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Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
451
NorthCrest Asset Manangement
Minnesota
$2.07M +$2.07M +20,115 New
ACM
452
Azimuth Capital Management
Michigan
$2.06M -$264K -2,570 -11%
CIP
453
Capital Insight Partners
Arizona
$2.05M +$98.9K +964 +5%
CTA
454
Chesley Taft & Associates
Illinois
$2.04M -$3.59K -35 -0.2%
FANJ
455
Financial Architects (New Jersey)
New Jersey
$2.03M +$31.1K +303 +2%
BPC
456
Banque Pictet & Cie
Switzerland
$2.03M +$2.03M +19,755 New
IMRF
457
Illinois Municipal Retirement Fund
Illinois
$2.02M +$371K +3,616 +22%
VPIM
458
Vanguard Personalized Indexing Management
California
$2M +$832K +8,102 +71%
CAPTRUST Financial Advisors
459
CAPTRUST Financial Advisors
North Carolina
$1.99M -$102K -993 -5%
LF
460
Lantz Financial
Illinois
$1.99M +$28.7K +280 +1%
RC
461
RegentAtlantic Capital
New Jersey
$1.99M -$68.9K -671 -3%
NB
462
Norinchukin Bank
Japan
$1.98M -$32.6K -318 -2%
FNBOMD
463
First National Bank of Mount Dora
Florida
$1.95M +$228K +2,220 +13%
HC
464
Hendley & Co
Ohio
$1.94M -$6.54M -63,745 -77%
AIC
465
Aurora Investment Counsel
Georgia
$1.92M +$41.9K +408 +2%
BCMO
466
Buckingham Capital Management (Ohio)
Ohio
$1.91M -$175K -1,703 -8%
BI
467
Blooom Inc
Kansas
$1.9M +$2.89K +28 +0.2%
AP
468
Advisor Partners
California
$1.89M -$35.2K -343 -2%
GWM
469
Geneos Wealth Management
Colorado
$1.88M +$77.7K +757 +4%
RPWA
470
Regent Peak Wealth Advisors
Georgia
$1.88M -$7.49K -73 -0.4%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$1.85M +$1.85M +18,026 New
UCFA
472
United Capital Financial Advisors
Texas
$1.85M -$4.14M -40,328 -69%
WB
473
WesBanco Bank
West Virginia
$1.83M -$62.1K -605 -3%
TWM
474
TriaGen Wealth Management
California
$1.83M – – –
PTC
475
Private Trust Company
Ohio
$1.82M -$248K -2,418 -12%
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