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Progress Software

291 hedge funds and large institutions have $2.36B invested in Progress Software in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.27% less ownership

Funds ownership: 104.83%103.56% (-1.3%)

9% less capital invested

Capital invested by funds: $2.6B → $2.36B (-$236M)

20% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 118

63% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $6.15M

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
118
Closed
36
Calls
$2.28M
Puts
$6.15M
Net Calls
-$3.88M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$2.26K
LFA
277
LGT Financial Advisors
Texas
$2.21K +$2.46K +42 New
FRA
278
Front Row Advisors
California
$2.1K
GWS
279
Glassman Wealth Services
Virginia
$1.89K
AF
280
Allworth Financial
California
$1.74K +$1.41K +24 +267%
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$1.74K
SPIA
282
Steward Partners Investment Advisory
New York
$1.58K
JWA
283
JFS Wealth Advisors
Pennsylvania
$1.47K +$59 +1 +4%
FCA
284
FinTrust Capital Advisors
South Carolina
$1.26K -$820 -14 -37%
RFG
285
RFP Financial Group
Georgia
$1.21K
FHA
286
First Horizon Advisors
Tennessee
$1.01K
SFG
287
Steward Financial Group
Texas
$1K +$1.87K +32 New
AF
288
Advisornet Financial
Minnesota
$526 -$59 -1 -9%
SIC
289
SJS Investment Consulting
Ohio
$421 +$117 +2 +33%
ECM
290
Everence Capital Management
Indiana
$337
TWP
291
TFO Wealth Partners
Ohio
$58
HF
292
HRT Financial
New York
-$2.35M -40,366 Closed
GCP
293
GSA Capital Partners
United Kingdom
-$2.29M -39,426 Closed
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
-$1.98M -34,122 Closed
PGCM
295
Prescott Group Capital Management
Oklahoma
-$1.07M -18,450 Closed
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
-$919K -15,823 Closed
ACM
297
Aquatic Capital Management
Illinois
-$779K -13,400 Closed
DA
298
Duality Advisers
Florida
-$737K -12,687 Closed
Rafferty Asset Management
299
Rafferty Asset Management
New York
-$713K -12,269 Closed
MFS
300
Mirabella Financial Services
United Kingdom
-$687K -11,827 Closed