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Progress Software

291 hedge funds and large institutions have $2.36B invested in Progress Software in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.27% less ownership

Funds ownership: 104.83%103.56% (-1.3%)

9% less capital invested

Capital invested by funds: $2.6B → $2.36B (-$236M)

20% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 118

63% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $6.15M

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
118
Closed
36
Calls
$2.28M
Puts
$6.15M
Net Calls
-$3.88M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Algert Global
California
$237K +$264K +4,510 New
TRCT
227
Tower Research Capital (TRC)
New York
$231K +$168K +2,865 +188%
AIP
228
Ameritas Investment Partners
Nebraska
$228K +$42.8K +731 +20%
EGM
229
Engineers Gate Manager
New York
$226K -$379K -6,478 -60%
GC
230
Guidance Capital
Kentucky
$224K +$7.38K +126 +3%
CGH
231
Crossmark Global Holdings
Texas
$215K -$2.46K -42 -1%
AAM
232
Advisors Asset Management
Colorado
$213K -$217K -3,710 -48%
IFU
233
iSAM Funds (UK)
United Kingdom
$212K +$236K +4,024 New
GHA
234
GW Henssler & Associates
Georgia
$204K +$227K +3,880 New
Creative Planning
235
Creative Planning
Kansas
$202K +$225K +3,833 New
VPIM
236
Vanguard Personalized Indexing Management
California
$200K -$5.33K -91 -2%
SOW
237
State of Wyoming
Wyoming
$168K -$5.27K -90 -3%
AssetMark Inc
238
AssetMark Inc
California
$145K +$13.6K +232 +9%
MLICM
239
Metropolitan Life Insurance Company (MetLife)
New York
$131K +$6.85K +117 +5%
BF
240
BOK Financial
Oklahoma
$127K +$28.2K +482 +24%
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$122K
FMP
242
Financial Management Professionals
Texas
$104K
VFA
243
Virtus Fund Advisers
Connecticut
$97.7K +$22.7K +387 +26%
LWCFA
244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.4K
UFF
245
USA Financial Formulas
Michigan
$75.4K -$2.99K -51 -3%
KBC Group
246
KBC Group
Belgium
$63K -$126K -2,154 -64%
BTI
247
Blue Trust Inc
Georgia
$58K +$45.3K +773 +353%
TPCW
248
TD Private Client Wealth
New York
$53.2K -$4.8K -82 -7%
SSG
249
Summit Securities Group
New York
$50K +$55.5K +948 New
Federated Hermes
250
Federated Hermes
Pennsylvania
$41.8K -$2.11K -36 -4%