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Progressive

438 hedge funds and large institutions have $12.3B invested in Progressive in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

999% more call options, than puts

Call options by funds: $5.11M | Put options by funds: $465K

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% more capital invested

Capital invested by funds: $12.1B → $12.3B (+$241M)

0.81% more ownership

Funds ownership: 76.38%77.19% (+0.81%)

0% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 160

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

1% less funds holding

Funds holding: 444438 (-6)

Holders
438
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
11.67%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
46
Increased
160
Reduced
160
Closed
47
Calls
$5.11M
Puts
$465K
Net Calls
+$4.64M
Net Calls Change
-$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$101M -$30M -1,124,065 -23%
JWBC
27
John W. Bristol & Co
New York
$89.9M -$10M -375,143 -10%
MCI
28
McDonald Capital Investors
California
$85.8M +$3.3M +123,690 +4%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$82.6M -$164K -6,132 -0.2%
Wells Fargo
30
Wells Fargo
California
$78.3M +$9.95M +372,743 +15%
Legal & General Group
31
Legal & General Group
United Kingdom
$66.2M -$850K -31,849 -1%
TCM
32
Tran Capital Management
California
$65.3M -$4.6M -172,359 -7%
Norges Bank
33
Norges Bank
Norway
$62.9M +$996K +37,327 +2%
RIM
34
RS Investment Management
California
$60.9M +$59.4M +2,223,250 +12,777%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$60M +$2.75M +102,989 +5%
UBS AM
36
UBS AM
Illinois
$48.2M -$2.94M -109,975 -6%
Goldman Sachs
37
Goldman Sachs
New York
$47.2M -$3.07M -115,109 -6%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$45.8M +$4.87M +182,392 +12%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$44.6M
TFP
40
Triple Frond Partners
California
$43.8M
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$43.6M -$5.29M -198,321 -11%
Prudential Financial
42
Prudential Financial
New Jersey
$43.5M +$8.35M +312,920 +24%
EARNEST Partners
43
EARNEST Partners
Georgia
$42.9M -$2.65M -99,300 -6%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$41.9M +$206K +7,732 +0.5%
WG
45
Winton Group
United Kingdom
$40.1M +$24M +898,311 +156%
TSW
46
Thompson Siegel & Walmsley
Virginia
$39.5M +$2.72M +101,790 +8%
Charles Schwab
47
Charles Schwab
California
$38.9M +$731K +27,394 +2%
CIM
48
Confluence Investment Management
Missouri
$37.8M +$2.14M +80,117 +6%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$36.8M -$18.3M -687,210 -34%
RFC
50
Russell Frank Company
Washington
$36.2M -$1.27M -47,528 -3%