.6K +526 +123%
PA
229
Parallel Advisors
California
$34.6K +$2.83K +56 +9%
SWM
230
Spire Wealth Management
Virginia
$34K – – –
AS
231
Altshuler Shaham
Israel
$33.4K -$2.78K -55 -8%
Ohio Public Employees Retirement System (OPERS)
232
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$63.1K -1,265 -69%
CM
233
Cornerstone Management
Georgia
$25.2K – – –
AssetMark Inc
234
AssetMark Inc
California
$22.6K -$50 -1 -0.2%
C
235
Covestor
United Kingdom
$21K +$20.7K +407 +6,783%
MCC
236
Money Concepts Capital
Florida
$18.1K -$285K -5,642 -94%
HFS
237
Hantz Financial Services
Michigan
$18K – – –
TWA
238
TCI Wealth Advisors
Arizona
$17K – – –
PFBT
239
Parkside Financial Bank & Trust
Missouri
$14.4K +$7.92K +157 +122%
IA
240
IFP Advisors
Florida
$14K -$1.27K -1 -8%
OWA
241
One Wealth Advisors
California
$13.1K +$13.1K +260 New
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$11K – – –
QCG
243
Quadrant Capital Group
Ohio
$10.5K +$2.02K +40 +24%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$8K -$7.54K -149 -49%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$5.6K -$6.71K -133 -55%
CS
246
Comerica Securities
Michigan
$5.5K +$5.5K +109 New
S
247
SignatureFD
Georgia
$4.59K -$908 -18 -17%
MCM
248
Manchester Capital Management
Vermont
$4.39K +$807 +16 +23%
BAM
249
Belpointe Asset Management
Nevada
$4.24K +$4.24K +84 New
EWA
250
EverSource Wealth Advisors
Alabama
$3.13K – – –
8 9
10
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