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Progress Software

218 hedge funds and large institutions have $1.58B invested in Progress Software in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 69

0.76% more ownership

Funds ownership: 94.87%95.63% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $1.65B → $1.58B (-$67.5M)

4% less funds holding

Funds holding: 226218 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

48% less call options, than puts

Call options by funds: $6.01M | Put options by funds: $11.6M

Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
93
Reduced
69
Closed
27
Calls
$6.01M
Puts
$11.6M
Net Calls
-$5.6M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$254M +$887K +24,358 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M -$6.93M -190,329 -4%
Renaissance Technologies
3
Renaissance Technologies
New York
$95.1M +$786K +21,600 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$59.3M -$2.33M -63,863 -4%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$55.4M -$2.58M -70,810 -4%
State Street
6
State Street
Massachusetts
$52.3M -$2.04M -56,083 -4%
SBH
7
Segall Bryant & Hamill
Illinois
$51.1M +$20M +549,303 +65%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$41.7M +$6.15M +168,809 +17%
BTW
9
Boston Trust Walden
Massachusetts
$41.1M +$5.98M +164,263 +17%
Man Group
10
Man Group
United Kingdom
$37.3M +$8.02M +220,284 +28%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$30.3M +$5.75M +157,999 +24%
N
12
Nuveen
North Carolina
$29.7M +$763K +20,968 +3%
Norges Bank
13
Norges Bank
Norway
$28.6M -$2.5M -68,604 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$27.5M -$637K -17,506 -2%
ICOM
15
Investment Counselors of Maryland
Maryland
$26.6M +$6.98M +191,719 +36%
Invesco
16
Invesco
Georgia
$22.5M +$4.4M +120,903 +25%
OCMI
17
Oaktop Capital Management II
New Jersey
$22.5M
Allianz Asset Management
18
Allianz Asset Management
Germany
$22M +$917K +25,189 +4%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$21.6M +$21M +575,850 +4,401%
Northern Trust
20
Northern Trust
Illinois
$21.6M -$1.38M -37,897 -6%
Charles Schwab
21
Charles Schwab
California
$16.3M +$72.6K +1,993 +0.5%
Prudential Financial
22
Prudential Financial
New Jersey
$15.4M +$3.5M +96,182 +30%
Ameriprise
23
Ameriprise
Minnesota
$15.3M -$301K -8,278 -2%
Principal Financial Group
24
Principal Financial Group
Iowa
$15.2M +$976K +26,813 +7%
Marshall Wace
25
Marshall Wace
United Kingdom
$15.1M +$9.07M +248,988 +152%

PRGS Hedge Fund Activity: Q3 2020 in Review

218 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Progress Software (PRGS) for Q3 2020, worth a combined $1.58B — down 4.1% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PRGS and 21 opened new positions — a net loss of 6 holders — while 69 trimmed existing stakes and 93 added.

The largest buyer was Assenagon Asset Management, adding an estimated $21M. The largest seller was Praesidium Investment Management Company, exiting entirely with an estimated $32.2M sold.

  • 218 institutional investors held Progress Software (PRGS) as of Q3 2020, down from 226 in Q2 2020.
  • Funds reported $1.58B of Progress Software stock for Q3 2020, down 4.1% quarter-over-quarter.
  • 21 funds opened new Progress Software positions in Q3 2020 and 27 closed out, a net change of -6 holders.
  • The largest Progress Software buyer in Q3 2020 was Assenagon Asset Management, an estimated $21M added.
  • The largest Progress Software seller in Q3 2020 was Praesidium Investment Management Company, an estimated $32.2M sold.

Based on aggregated 13F filings for Q3 2020.