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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
EWA
251
EverSource Wealth Advisors
Alabama
$3.13K
ACM
252
AUA Capital Management
Pennsylvania
$3.08K
BIA
253
Bell Investment Advisors
California
$2.98K +$1.05K +21 +55%
GRP
254
Global Retirement Partners
California
$2.49K
FFA
255
Farther Finance Advisors
California
$2.22K +$2.19K +44 New
FRA
256
Front Row Advisors
California
$2K
FCA
257
FinTrust Capital Advisors
South Carolina
$1.92K -$10.7K -214 -85%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$1.67K +$199 +4 +14%
SPIA
259
Steward Partners Investment Advisory
New York
$1.51K
GWS
260
Glassman Wealth Services
Virginia
$1.51K +$1.5K +30 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$1.36K +$399 +8 +42%
RFG
262
RFP Financial Group
Georgia
$1.16K +$1.15K +23 New
CFGS
263
Concourse Financial Group Securities
Alabama
$1.11K
SC
264
Schubert & Co
Texas
$1.06K -$50 -1 -5%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1K -$848 -17 -53%
FHA
266
First Horizon Advisors
Tennessee
$961
EI
267
Ellevest Inc
New York
$656
SIC
268
SJS Investment Consulting
Ohio
$454 +$199 +4 +80%
AF
269
Advisornet Financial
Minnesota
$454 +$449 +9 New
AF
270
Allworth Financial
California
$454 +$449 +9 New
DI
271
Disciplined Investments
Oklahoma
$404 -$50 -1 -11%
ECM
272
Everence Capital Management
Indiana
$323
VCM
273
Versant Capital Management
Arizona
$303
FGAM
274
Financial Gravity Asset Management
Texas
$192 +$2.49K +50 New
ASN
275
Advisory Services Network
Georgia
$50 +$50 +1 New