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Progress Software

171 hedge funds and large institutions have $1.26B invested in Progress Software in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.13B → $1.26B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 181171 (-10)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

23% less call options, than puts

Call options by funds: $619K | Put options by funds: $805K

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
54
Reduced
65
Closed
22
Calls
$619K
Puts
$805K
Net Calls
-$186K
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PIMC
1
Praesidium Investment Management Company
New York
$185M
Vanguard Group
2
Vanguard Group
Pennsylvania
$107M +$3M +116,562 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.4M +$9.65M +375,539 +12%
BFA
4
BlackRock Fund Advisors
California
$91.1M +$1.86M +72,321 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.9M +$3.17M +123,197 +6%
FMI
6
Fiduciary Management Inc
Wisconsin
$48M -$3.56M -138,550 -7%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$45.3M -$1.13M -43,800 -3%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$45M -$1.13M -43,970 -3%
BIT
9
BlackRock Institutional Trust
California
$34.8M -$5.94M -230,906 -15%
State Street
10
State Street
Massachusetts
$27.9M +$217K +8,440 +0.8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$24.6M +$1.95M +75,942 +10%
Northern Trust
12
Northern Trust
Illinois
$24.6M +$403K +15,666 +2%
TI
13
Trigran Investments
Illinois
$23.5M +$165K +6,425 +0.8%
Wells Fargo
14
Wells Fargo
California
$19.6M -$1.63M -63,325 -8%
TA
15
Teachers Advisors
New York
$17.8M -$101K -3,917 -0.6%
OCMI
16
Oaktop Capital Management II
New Jersey
$16.8M
Norges Bank
17
Norges Bank
Norway
$16.4M +$1.04M +40,300 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.1M -$968K -37,640 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$16M -$275K -10,700 -2%
WCM
20
Wedge Capital Management
North Carolina
$14.4M -$221K -8,614 -2%
Charles Schwab
21
Charles Schwab
California
$13.5M +$278K +10,812 +2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$12.8M +$424K +16,492 +4%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$12.6M -$2.03M -78,782 -15%
CIP
24
Chartwell Investment Partners
Pennsylvania
$12M +$6.43K +250 +0.1%
RCM
25
Riverhead Capital Management
Delaware
$11.5M +$3.12M +121,507 +854%

PRGS Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Progress Software (PRGS) for Q2 2016, worth a combined $1.26B — up 11% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PRGS and 14 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 54 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $9.65M. The largest seller was Numeric Investors, cutting an estimated $18.2M.

  • 171 institutional investors held Progress Software (PRGS) as of Q2 2016, down from 181 in Q1 2016.
  • Funds reported $1.26B of Progress Software stock for Q2 2016, up 11% quarter-over-quarter.
  • 14 funds opened new Progress Software positions in Q2 2016 and 22 closed out, a net change of -8 holders.
  • The largest Progress Software buyer in Q2 2016 was T. Rowe Price Associates, an estimated $9.65M added.
  • The largest Progress Software seller in Q2 2016 was Numeric Investors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2016.