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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 %
VAS
526
Vestmark Advisory Solutions
Massachusetts
$1.96M -$2.53M -18,180 -56%
WWA
527
WCG Wealth Advisors
Nevada
$1.94M +$1.94M +13,908 New
PCM
528
Penserra Capital Management
California
$1.93M +$769K +5,529 +66%
LWA
529
Lineweaver Wealth Advisors
Ohio
$1.92M -$578K -4,147 -23%
EP
530
Edgestream Partners
New Jersey
$1.86M +$1.22M +8,764 +191%
TMAM
531
Tokio Marine Asset Management
Japan
$1.83M +$182K +1,309 +11%
AWP
532
Accretive Wealth Partners
New Jersey
$1.82M -$3.62K -26 -0.2%
LA
533
Lindenwold Advisors
Pennsylvania
$1.82M +$418 +3 +0%
Bessemer Group
534
Bessemer Group
New Jersey
$1.82M -$355K -2,548 -16%
BAMCO Inc
535
BAMCO Inc
New York
$1.81M +$69.7K +500 +4%
SCA
536
Snowden Capital Advisors
New York
$1.77M -$34.7K -249 -2%
AGWCA
537
Annis Gardner Whiting Capital Advisors
Florida
$1.73M +$1.73M +12,447 New
AIMCA
538
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.73M -$2.11M -15,116 -55%
AAS
539
Avantax Advisory Services
Texas
$1.72M -$77.7K -558 -4%
LCM
540
Liberty Capital Management
Michigan
$1.71M – – –
BOS
541
Bank of Stockton
California
$1.69M +$275K +1,789 +19%
DCM
542
Donaldson Capital Management
Indiana
$1.69M -$43.5K -312 -3%
Two Sigma Investments
543
Two Sigma Investments
New York
$1.67M -$30.8M -221,445 -95%
CK
544
Cohen Klingenstein
New York
$1.67M – – –
LBWM
545
Left Brain Wealth Management
Illinois
$1.65M -$147K -1,056 -8%
PTC
546
Private Trust Company
Ohio
$1.63M -$221K -1,589 -12%
GT
547
Greenleaf Trust
Michigan
$1.62M -$110K -788 -6%
BOC
548
Barbara Oil Co
Illinois
$1.62M – – –
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.61M -$23.4K -168 -1%
Credit Agricole
550
Credit Agricole
France
$1.58M +$769K +5,519 +94%
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