PGR icon

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 %
WPW
451
Waldron Private Wealth
Pennsylvania
$2.91M +$28.6K +205 +1%
CCA
452
Covey Capital Advisors
Georgia
$2.89M -$692K -4,967 -19%
BF
453
BOK Financial
Oklahoma
$2.89M -$987K -6,241 -25%
BBA
454
Baader Bank Aktiengesellschaft
Germany
$2.86M +$746K +5,354 +35%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.84M -$83.3K -598 -3%
EF
456
Empirical Finance
Pennsylvania
$2.82M +$278K +1,993 +11%
SI
457
Stephens Inc
Arkansas
$2.8M +$417K +2,990 +17%
ZCI
458
Zevenbergen Capital Investments
Washington
$2.79M -$31.3K -225 -1%
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$2.77M +$8.64K +62 +0.3%
JIC
460
Johnson Investment Counsel
Ohio
$2.74M +$187K +1,342 +7%
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
$2.72M +$165K +1,185 +6%
SFP
462
Shepherd Financial Partners
Massachusetts
$2.71M -$301K -2,164 -10%
EWM
463
Evercore Wealth Management
New York
$2.66M -$171K -1,225 -6%
AA
464
Ancora Advisors
Ohio
$2.64M +$37.1K +266 +1%
CTA
465
Chesley Taft & Associates
Illinois
$2.64M +$10.4K +75 +0.4%
AWS
466
Atria Wealth Solutions
New York
$2.63M -$2.65K -19 -0.1%
PF
467
Phoenix Financial
Israel
$2.6M +$756K +5,430 +41%
RPWA
468
Regent Peak Wealth Advisors
Georgia
$2.58M -$11.3K -81 -0.4%
NMIMC
469
Northwestern Mutual Investment Management Company
Wisconsin
$2.57M +$1.39K +10 +0.1%
SWM
470
Sugarloaf Wealth Management
Georgia
$2.57M +$83.3K +598 +3%
SDIC
471
South Dakota Investment Council
South Dakota
$2.56M -$236K -1,692 -8%
Cetera Investment Advisers
472
Cetera Investment Advisers
Illinois
$2.52M -$84.7K -608 -3%
Assenagon Asset Management
473
Assenagon Asset Management
Luxembourg
$2.52M -$23.9M -171,675 -90%
VanEck Associates
474
VanEck Associates
New York
$2.52M +$210K +1,509 +9%
CIP
475
Capital Insight Partners
Arizona
$2.5M +$78.8K +566 +3%
17 18
19
20 21