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Progress Software

229 hedge funds and large institutions have $1.6B invested in Progress Software in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.45% less ownership

Funds ownership: 95.27%93.82% (-1.5%)

5% less funds holding

Funds holding: 242229 (-13)

13% less capital invested

Capital invested by funds: $1.84B → $1.6B (-$247M)

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

69% less call options, than puts

Call options by funds: $754K | Put options by funds: $2.47M

Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
88
Reduced
81
Closed
31
Calls
$754K
Puts
$2.47M
Net Calls
-$1.72M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$49K
AAMU
202
Amundi Asset Management US
Massachusetts
$46K -$100K -2,500 -68%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$41K -$9.16K -228 -18%
SWA
204
Sutton Wealth Advisors
Florida
$34.2K
AG
205
Advisor Group
Arizona
$31K +$1.69K +42 +5%
Lazard Asset Management
206
Lazard Asset Management
New York
$20K +$21.8K +542 New
PA
207
Parallel Advisors
California
$18K
PCG
208
Private Capital Group
Connecticut
$18K +$3.94K +98 +27%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$14K -$120 -3 -0.8%
OAM
210
Oppenheimer Asset Management
New York
$14K +$6.75K +168 +77%
TWA
211
TCI Wealth Advisors
Arizona
$12K
Fidelity Investments
212
Fidelity Investments
Massachusetts
$11K -$2.33K -58 -17%
GAM
213
Gemmer Asset Management
California
$10K
HNB
214
Huntington National Bank
Ohio
$10K
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$10K
AssetMark Inc
216
AssetMark Inc
California
$9K -$281 -7 -3%
EWM
217
Edge Wealth Management
New York
$7K
SPIA
218
Steward Partners Investment Advisory
New York
$7K +$6.43K +160 +533%
FCA
219
FinTrust Capital Advisors
South Carolina
$5K +$683 +17 +14%
MIM
220
Macroview Investment Management
Maryland
$4K +$3.69K +92 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$3K
VCM
222
Versant Capital Management
Arizona
$2K -$281 -7 -9%
CFGS
223
Concourse Financial Group Securities
Alabama
$2K
FRA
224
Front Row Advisors
California
$2K
RCAG
225
Rehmann Capital Advisory Group
Michigan
$1.99K