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Progress Software

291 hedge funds and large institutions have $2.6B invested in Progress Software in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

2% more funds holding

Funds holding: 285291 (+6)

3% less capital invested

Capital invested by funds: $2.67B → $2.6B (-$72.5M)

2.88% less ownership

Funds ownership: 107.71%104.83% (-2.9%)

22% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 116

51% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $3.07M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
291
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
90
Reduced
116
Closed
35
Calls
$1.51M
Puts
$3.07M
Net Calls
-$1.56M
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
151
Anchor Capital Advisors
Massachusetts
$784K -$214K -3,764 -22%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$782K -$28.4K -500 -4%
ACM
153
Aquatic Capital Management
Illinois
$779K +$762K +13,400 New
CCIA
154
Campbell & Co Investment Adviser
Maryland
$769K +$123K +2,165 +20%
TC
155
TwinBeech Capital
New York
$747K +$730K +12,854 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$741K -$24.1K -424 -3%
DA
157
Duality Advisers
Florida
$737K +$721K +12,687 New
Rafferty Asset Management
158
Rafferty Asset Management
New York
$713K -$58.5K -1,030 -8%
VHAM
159
Van Hulzen Asset Management
California
$712K +$95.6K +1,682 +16%
ASRS
160
Arizona State Retirement System
Arizona
$707K -$16.7K -294 -2%
MPM
161
Meritage Portfolio Management
Kansas
$700K +$315K +5,547 +85%
MFS
162
Mirabella Financial Services
United Kingdom
$687K +$672K +11,827 New
Connor, Clark & Lunn Investment Management (CC&L)
163
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$680K +$665K +11,703 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$678K +$319K +5,607 +92%
Bessemer Group
165
Bessemer Group
New Jersey
$678K +$1.93K +34 +0.3%
Allianz Asset Management
166
Allianz Asset Management
Germany
$671K -$507K -8,917 -44%
VIA
167
Virtus Investment Advisers
Connecticut
$658K
PFO
168
Pathstone Family Office
New Jersey
$652K -$85.2K -1,499 -12%
IA
169
IFP Advisors
Florida
$634K +$620K +10,908 New
EGM
170
Engineers Gate Manager
New York
$627K +$613K +10,784 New
HEIP
171
Hudson Edge Investment Partners
New Jersey
$617K -$180K -3,161 -23%
PRC
172
Pearl River Capital
Michigan
$611K +$597K +10,509 New
Osaic Holdings
173
Osaic Holdings
Arizona
$605K +$5.91K +104 +1%
LPL Financial
174
LPL Financial
California
$594K -$207K -3,637 -26%
AWA
175
Aaron Wealth Advisors
Illinois
$581K