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Progress Software

249 hedge funds and large institutions have $2.06B invested in Progress Software in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-8
Holders Change %
-3.11%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
89
Reduced
99
Closed
35
Calls
$960K
Puts
$843K
Net Calls
+$117K
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
201
Lazard Asset Management
New York
$66K -$47 -1 -0.1%
TPCW
202
TD Private Client Wealth
New York
$54.2K +$54.2K +1,150 New
Amundi
203
Amundi
France
$53K -$3.94M -83,075 -99%
SWA
204
Sutton Wealth Advisors
Florida
$42.6K -$283 -6 -0.7%
CCM
205
Copeland Capital Management
Pennsylvania
$33K +$1K +21 +3%
PCG
206
Private Capital Group
Connecticut
$31K -$1.09K -23 -3%
SWM
207
Spire Wealth Management
Virginia
$31K
PA
208
Parallel Advisors
California
$30K +$2.17K +47 +8%
HFS
209
Hantz Financial Services
Michigan
$28K
CM
210
Cornerstone Management
Georgia
$23.5K +$23.5K +500 New
TRCT
211
Tower Research Capital (TRC)
New York
$23K -$118K -2,437 -84%
TWA
212
TCI Wealth Advisors
Arizona
$16K -$48 -1 -0.3%
IA
213
IFP Advisors
Florida
$14K +$14K +11 New
FCA
214
FinTrust Capital Advisors
South Carolina
$12K -$571 -12 -5%
GAM
215
Gemmer Asset Management
California
$12K
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$12K
AssetMark Inc
217
AssetMark Inc
California
$11K -$1.22K -26 -10%
ZB
218
Zions Bancorporation
Utah
$11K +$11K +232 New
EC
219
Elequin Capital
New York
$10K +$10K +210 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$9K +$5.67K +116 +171%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$8K +$42 +1 +0.5%
FPS
222
Fieldpoint Private Securities
Connecticut
$6K +$1K +20 +20%
ACM
223
Aquatic Capital Management
Illinois
$5K -$65K -1,300 -93%
MCM
224
Manchester Capital Management
Vermont
$5K -$2.77K -56 -36%
HR
225
Howe & Rusling
New York
$5K