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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 %
SLT
476
St Louis Trust
Missouri
$2.48M – – –
EAM
477
Eukles Asset Management
Ohio
$2.47M +$26.9K +193 +1%
DADC
478
D.A. Davidson & Co
Montana
$2.44M +$266K +1,910 +12%
PAM
479
Panagora Asset Management
Massachusetts
$2.43M -$48.7M -349,848 -95%
ASN
480
Advisory Services Network
Georgia
$2.42M +$51K +366 +2%
HTC
481
Haverford Trust Company
Pennsylvania
$2.42M +$245K +1,762 +11%
O
482
Ossiam
France
$2.41M +$1.24M +8,915 +106%
MECA
483
Miller Equity Capital Advisors
Texas
$2.41M – – –
NA
484
NewEdge Advisors
Louisiana
$2.4M -$1.16M -8,349 -33%
ST
485
Sabal Trust
Florida
$2.4M +$982K +7,046 +69%
CAM
486
Carret Asset Management
New York
$2.4M +$361K +2,594 +18%
BPA
487
Beacon Pointe Advisors
California
$2.38M +$966K +6,932 +68%
LF
488
Lantz Financial
Illinois
$2.38M -$48.1K -345 -2%
HW
489
Hancock Whitney
Mississippi
$2.35M -$284K -2,038 -11%
KCG
490
Kinsale Capital Group
Virginia
$2.34M +$574K +4,124 +33%
OAM
491
Ostrum Asset Management
France
$2.34M +$2.22M +15,963 +1,971%
SFI
492
Siemens Fonds Invest
Germany
$2.33M +$440K +3,156 +23%
ATPW
493
Ashton Thomas Private Wealth
Arizona
$2.33M +$4.6K +33 +0.2%
ACM
494
Aubrey Capital Management
United Kingdom
$2.33M -$74.3K -600 -3%
MLFP
495
MPS Loria Financial Planners
Illinois
$2.32M – – –
BHPW
496
Beverly Hills Private Wealth
California
$2.3M -$2.45M -17,576 -52%
GSB
497
Greenfield Savings Bank
Massachusetts
$2.26M -$64.4K -462 -3%
HIG
498
Herr Investment Group
Texas
$2.25M +$2.25M +16,167 New
FTDI
499
First Trust Direct Indexing
Massachusetts
$2.25M +$76.3K +548 +4%
B
500
Bailard
California
$2.24M +$958K +6,877 +75%
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