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Progress Software

291 hedge funds and large institutions have $2.36B invested in Progress Software in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding

Funds holding: 291291 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.27% less ownership

Funds ownership: 104.83%103.56% (-1.3%)

9% less capital invested

Capital invested by funds: $2.6B → $2.36B (-$236M)

20% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 118

63% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $6.15M

Holders
291
Holders Change
Holders Change %
0%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
118
Closed
36
Calls
$2.28M
Puts
$6.15M
Net Calls
-$3.88M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Sawgrass Asset Management
Florida
$348K -$12.6K -215 -3%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$346K -$1.76M -30,052 -82%
Lazard Asset Management
203
Lazard Asset Management
New York
$339K +$29.2K +499 +8%
MNBTD
204
Moody National Bank Trust Division
Texas
$333K -$560K -9,566 -60%
HW
205
Hancock Whitney
Mississippi
$333K -$15.8K -269 -4%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$331K -$101K -1,726 -22%
HighTower Advisors
207
HighTower Advisors
Illinois
$330K +$366K +6,249 New
NYLIM
208
New York Life Investment Management
New York
$326K -$57.5K -981 -14%
HC
209
Henshaw Capital
Massachusetts
$323K +$360K +6,141 New
LWAM
210
Legacy Wealth Asset Management
Minnesota
$322K -$78.1K -1,333 -18%
VI
211
Vestcor Inc
New Brunswick, Canada
$315K +$189K +3,231 +117%
JIR
212
James Investment Research
Ohio
$314K +$114K +1,952 +49%
Citadel Advisors
213
Citadel Advisors
Florida
$312K -$6.25M -106,754 -95%
BCI
214
Brinker Capital Investments
Pennsylvania
$311K -$3.69K -63 -1%
OPS
215
Orion Portfolio Solutions
Nebraska
$311K -$3.69K -63 -1%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$309K +$36.1K +616 +12%
DWM
217
Dakota Wealth Management
Florida
$290K -$9.43K -161 -3%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$286K -$42.6K -727 -12%
FC
219
FORA Capital
Florida
$284K +$317K +5,410 New
Pictet Asset Management
220
Pictet Asset Management
Switzerland
$278K +$310K +5,295 New
ECM
221
EMC Capital Management
Texas
$262K -$1.32M -22,528 -82%
MFG
222
Magnus Financial Group
New York
$258K
KAS
223
Kestra Advisory Services
Texas
$245K +$996 +17 +0.4%
NC
224
NinePointTwo Capital
California
$245K +$273K +4,664 New
AA
225
AlphaMark Advisors
Kentucky
$240K +$267K +4,558 New