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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Basswood Capital Management
New York
$11.5M +$8.1M +58,162 +239%
IMRF
302
Illinois Municipal Retirement Fund
Illinois
$11.5M +$6.77M +48,617 +143%
MOACM
303
Mutual of America Capital Management
New York
$11.4M -$319K -2,292 -3%
KeyBank National Association
304
KeyBank National Association
Ohio
$10.9M -$8.08K -58 -0.1%
CW
305
Connectus Wealth
Ohio
$10.8M +$147K +1,057 +1%
CFB
306
Cullen/Frost Bankers
Texas
$10.8M -$198K -1,422 -2%
DWM
307
Dakota Wealth Management
Florida
$10.8M -$77.2K -554 -0.7%
DILIC
308
Dai-ichi Life Insurance Company
Japan
$10.7M -$5.18M -37,191 -33%
JA
309
JLB & Associates
Michigan
$10.6M +$288K +2,068 +3%
VWM
310
Venturi Wealth Management
Texas
$10.5M +$211K +1,513 +2%
RP
311
Reinhart Partners
Wisconsin
$10.5M -$144K -1,032 -1%
MHIC
312
Marble Harbor Investment Counsel
Massachusetts
$10.4M -$139K -1,000 -1%
MGIM
313
M&G Investment Management
United Kingdom
$10.1M +$6.9M +49,665 +213%
GIA
314
GHP Investment Advisors
Colorado
$9.6M -$16.6K -107 -0.2%
Robeco Institutional Asset Management
315
Robeco Institutional Asset Management
Netherlands
$9.56M +$890K +6,386 +10%
EWA
316
EverSource Wealth Advisors
Alabama
$9.55M +$77.6K +557 +0.8%
CII
317
Capital International Inc
California
$9.55M -$219K -1,571 -2%
EI
318
Ethic Inc
New York
$9.41M +$1.84M +13,192 +24%
NAM
319
Nissay Asset Management
Japan
$9.38M +$301K +2,160 +3%
T
320
TOBAM
France
$9.36M +$8.42M +60,452 +894%
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$9.31M -$403K -2,892 -4%
Wealth Enhancement Advisory Services
322
Wealth Enhancement Advisory Services
Minnesota
$9.28M +$3.31M +23,748 +55%
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$9.06M -$20.5M -147,176 -69%
BFA
324
Bragg Financial Advisors
North Carolina
$8.95M -$133K -956 -1%
FNBT
325
FineMark National Bank & Trust
Florida
$8.64M -$33.7K -242 -0.4%
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