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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 %
ACM
251
AUA Capital Management
Pennsylvania
$3.08K – – –
BIA
252
Bell Investment Advisors
California
$2.98K +$1.06K +21 +55%
GRP
253
Global Retirement Partners
California
$2.49K – – –
FFA
254
Farther Finance Advisors
California
$2.22K +$2.22K +44 New
FRA
255
Front Row Advisors
California
$2K – – –
FCA
256
FinTrust Capital Advisors
South Carolina
$1.92K -$10.8K -214 -85%
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$1.67K +$202 +4 +14%
SPIA
258
Steward Partners Investment Advisory
New York
$1.51K – – –
GWS
259
Glassman Wealth Services
Virginia
$1.51K +$1.51K +30 New
JWA
260
JFS Wealth Advisors
Pennsylvania
$1.36K +$404 +8 +42%
RFG
261
RFP Financial Group
Georgia
$1.16K +$1.16K +23 New
CFGS
262
Concourse Financial Group Securities
Alabama
$1.11K – – –
SC
263
Schubert & Co
Texas
$1.06K -$50 -1 -5%
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.13K -17 -53%
FHA
265
First Horizon Advisors
Tennessee
$961 – – –
EI
266
Ellevest Inc
New York
$656 – – –
SIC
267
SJS Investment Consulting
Ohio
$454 +$202 +4 +80%
AF
268
Advisornet Financial
Minnesota
$454 +$454 +9 New
AF
269
Allworth Financial
California
$454 +$454 +9 New
DI
270
Disciplined Investments
Oklahoma
$404 -$51 -1 -11%
ECM
271
Everence Capital Management
Indiana
$323 – – –
VCM
272
Versant Capital Management
Arizona
$303 – – –
FGAM
273
Financial Gravity Asset Management
Texas
$192 +$192 +50 New
ASN
274
Advisory Services Network
Georgia
$50 +$50 +1 New
ACM
275
AlphaCrest Capital Management
New York
– -$2.56M -60,038 Closed
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