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Progressive

426 hedge funds and large institutions have $11.3B invested in Progressive in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.9% more ownership

Funds ownership: 72.87%75.77% (+2.9%)

1% more funds holding

Funds holding: 420426 (+6)

3% more capital invested

Capital invested by funds: $10.9B → $11.3B (+$342M)

3% less call options, than puts

Call options by funds: $5.77M | Put options by funds: $5.97M

19% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 170

Holders
426
Holders Change
+6
Holders Change %
+1.43%
% of All Funds
12.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
43
Increased
138
Reduced
170
Closed
33
Calls
$5.77M
Puts
$5.97M
Net Calls
-$206K
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
376
Advisors Asset Management
Colorado
$73K -$4.93K -200 -6%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$69K +$20.9K +849 +45%
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K
MCM
379
Manchester Capital Management
Vermont
$58K -$6.33K -257 -10%
SAMC
380
Shinko Asset Management Company
Japan
$56K -$4.93K -200 -8%
TCOV
381
Trust Company of Vermont
Vermont
$56K +$18.5K +750 +51%
WA
382
Winfield Associates
Ohio
$55K -$131K -5,318 -71%
MAM
383
Mizuho Asset Management
Japan
$54K +$28.1K +1,142 +115%
LBG
384
Lloyds Banking Group
United Kingdom
$53K -$788 -32 -2%
Acadian Asset Management
385
Acadian Asset Management
Massachusetts
$52K +$50.3K +2,042 New
HCC
386
Hirtle Callaghan & Co
Pennsylvania
$46K
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$45K
Lazard Asset Management
388
Lazard Asset Management
New York
$42K
MA
389
MCF Advisors
Kentucky
$40K +$39.3K +1,595 New
DBT
390
Dubuque Bank & Trust
Iowa
$32K
Creative Planning
391
Creative Planning
Kansas
$32K +$2.46K +100 +8%
1IC
392
1919 Investment Counsel
Maryland
$31K
NSIM
393
North Star Investment Management
Illinois
$28K
WTC
394
WhitTier Trust Company
Nevada
$25K
WA
395
WFG Advisors
Texas
$24K
GSC
396
Ground Swell Capital
South Carolina
$23K +$7.2K +292 +48%
CWM
397
Cranbrook Wealth Management
Michigan
$20K
ST
398
Smithfield Trust
Pennsylvania
$20K
First Manhattan
399
First Manhattan
New York
$20K +$20.1K +815 New
WTB
400
Washington Trust Bank
Washington
$19K