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Progress Software

331 hedge funds and large institutions have $3.24B invested in Progress Software in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 107 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

15% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 107

1.78% more ownership

Funds ownership: 114.13%115.9% (+1.8%)

1% more funds holding

Funds holding: 328331 (+3)

1% less capital invested

Capital invested by funds: $3.28B → $3.24B (-$36.6M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

94% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $59.4M

Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
123
Reduced
107
Closed
35
Calls
$3.3M
Puts
$59.4M
Net Calls
-$56.1M
Net Calls Change
-$67.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$206K -$22.2K -332 -10%
WT
252
Whittier Trust
California
$200K -$53.6K -803 -21%
KBC Group
253
KBC Group
Belgium
$152K +$48K +719 +44%
VFA
254
Virtus Fund Advisers
Connecticut
$147K +$5.21K +78 +4%
FMP
255
Financial Management Professionals
Texas
$126K -$1.14K -17 -0.9%
TPCW
256
TD Private Client Wealth
New York
$121K
GI
257
GAMMA Investing
California
$113K +$41.3K +619 +55%
ACM
258
Aster Capital Management
United Arab Emirates
$106K -$263K -3,939 -71%
LWCFA
259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98.1K
BTI
260
Blue Trust Inc
Georgia
$95.6K -$15.3K -229 -13%
PS
261
Principal Securities
Iowa
$90.7K -$13.3K -199 -13%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$84.9K +$6.14K +92 +8%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$75.7K -$21.2K -317 -21%
GWP
264
Gen-Wealth Partners
Michigan
$73.6K
Simplex Trading
265
Simplex Trading
Illinois
$62K -$694K -10,396 -92%
WTC
266
WhitTier Trust Company
Nevada
$59.4K
SAM
267
Smartleaf Asset Management
Massachusetts
$49.8K +$46K +688 +894%
PA
268
Parallel Advisors
California
$46.5K +$2.87K +43 +6%
Osaic Holdings
269
Osaic Holdings
Arizona
$44.3K -$11.4K -170 -20%
TRCT
270
Tower Research Capital (TRC)
New York
$34.3K -$56.7K -849 -62%
Bessemer Group
271
Bessemer Group
New Jersey
$33K +$19.8K +296 +149%
OCM
272
Orion Capital Management
California
$32.6K +$33.4K +500 New
AAM
273
Advisors Asset Management
Colorado
$29.1K +$29.9K +447 New
QCG
274
Quadrant Capital Group
Ohio
$28.6K +$2.47K +37 +9%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$24K +$2.34K +35 +11%