We are live on ! Find out more
PRGS icon

Progress Software

228 hedge funds and large institutions have $1.52B invested in Progress Software in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $1.52B → $1.52B (+$2.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 95.73%95.72% (-0.01%)

4% less call options, than puts

Call options by funds: $627K | Put options by funds: $656K

3% less funds holding

Funds holding: 234228 (-6)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
5.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
75
Reduced
92
Closed
34
Calls
$627K
Puts
$656K
Net Calls
-$29K
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Advisor Group
Arizona
$25K
Royal Bank of Canada
202
Royal Bank of Canada
Ontario, Canada
$22K -$27.2K -816 -57%
PA
203
Parallel Advisors
California
$16K
PCG
204
Private Capital Group
Connecticut
$15K +$1.64K +49 +13%
TWA
205
TCI Wealth Advisors
Arizona
$14K
OAM
206
Oppenheimer Asset Management
New York
$14K +$13.6K +407 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$13K -$1.78M -53,371 -99%
Walleye Trading
208
Walleye Trading
New York
$11K +$10.1K +304 New
GAM
209
Gemmer Asset Management
California
$10K
AssetMark Inc
210
AssetMark Inc
California
$7K -$3.5K -105 -34%
EWM
211
Edge Wealth Management
New York
$7K
PCM
212
Prelude Capital Management
New York
$7K
MNBTD
213
Moody National Bank Trust Division
Texas
$5K +$4.34K +130 New
HNB
214
Huntington National Bank
Ohio
$5K +$4.84K +145 New
VCM
215
Versant Capital Management
Arizona
$4K
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$4K +$33 +1 +0.8%
JA
217
JOYN Advisors
Georgia
$4K +$2.7K +81 +450%
PRC
218
Pearl River Capital
Michigan
$4K +$3.34K +100 New
FCA
219
FinTrust Capital Advisors
South Carolina
$4K +$4.17K +125 New
CAM
220
Cresset Asset Management
Illinois
$3K +$2.5K +75 New
FL
221
Fort LP
Maryland
$2K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$2K +$33 +1 +2%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$1.67K +$935 +28 +147%
FRA
224
Front Row Advisors
California
$1K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$1K