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Progressive

1,056 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

13% more capital invested

Capital invested by funds: $44B → $49.6B (+$5.67B)

7% more funds holding

Funds holding: 9831,056 (+73)

0.54% more ownership

Funds ownership: 83.84%84.38% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $228M

Holders
1,056
Holders Change
+73
Holders Change %
+7.43%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
163
Increased
362
Reduced
390
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$359M -$3.03M -31,745 -0.9%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$343M +$3.51M +36,800 +1%
UBS AM
28
UBS AM
Illinois
$335M +$13.3M +139,212 +4%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$313M -$35.5M -371,452 -11%
Victory Capital Management
30
Victory Capital Management
Texas
$297M +$224M +2,342,430 +425%
FMI
31
Fiduciary Management Inc
Wisconsin
$293M -$20.2M -212,022 -7%
Charles Schwab
32
Charles Schwab
California
$285M +$8.93M +93,570 +3%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$276M -$21.7M -227,542 -8%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$274M -$961K -10,067 -0.4%
N
35
Nuveen
North Carolina
$263M -$727K -7,615 -0.3%
Goldman Sachs
36
Goldman Sachs
New York
$259M +$8.65M +90,616 +4%
First Trust Advisors
37
First Trust Advisors
Illinois
$249M +$25.7M +269,606 +12%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$249M -$45.4M -475,457 -17%
Wells Fargo
39
Wells Fargo
California
$248M -$5.19M -54,347 -2%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$245M -$21.5M -225,482 -9%
TAM
41
Timucuan Asset Management
Florida
$236M +$4.38M +45,847 +2%
PPA
42
Parametric Portfolio Associates
Washington
$234M +$12.7M +133,215 +6%
BWA
43
Brave Warrior Advisors
New York
$230M -$3.84M -40,264 -2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$228M -$8.55M -89,600 -4%
Morgan Stanley
45
Morgan Stanley
New York
$227M +$20.2M +211,658 +11%
CB
46
Cooke & Bieler
Pennsylvania
$224M +$3.4M +35,625 +2%
Capital Research Global Investors
47
Capital Research Global Investors
California
$206M -$62K -649 -0%
CVA
48
Ceredex Value Advisors
Florida
$202M +$97.6M +1,022,891 +108%
Barclays
49
Barclays
United Kingdom
$199M +$9.36M +98,008 +5%
ClearBridge Investments
50
ClearBridge Investments
New York
$196M +$32.1M +336,240 +21%