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Progressive
PGR

Overview Fund Activity

425 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
Holders
425
Holders Change
+6
Holders Change %
+1.43%
% of All Funds
12.34%
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

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$247M
3
Primecap Management
Primecap Management
California
$69.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$419M
5
Victory Capital Management
Victory Capital Management
Texas
$46.2M

Top Sellers

1
JSP
Jackson Square Partners
California
$0
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$72.4M
3
Macquarie Group
Macquarie Group
Australia
$306K
4
Capital Research Global Investors
Capital Research Global Investors
California
$844M
5
Aristotle Capital Management
Aristotle Capital Management
California
$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$69K +$21.3K +849 +45%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K – – –
MCM
378
Manchester Capital Management
Vermont
$58K -$6.54K -257 -10%
SAMC
379
Shinko Asset Management Company
Japan
$56K -$5.06K -200 -8%
TCOV
380
Trust Company of Vermont
Vermont
$56K +$18.8K +750 +51%
WA
381
Winfield Associates
Ohio
$55K -$136K -5,318 -71%
MAM
382
Mizuho Asset Management
Japan
$54K +$28.8K +1,142 +115%
LBG
383
Lloyds Banking Group
United Kingdom
$53K -$808 -32 -2%
Acadian Asset Management
384
Acadian Asset Management
Massachusetts
$52K +$52K +2,042 New
HCC
385
Hirtle Callaghan & Co
Pennsylvania
$46K – – –
CLOS
386
Compagnie Lombard Odier SCmA
Switzerland
$45K – – –
Lazard Asset Management
387
Lazard Asset Management
New York
$42K – – –
MA
388
MCF Advisors
Kentucky
$40K +$40K +1,595 New
DBT
389
Dubuque Bank & Trust
Iowa
$32K – – –
Creative Planning
390
Creative Planning
Kansas
$32K +$2.5K +100 +8%
1IC
391
1919 Investment Counsel
Maryland
$31K – – –
NSIM
392
North Star Investment Management
Illinois
$28K – – –
WTC
393
WhitTier Trust Company
Nevada
$25K – – –
WA
394
WFG Advisors
Texas
$24K – – –
GSC
395
Ground Swell Capital
South Carolina
$23K +$7.41K +292 +48%
ST
396
Smithfield Trust
Pennsylvania
$20K – – –
CWM
397
Cranbrook Wealth Management
Michigan
$20K – – –
First Manhattan
398
First Manhattan
New York
$20K +$20K +815 New
WTB
399
Washington Trust Bank
Washington
$19K – – –
VFA
400
Virtus Fund Advisers
Connecticut
$16K -$125K -4,874 -89%
14 15
16
17 18