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Progress Software

220 hedge funds and large institutions have $1.82B invested in Progress Software in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
71
Reduced
97
Closed
19
Calls
$2.56M
Puts
$2.85M
Net Calls
-$292K
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$12K +$652 +15 +6%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$753 -18 -8%
TWA
203
TCI Wealth Advisors
Arizona
$9K
BCA
204
Berman Capital Advisors
Georgia
$8K
S
205
SignatureFD
Georgia
$8K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$6K
HR
207
Howe & Rusling
New York
$4K -$1.89K -42 -32%
ACM
208
AUA Capital Management
Pennsylvania
$3K -$227 -5 -7%
SL
209
Savior LLC
Massachusetts
$3K
TFO
210
Tarbox Family Office
California
$3K
VCM
211
Versant Capital Management
Arizona
$3K +$2.77K +71 +1,183%
QCG
212
Quadrant Capital Group
Ohio
$2K
FPS
213
Fieldpoint Private Securities
Connecticut
$2K
FRA
214
Front Row Advisors
California
$2K
SPIA
215
Steward Partners Investment Advisory
New York
$1.32K -$6.61K -150 -83%
AIG
216
American International Group
New York
$1.3K -$33 -749 -2%
BWA
217
BDO Wealth Advisors
Florida
$1K
CFGS
218
Concourse Financial Group Securities
Alabama
$1K +$212 +7 +27%
NFG
219
Next Financial Group
Texas
$1K +$1K +18 New
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$293 -$463 -10,500 -61%
PFC
221
Phocas Financial Corp
California
-$3.74M -82,737 Closed
SGAM
222
Smith Group Asset Management
Texas
-$970K -21,463 Closed
MSA
223
Mason Street Advisors
Wisconsin
-$760K -16,819 Closed
Walleye Trading
224
Walleye Trading
New York
-$631K -13,965 Closed
CAM
225
ClariVest Asset Management
California
-$591K -13,089 Closed