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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 %
SIC
551
Sigma Investment Counselors
Michigan
$1.73M -$54.4K -380 -3%
LCM
552
Liberty Capital Management
Michigan
$1.73M – – –
CK
553
Cohen Klingenstein
New York
$1.72M – – –
MYAM
554
Meiji Yasuda Asset Management
Japan
$1.71M -$2.25M -15,754 -57%
SVWAG
555
Sound View Wealth Advisors Group
Georgia
$1.7M +$367K +2,567 +27%
LWA
556
Lineweaver Wealth Advisors
Ohio
$1.68M +$37.3K +261 +2%
EWA
557
Exencial Wealth Advisors
Oklahoma
$1.67M +$260K +1,814 +18%
GLA
558
Great Lakes Advisors
Illinois
$1.66M -$1.49M -10,413 -47%
QCM
559
Quantinno Capital Management
New York
$1.66M +$570K +3,980 +52%
BOC
560
Barbara Oil Co
Illinois
$1.66M – – –
VWA
561
V Wealth Advisors
Kansas
$1.65M -$23K -161 -1%
EP
562
Edgestream Partners
New Jersey
$1.65M +$1M +7,017 +156%
P
563
Pitcairn
Pennsylvania
$1.64M +$673K +4,702 +69%
YC
564
Yarbrough Capital
Tennessee
$1.63M +$481K +3,363 +42%
SCM
565
Silvant Capital Management
Georgia
$1.62M – – –
BCM
566
Brookstone Capital Management
Illinois
$1.62M +$634K +4,579 +64%
TMAM
567
Tokio Marine Asset Management
Japan
$1.61M +$207K +1,447 +15%
KA
568
Kintegral Advisory
New York
$1.6M -$85.8K -600 -5%
OL
569
Optas LLC
Texas
$1.59M -$104K -728 -6%
FSG
570
Financial Strategies Group
Michigan
$1.59M +$147K +1,030 +10%
NF
571
Nvest Financial
New Hampshire
$1.58M +$61.2K +428 +4%
BRWA
572
B. Riley Wealth Advisors
Florida
$1.58M +$468K +3,273 +42%
CTC
573
Central Trust Company
Missouri
$1.57M -$54.4K -380 -3%
OFG
574
Oxford Financial Group
Indiana
$1.57M – – –
BAMCO Inc
575
BAMCO Inc
New York
$1.57M +$172K +1,200 +12%
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