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 %
PA
501
Pinnacle Associates
New York
$2.23M -$57.7K -414 -3%
SC
502
Settian Capital
New York
$2.23M – – –
Squarepoint
503
Squarepoint
New York
$2.21M -$6.85M -49,172 -76%
EF
504
Empowered Funds
Pennsylvania
$2.21M -$1.15M -8,231 -34%
WB
505
WesBanco Bank
West Virginia
$2.2M -$17.1K -123 -0.8%
MWM
506
Meridian Wealth Management
Kentucky
$2.19M +$1.11M +7,949 +102%
BCV
507
Banque Cantonale Vaudoise
Switzerland
$2.19M -$616K -4,423 -22%
USAA
508
United Services Automobile Association
Texas
$2.18M +$289K +2,075 +15%
CFC
509
Coyle Financial Counsel
Illinois
$2.13M -$30.5K -219 -1%
ACIM
510
Azimuth Capital Investment Management
Michigan
$2.12M -$6.97K -50 -0.3%
WVP
511
Worth Venture Partners
New Jersey
$2.12M – – –
FWCM
512
Ferguson Wellman Capital Management
Oregon
$2.09M -$6.13K -44 -0.3%
BSW
513
Buckingham Strategic Wealth
Missouri
$2.09M +$8.22K +59 +0.4%
KOCAA
514
Knights of Columbus Asset Advisors
Connecticut
$2.09M +$63.1K +453 +3%
NP
515
NorthRock Partners
Minnesota
$2.08M +$784K +5,627 +60%
NAM
516
NorthCrest Asset Manangement
Minnesota
$2.08M -$15.9K -114 -0.8%
SCC
517
Steel Canyon Capital
Arizona
$2.07M -$1.42M -10,218 -41%
3IP
518
3Chopt Investment Partners
Virginia
$2.06M -$5.43K -39 -0.3%
AWM
519
AE Wealth Management
Kansas
$2.02M -$5.9M -42,389 -75%
Vontobel Holding
520
Vontobel Holding
Switzerland
$2.02M -$604K -4,337 -23%
LI
521
LMCG Investments
Massachusetts
$2.02M -$701K -5,033 -26%
NW
522
NewEdge Wealth
Pennsylvania
$1.98M +$13.8K +99 +0.7%
LWAM
523
Legacy Wealth Asset Management
Minnesota
$1.97M -$5.57K -40 -0.3%
PAS
524
Park Avenue Securities
New York
$1.97M -$545K -3,909 -22%
BAM
525
Blueshift Asset Management
New Jersey
$1.96M +$329K +2,365 +20%
19 20
21
22 23