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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
MMA
201
Miracle Mile Advisors
California
$363K -$149K -2,615 -29%
OQS
202
Occudo Quantitative Strategies
Florida
$362K +$354K +6,225 New
II
203
Inspire Investing
Idaho
$361K +$36.7K +645 +12%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$358K -$6.65K -117 -2%
PMEF
205
Point72 Middle East FZE
United Arab Emirates
$349K +$341K +6,006 New
CP
206
CenterBook Partners
Connecticut
$348K -$178K -3,135 -34%
Lazard Asset Management
207
Lazard Asset Management
New York
$346K +$164K +2,879 +93%
DWM
208
Dakota Wealth Management
Florida
$330K -$5.29K -93 -2%
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$321K -$50.7K -892 -14%
GAM
210
Gotham Asset Management
New York
$318K +$15.3K +269 +5%
Lido Advisors
211
Lido Advisors
California
$318K -$127K -2,234 -29%
PAMS
212
Pictet Asset Management (Switzerland)
Switzerland
$308K
EP
213
Edgestream Partners
New Jersey
$305K +$299K +5,257 New
RCAG
214
Rehmann Capital Advisory Group
Michigan
$305K +$23.7K +417 +9%
IIC
215
Integrated Investment Consultants
Michigan
$295K
MFG
216
Magnus Financial Group
New York
$285K
KAS
217
Kestra Advisory Services
Texas
$270K +$1.08K +19 +0.4%
CC
218
Centiva Capital
New York
$262K +$257K +4,518 New
NA
219
NewEdge Advisors
Louisiana
$256K +$249K +4,380 +13,273%
GC
220
Guidance Capital
Kentucky
$252K +$240K +4,224 New
GCM
221
Gallacher Capital Management
Colorado
$247K +$241K +4,247 New
MM
222
MQS Management
New York
$244K -$4.09K -72 -2%
CGH
223
Crossmark Global Holdings
Texas
$235K -$5.46K -96 -2%
JIR
224
James Investment Research
Ohio
$234K
VPIM
225
Vanguard Personalized Indexing Management
California
$226K -$31.9K -561 -13%