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Progress Software
PRGS

Overview Fund Activity

277 hedge funds and large institutions have $2.5B invested in Progress Software in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 35 closing their positions.

Holders
277
Holders Change
-12
Holders Change %
-4.15%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
104
Reduced
103
Closed
35
Calls
$5.09M
Puts
$17.4M
Net Calls
-$12.3M
Net Calls Change
-$8.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$164M
2
BlackRock
2
BlackRock
New York
$391M
3
Millennium Management
3
Millennium Management
New York
$11.7M
4
State Street
4
State Street
Massachusetts
$90.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$1M
2
PIM
2
Paradice Investment Management
Colorado
$20M
3
PI
3
Putnam Investments
Massachusetts
$0
4
ZCM
4
Ziegler Capital Management
Illinois
$4.14M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
C
251
Covestor
United Kingdom
$10K 186 +30 +19%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$7.93K 146 +41 +39%
KFI
253
Key Financial Inc
Pennsylvania
$6.68K 123 – –
PFBT
254
Parkside Financial Bank & Trust
Missouri
$6.08K 112 -174 -61%
ASN
255
Advisory Services Network
Georgia
$5.43K 100 +100 New
BIA
256
Bell Investment Advisors
California
$4.45K 82 +23 +39%
FCA
257
FinTrust Capital Advisors
South Carolina
$4.07K 75 +51 +213%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$4K 69 -82 -54%
W
259
WealthCollab
Washington
$3.91K 72 +72 New
Mitsubishi UFJ Asset Management
260
Mitsubishi UFJ Asset Management
Japan
$3.78K 72 – –
EWA
261
EverSource Wealth Advisors
Alabama
$3.37K 62 – –
CA
262
Clearstead Advisors
Ohio
$3.26K 60 -60 -50%
VCM
263
Versant Capital Management
Arizona
$3.04K 56 – –
FFO
264
Fortitude Family Office
Arizona
$2.93K 54 +54 New
GRP
265
Global Retirement Partners
California
$2.34K 44 – –
LFA
266
LGT Financial Advisors
Texas
$2.28K 42 – –
GWS
267
Glassman Wealth Services
Virginia
$1.96K 36 – –
AF
268
Allworth Financial
California
$1.79K 33 – –
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.79K 33 – –
SPIA
270
Steward Partners Investment Advisory
New York
$1.63K 30 – –
JWA
271
JFS Wealth Advisors
Pennsylvania
$1.63K 30 +2 +7%
FFA
272
Farther Finance Advisors
California
$1.09K 20 -24 -55%
FHA
273
First Horizon Advisors
Tennessee
$1.05K 19 – –
AF
274
Advisornet Financial
Minnesota
$489 9 -1 -10%
SIC
275
SJS Investment Consulting
Ohio
$381 7 -1 -13%
9 10
11
12 13