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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 %
SIC
551
Sigma Investment Counselors
Michigan
$1.58M -$47.4K -340 -3%
BFG
552
Bleakley Financial Group
New Jersey
$1.58M -$125K -896 -7%
SS
553
Simplicity Solutions
Minnesota
$1.58M -$113K -811 -7%
SCM
554
Silvant Capital Management
Georgia
$1.58M – – –
CWA
555
CM Wealth Advisors
Ohio
$1.56M +$1.56M +9,785 New
CA
556
Cetera Advisors
Colorado
$1.56M +$129K +925 +9%
KA
557
Kintegral Advisory
New York
$1.56M -$975 -7 -0.1%
OL
558
Optas LLC
Texas
$1.55M +$7.24K +52 +0.5%
NF
559
Nvest Financial
New Hampshire
$1.54M +$16.7K +120 +1%
Capital Fund Management (CFM)
560
Capital Fund Management (CFM)
France
$1.52M -$16.9M -121,385 -92%
SVWAG
561
Sound View Wealth Advisors Group
Georgia
$1.52M -$164K -1,174 -10%
Two Sigma Advisers
562
Two Sigma Advisers
New York
$1.5M -$34.5M -248,000 -96%
TFA
563
Transamerica Financial Advisors
Florida
$1.49M -$387K -2,778 -21%
CT
564
Chicago Trust
Illinois
$1.48M -$6.97K -50 -0.5%
OFG
565
Oxford Financial Group
Indiana
$1.47M -$57K -409 -4%
TI
566
Trexquant Investment
Connecticut
$1.47M +$1.47M +10,536 New
MAM
567
Meeder Asset Management
Ohio
$1.46M +$1.46M +10,484 New
GWANC
568
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.46M +$184K +1,322 +14%
WANY
569
Wealthspire Advisors (New York)
New York
$1.44M +$716K +5,143 +99%
AF
570
Allworth Financial
California
$1.44M +$14.8K +106 +1%
S
571
SignatureFD
Georgia
$1.43M +$117K +838 +9%
BPC
572
Banque Pictet & Cie
Switzerland
$1.42M +$662K +4,752 +87%
GT
573
Glenview Trust
Kentucky
$1.42M +$7.1K +51 +0.5%
HCM
574
Highview Capital Management
Illinois
$1.42M -$10.4K -75 -0.7%
CTC
575
Central Trust Company
Missouri
$1.41M -$104K -750 -7%
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