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Progressive
PGR

Overview Fund Activity

1,182 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
126
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$452M
2
DZ Bank
DZ Bank
Germany
+$383M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$201M
4
Brown Advisory
Brown Advisory
Maryland
+$192M
5
Invesco
Invesco
Georgia
+$112M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$213M
2
State Street
State Street
Massachusetts
-$166M
3
OAG
Orbis Allan Gray
Bermuda
-$130M
4
Victory Capital Management
Victory Capital Management
Texas
-$128M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
451
Geneos Wealth Management
Colorado
$3.28M -$530K -3,706 -14%
EIP
452
Epoch Investment Partners
New York
$3.25M – – –
EF
453
Empowered Funds
Pennsylvania
$3.24M -$356K -2,490 -10%
AIM
454
Achmea Investment Management
Netherlands
$3.22M -$4.76M -33,274 -60%
SG Americas Securities
455
SG Americas Securities
New York
$3.2M -$2.3M -16,053 -42%
BMO
456
Beck Mack & Oliver
New York
$3.15M -$1.43K -10 -0%
NW
457
NewEdge Wealth
Pennsylvania
$3.13M +$175K +1,220 +6%
WPW
458
Waldron Private Wealth
Pennsylvania
$3.12M +$72.5K +507 +2%
SFP
459
Shepherd Financial Partners
Massachusetts
$3.05M -$11.7K -82 -0.4%
HNB
460
Huntington National Bank
Ohio
$3.05M +$21.5K +150 +0.7%
EWM
461
Evercore Wealth Management
New York
$3M +$1K +7 +0%
MAM
462
Martingale Asset Management
Massachusetts
$2.99M +$1.46M +10,205 +96%
SDIC
463
South Dakota Investment Council
South Dakota
$2.98M – – –
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.98M -$21.5K -150 -0.7%
BF
465
BOK Financial
Oklahoma
$2.95M -$2.09M -14,593 -41%
V
466
Veritable
Delaware
$2.93M -$80.5K -563 -3%
FF
467
Fluent Financial
Texas
$2.9M -$120K -838 -4%
ZCI
468
Zevenbergen Capital Investments
Washington
$2.9M -$6.44K -45 -0.2%
QC
469
Quadrature Capital
United Kingdom
$2.86M -$5.63M -39,372 -66%
Cetera Investment Advisers
470
Cetera Investment Advisers
Illinois
$2.86M -$261K -1,826 -8%
TRCT
471
Tower Research Capital (TRC)
New York
$2.86M +$826K +5,776 +41%
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$2.85M +$60.9K +426 +2%
AA
473
Ancora Advisors
Ohio
$2.81M +$7.73K +54 +0.3%
CIP
474
Capital Insight Partners
Arizona
$2.81M -$66.7K -466 -2%
LI
475
LMCG Investments
Massachusetts
$2.79M -$11.9K -83 -0.4%
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