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Progress Software

181 hedge funds and large institutions have $1.44B invested in Progress Software in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,228% more call options, than puts

Call options by funds: $850K | Put options by funds: $64K

92.76% more ownership

Funds ownership: 0%92.76% (+93%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $1.22B → $1.44B (+$221M)

3% less funds holding

Funds holding: 186181 (-5)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
27
Increased
54
Reduced
63
Closed
30
Calls
$850K
Puts
$64K
Net Calls
+$786K
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PIMC
1
Praesidium Investment Management Company
New York
$185M
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$4.54M +156,258 +4%
BFA
3
BlackRock Fund Advisors
California
$125M +$11.6M +399,492 +11%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$115M +$28.4K +980 +0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70.4M +$2.3M +79,151 +4%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$68.5M +$2.07M +71,300 +3%
FMI
7
Fiduciary Management Inc
Wisconsin
$55.6M +$1.54M +52,947 +3%
BIT
8
BlackRock Institutional Trust
California
$41.2M -$1.61M -55,294 -4%
State Street
9
State Street
Massachusetts
$37M +$2.81M +96,939 +9%
Fisher Asset Management
10
Fisher Asset Management
Washington
$28.7M -$108K -3,725 -0.4%
Northern Trust
11
Northern Trust
Illinois
$28.6M +$253K +8,709 +1%
TI
12
Trigran Investments
Illinois
$27.4M +$1.02M +35,300 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.7M +$4.68M +161,374 +28%
JP Morgan Chase
14
JP Morgan Chase
New York
$22.1M +$8.85M +304,719 +79%
TA
15
Teachers Advisors
New York
$19.7M -$1.03M -35,439 -5%
OCMI
16
Oaktop Capital Management II
New Jersey
$19.6M
Norges Bank
17
Norges Bank
Norway
$19.1M
Charles Schwab
18
Charles Schwab
California
$18.3M +$176K +6,072 +1%
WCM
19
Wedge Capital Management
North Carolina
$17.4M +$498K +17,155 +3%
Wells Fargo
20
Wells Fargo
California
$16.8M -$3.75M -129,018 -20%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$15.8M +$757K +26,073 +6%
PAM
22
Panagora Asset Management
Massachusetts
$13.4M +$482K +16,611 +4%
HA
23
Heartland Advisors
Wisconsin
$13M +$8.89M +306,091 +306%
CIP
24
Chartwell Investment Partners
Pennsylvania
$12.7M -$286K -9,850 -2%
Ameriprise
25
Ameriprise
Minnesota
$11.8M +$3.67M +126,250 +52%

PRGS Hedge Fund Activity: Q4 2016 in Review

181 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Progress Software (PRGS) for Q4 2016, worth a combined $1.44B — up 18% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PRGS and 27 opened new positions — a net loss of 3 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $11.6M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $7.28M sold.

  • 181 institutional investors held Progress Software (PRGS) as of Q4 2016, down from 186 in Q3 2016.
  • Funds reported $1.44B of Progress Software stock for Q4 2016, up 18% quarter-over-quarter.
  • 27 funds opened new Progress Software positions in Q4 2016 and 30 closed out, a net change of -3 holders.
  • The largest Progress Software buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $11.6M added.
  • The largest Progress Software seller in Q4 2016 was Laurion Capital Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q4 2016.