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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 %
MYIA
401
Mount Yale Investment Advisors
Colorado
$4.41M +$64.8K +465 +1%
CAN
402
Cetera Advisor Networks
California
$4.37M -$281K -2,017 -6%
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$4.36M +$4.36M +31,274 New
GCMG
404
Gyroscope Capital Management Group
Florida
$4.28M -$194K -1,393 -4%
NMERB
405
New Mexico Educational Retirement Board
New Mexico
$4.25M +$293K +2,100 +7%
MWM
406
Moran Wealth Management
Florida
$4.24M -$11.2M -80,489 -73%
MGP
407
Metis Global Partners
California
$4.14M +$558K +4,003 +16%
API
408
Advisor Partners II
California
$4.09M -$121K -870 -3%
AC
409
Annandale Capital
Texas
$4.07M – – –
JWM
410
Janiczek Wealth Management
Colorado
$4.04M +$107K +771 +3%
SC
411
Sepio Capital
Utah
$4.03M -$194K -1,396 -5%
TI
412
Tidal Investments
Wisconsin
$4.01M +$874K +6,277 +28%
CAM
413
Cresset Asset Management
Illinois
$3.97M +$278K +1,999 +8%
GL
414
GHE LLC
Tennessee
$3.97M -$25.2K -181 -0.6%
ACM
415
Advance Capital Management
Michigan
$3.96M +$975 +7 +0%
IC
416
IEQ Capital
California
$3.92M +$176K +1,264 +5%
AMCA
417
Arthur M. Cohen & Associates
Illinois
$3.91M +$40K +287 +1%
TRCT
418
Tower Research Capital (TRC)
New York
$3.91M +$1.22M +8,728 +45%
ACM
419
Alamar Capital Management
California
$3.83M +$325K +2,335 +9%
DAM
420
Diamant Asset Management
Connecticut
$3.79M – – –
VCA
421
Verdence Capital Advisors
Maryland
$3.74M +$167K +1,202 +5%
EOJOAM
422
E. Ohman J:or Asset Management
Sweden
$3.72M +$97.5K +700 +3%
HFS
423
Hantz Financial Services
Michigan
$3.7M +$3.7M +26,546 New
SWS
424
SYSTM Wealth Solutions
Illinois
$3.66M -$365K -2,622 -9%
MYAM
425
Meiji Yasuda Asset Management
Japan
$3.63M +$2.08M +14,900 +133%
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