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Progress Software
PRGS

Overview Fund Activity

284 hedge funds and large institutions have $2.67B invested in Progress Software in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
101
Reduced
106
Closed
23
Calls
$97K
Puts
$1.6M
Net Calls
-$1.5M
Net Calls Change
+$341K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$48.7M
2
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
3
MMC
Mizuho Markets Cayman
Cayman Islands
+$23.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M

Top Sellers

1
N
Natixis
France
-$24.6M
2
BlackRock
BlackRock
New York
-$19.9M
3
SCP
Seizert Capital Partners
Michigan
-$17M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$10.9M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$8.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$16.4K – – –
QCG
252
Quadrant Capital Group
Ohio
$12K – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$9K -$480 -8 -5%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$8.68K +$2.3K +40 +36%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$6.03K +$5.17K +90 +600%
Group One Trading
256
Group One Trading
Illinois
$5.17K +$5.17K +90 New
BAM
257
Belpointe Asset Management
Nevada
$4.54K -$287 -5 -6%
MCM
258
Manchester Capital Management
Vermont
$4.48K -$517 -9 -10%
EWA
259
EverSource Wealth Advisors
Alabama
$3.56K – – –
BIA
260
Bell Investment Advisors
California
$3.39K – – –
VCM
261
Versant Capital Management
Arizona
$3.28K +$2.93K +51 +850%
GRP
262
Global Retirement Partners
California
$2.65K – – –
FFA
263
Farther Finance Advisors
California
$2.53K – – –
GWS
264
Glassman Wealth Services
Virginia
$2.07K +$345 +6 +20%
FRA
265
Front Row Advisors
California
$2K – – –
CMP
266
Coston McIsaac & Partners
Maine
$2K +$2K +40 New
FCA
267
FinTrust Capital Advisors
South Carolina
$1.92K – – –
NA
268
NewEdge Advisors
Louisiana
$1.9K -$168K -2,932 -99%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.9K – – –
JWA
270
JFS Wealth Advisors
Pennsylvania
$1.9K +$345 +6 +22%
SPIA
271
Steward Partners Investment Advisory
New York
$1.72K – – –
SC
272
Schubert & Co
Texas
$1.32K +$115 +2 +10%
RFG
273
RFP Financial Group
Georgia
$1.32K – – –
Citadel Advisors
274
Citadel Advisors
Florida
$1.21K -$6.39M -111,298 -100%
FHA
275
First Horizon Advisors
Tennessee
$1.1K – – –
9 10
11
12 13