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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 %
LSA
501
L & S Advisors
California
$2.39M +$2.39M +16,732 New
MLFP
502
MPS Loria Financial Planners
Illinois
$2.39M – – –
VanEck Associates
503
VanEck Associates
New York
$2.38M +$2.38M +16,647 New
WB
504
WesBanco Bank
West Virginia
$2.38M -$62.8K -439 -3%
FCM
505
FJ Capital Management
Virginia
$2.35M -$149K -1,040 -6%
EF
506
Empirical Finance
Pennsylvania
$2.35M +$116K +810 +5%
FTDI
507
First Trust Direct Indexing
Massachusetts
$2.34M +$32.8K +229 +1%
AAM
508
Advisors Asset Management
Colorado
$2.33M -$1.18M -8,225 -34%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$2.33M +$620K +4,335 +36%
AWM
510
Angeles Wealth Management
California
$2.31M +$116K +810 +5%
SWM
511
Sugarloaf Wealth Management
Georgia
$2.28M +$2.28M +15,969 New
BAMF
512
BI Asset Management Fondsmaeglerselskab
Denmark
$2.27M -$189K -1,322 -8%
CFG
513
Citizens Financial Group
Rhode Island
$2.26M +$498K +3,481 +28%
SAM
514
Summit Asset Management
Tennessee
$2.26M – – –
TWM
515
TriaGen Wealth Management
California
$2.25M -$37.2K -260 -2%
ASN
516
Advisory Services Network
Georgia
$2.24M -$89.7K -627 -4%
NCGI
517
Next Century Growth Investors
Minnesota
$2.24M -$51.6K -361 -2%
FWCM
518
Ferguson Wellman Capital Management
Oregon
$2.24M -$28.9K -202 -1%
CFC
519
Coyle Financial Counsel
Illinois
$2.22M +$569K +3,980 +34%
ACIM
520
Azimuth Capital Investment Management
Michigan
$2.22M -$365K -2,550 -14%
DADC
521
D.A. Davidson & Co
Montana
$2.21M +$61.2K +428 +3%
BCM
522
BlueCrest Capital Management
Jersey
$2.18M +$2.18M +15,240 New
GH
523
GAM Holding
Switzerland
$2.18M +$15.2K +106 +0.7%
BBA
524
Baader Bank Aktiengesellschaft
Germany
$2.17M +$999K +6,980 +85%
NAM
525
NorthCrest Asset Manangement
Minnesota
$2.15M +$1.7M +11,874 +376%
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