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Progress Software
PRGS

304 hedge funds and large institutions have $2.55B invested in Progress Software in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

2.6% more ownership

Funds ownership: 106.05% → 108.65% (+2.6%)

5% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $16.5M

3% more capital invested

Capital invested by funds: $2.48B → $2.55B (+$67.2M)

0% more funds holding

Funds holding: 303 → 304 (+1)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
102
Reduced
107
Closed
45
Calls
$17.4M
Puts
$16.5M
Net Calls
+$874K
Net Calls Change
+$28.8M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$16.4M
2
Swedbank
Swedbank
Sweden
+$14.2M
3
WAM
Weiss Asset Management
Massachusetts
+$12.8M
4
Marshall Wace
Marshall Wace
United Kingdom
+$11.2M
5
Millennium Management
Millennium Management
New York
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$18.3M
2
BlackRock
BlackRock
New York
-$14.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$6.69M
4
Nomura Holdings
Nomura Holdings
Japan
-$6.5M
5
N
Natixis
France
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
276
FinTrust Capital Advisors
South Carolina
$4.07K – – –
PWMG
277
Private Wealth Management Group
New Jersey
$3.96K +$3.7K +73 New
Mitsubishi UFJ Asset Management
278
Mitsubishi UFJ Asset Management
Japan
$3.91K – – –
AF
279
Allworth Financial
California
$3.33K +$1.37K +27 +82%
FFO
280
Fortitude Family Office
Arizona
$2.93K – – –
LI
281
LRI Investments
Florida
$2.86K +$2.69K +53 New
BIA
282
Bell Investment Advisors
California
$2.66K -$1.68K -33 -40%
CFB
283
Cullen/Frost Bankers
Texas
$2.66K +$2.49K +49 New
UB
284
UMB Bank
Missouri
$2.55K +$1.57K +31 +194%
GRP
285
Global Retirement Partners
California
$2.38K – – –
LFA
286
LGT Financial Advisors
Texas
$2.28K – – –
FRA
287
Front Row Advisors
California
$2.17K – – –
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$1.79K – – –
VCM
289
Versant Capital Management
Arizona
$1.74K +$1.62K +32 New
IA
290
IFP Advisors
Florida
$1.68K +$1.57K +31 New
SPIA
291
Steward Partners Investment Advisory
New York
$1.63K – – –
AF
292
Advisornet Financial
Minnesota
$1.47K +$1.37K +27 New
IC
293
Innealta Capital
Texas
$1.41K +$1.32K +26 New
SC
294
Stephens Consulting
Michigan
$1.3K +$1.22K +24 New
JWA
295
JFS Wealth Advisors
Pennsylvania
$1.25K -$355 -7 -23%
FFA
296
Farther Finance Advisors
California
$1.07K – – –
FHA
297
First Horizon Advisors
Tennessee
$1.05K – – –
RIL
298
Rothschild Investment LLC
Illinois
$543 +$254 +5 +100%
HNB
299
Huntington National Bank
Ohio
$488 +$457 +9 New
SIC
300
SJS Investment Consulting
Ohio
$380 -$51 -1 -13%
10 11
12
13 14

PRGS Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Progress Software (PRGS) for Q2 2024, worth a combined $2.55B — up 2.7% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PRGS positions and 45 closed out — a net gain of 5 holders — while 102 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $16.4M. The largest seller was Morgan Stanley, cutting an estimated $18.3M.

  • 304 institutional investors held Progress Software (PRGS) as of Q2 2024, up from 303 in Q1 2024.
  • Funds reported $2.55B of Progress Software stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 50 funds opened new Progress Software positions in Q2 2024 and 45 closed out, a net change of +5 holders.
  • The largest Progress Software buyer in Q2 2024 was JP Morgan Chase, an estimated $16.4M added.
  • The largest Progress Software seller in Q2 2024 was Morgan Stanley, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2024.