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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 %
SWP
326
Stratos Wealth Partners
Ohio
$8.55M +$161K +1,154 +2%
BCM
327
Barometer Capital Management
Ontario, Canada
$8.48M +$8.48M +60,920 New
AI
328
Atria Investments
North Carolina
$8.42M +$8.36K +60 +0.1%
GCM
329
GoodHaven Capital Management
New Jersey
$8.42M – – –
Wealthfront Advisers
330
Wealthfront Advisers
California
$8.16M +$408K +2,932 +5%
KWILP
331
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.08M +$8.08M +58,029 New
RFC
332
Regions Financial Corp
Alabama
$7.91M -$119K -852 -1%
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$7.88M +$403K +2,892 +5%
RC
334
Roundview Capital
New Jersey
$7.86M +$495K +3,550 +7%
MCM
335
MAI Capital Management
Ohio
$7.81M +$148K +1,066 +2%
II
336
Inspire Investing
Idaho
$7.74M +$7.74M +55,571 New
CLOS
337
Compagnie Lombard Odier SCmA
Switzerland
$7.73M +$182K +1,305 +2%
NEI
338
Northwest & Ethical Investments
Ontario, Canada
$7.68M -$15.5K -111 -0.2%
TAF
339
Tredje AP-fonden
Sweden
$7.53M – – –
BBVA
340
Banco Bilbao Vizcaya Argentaria
Spain
$7.45M +$272K +1,974 +4%
GIBU
341
Gulf International Bank (UK)
United Kingdom
$7.44M -$804K -5,773 -10%
BCIM
342
British Columbia Investment Management
British Columbia, Canada
$7.41M -$9.83M -70,553 -57%
VPIM
343
Vanguard Personalized Indexing Management
California
$7.33M +$1.07M +7,685 +17%
GC
344
Guggenheim Capital
Illinois
$7.11M -$521K -3,743 -7%
SFA
345
Sequoia Financial Advisors
Ohio
$7.07M +$207K +1,485 +3%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$6.83M -$1.48M -10,622 -18%
EMPI
347
Elo Mutual Pension Insurance
Finland
$6.82M +$113K +813 +2%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$6.8M +$2.14M +15,390 +46%
MW
349
Marcum Wealth
Ohio
$6.65M -$5.99K -43 -0.1%
Qube Research & Technologies (QRT)
350
Qube Research & Technologies (QRT)
United Kingdom
$6.5M -$49.7M -356,478 -88%
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