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Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
3
MG
Meritage Group
California
+$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
5
Brown Advisory
Brown Advisory
Maryland
+$156M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$444M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$422M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$287M
4
Artisan Partners
Artisan Partners
Wisconsin
-$257M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
551
Phoenix Financial
Israel
$1.75M +$1.75M +13,254 New
CI
552
Carroll Investors
South Carolina
$1.74M +$794 +6 +0%
AWP
553
Accretive Wealth Partners
New Jersey
$1.74M +$19.1K +144 +1%
LA
554
Lindenwold Advisors
Pennsylvania
$1.73M -$215K -1,622 -11%
SCA
555
Snowden Capital Advisors
New York
$1.72M -$78.2K -591 -4%
LBWM
556
Left Brain Wealth Management
Illinois
$1.71M -$2.89M -21,804 -63%
AAS
557
Avantax Advisory Services
Texas
$1.71M +$924K +6,983 +118%
KCG
558
Kinsale Capital Group
Virginia
$1.68M +$493K +3,727 +42%
BAMCO Inc
559
BAMCO Inc
New York
$1.65M +$199K +1,500 +14%
GT
560
Greenleaf Trust
Michigan
$1.65M -$120K -906 -7%
N
561
Natixis
France
$1.65M +$1.65M +12,433 New
DCM
562
Donaldson Capital Management
Indiana
$1.64M +$212K +1,598 +15%
LCM
563
Liberty Capital Management
Michigan
$1.63M +$30.6K +231 +2%
BFG
564
Bleakley Financial Group
New Jersey
$1.62M +$167K +1,263 +12%
AWM
565
Angeles Wealth Management
California
$1.61M -$532K -4,018 -25%
SS
566
Simplicity Solutions
Minnesota
$1.61M +$154K +1,161 +11%
SVWAG
567
Sound View Wealth Advisors Group
Georgia
$1.6M +$20.7K +156 +1%
CK
568
Cohen Klingenstein
New York
$1.59M – – –
TMAM
569
Tokio Marine Asset Management
Japan
$1.57M +$75.1K +567 +5%
JFGIW
570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M +$523K +3,951 +51%
BAM
571
Blueshift Asset Management
New Jersey
$1.55M -$171K -1,291 -10%
SIC
572
Sigma Investment Counselors
Michigan
$1.55M -$58.2K -440 -4%
BOC
573
Barbara Oil Co
Illinois
$1.54M – – –
VWA
574
V Wealth Advisors
Kansas
$1.53M -$662 -5 -0%
SCM
575
Silvant Capital Management
Georgia
$1.5M -$662 -5 -0%
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