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Progressive
PGR

Overview Fund Activity

987 hedge funds and large institutions have $45.6B invested in Progressive in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+5
Holders Change %
+0.51%
% of All Funds
17.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.62%
New
97
Increased
400
Reduced
369
Closed
84
Calls
$104M
Puts
$145M
Net Calls
-$41.5M
Net Calls Change
+$20.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$794M
2
Capital World Investors
Capital World Investors
California
+$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$159M
4
Bank of America
Bank of America
North Carolina
+$144M
5
BlackRock
BlackRock
New York
+$132M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$407M
2
GQG Partners
GQG Partners
Florida
-$316M
3
ECU
Egerton Capital (UK)
United Kingdom
-$298M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$235M
5
AAMU
Amundi Asset Management US
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
576
Kestra Advisory Services
Texas
$936K +$341K +3,565 +57%
IWS
577
Insight Wealth Strategies
California
$935K +$935K +9,775 New
PAM
578
Paradigm Asset Management
New York
$927K -$47.8K -500 -5%
SHGA
579
Sand Hill Global Advisors
California
$927K – – –
CWM
580
Circle Wealth Management
New Jersey
$922K -$37.7K -394 -4%
OL
581
Optas LLC
Texas
$913K +$2.2K +23 +0.2%
CFS
582
Capital Financial Services
New York
$912K +$9.56K +100 +1%
UB
583
UMB Bank
Missouri
$907K -$6.98K -73 -0.8%
CBB
584
Citizens Business Bank
California
$904K +$187K +1,950 +26%
GT
585
Greenleaf Trust
Michigan
$893K +$85.5K +894 +11%
PA
586
Profund Advisors
Maryland
$890K +$94K +983 +12%
CFA
587
CWS Financial Advisors
Michigan
$880K -$24.3K -254 -3%
IIM
588
Ironwood Investment Management
Massachusetts
$873K – – –
AWM
589
Apollon Wealth Management
South Carolina
$862K +$862K +9,019 New
Squarepoint
590
Squarepoint
New York
$849K -$2.8M -29,316 -77%
CB
591
Cadence Bank
Mississippi
$849K +$17.7K +185 +2%
FMBTD
592
First Midwest Bank Trust Division
Illinois
$845K +$11.8K +123 +1%
TH
593
TCTC Holdings
Texas
$837K -$44.7K -468 -5%
FBFS
594
First Business Financial Services
Wisconsin
$833K +$89.5K +936 +12%
VIA
595
Vident Investment Advisory
Georgia
$818K -$1.78M -18,619 -69%
HBT
596
Heartland Bank & Trust
Illinois
$804K +$2.01K +21 +0.3%
SFM
597
Signet Financial Management
New Jersey
$802K -$23.5K -246 -3%
EAM
598
Eukles Asset Management
Ohio
$791K +$87.9K +919 +12%
FB
599
Fulton Bank
Pennsylvania
$786K +$59.1K +618 +8%
AIP
600
Ameritas Investment Partners
Nebraska
$785K -$39.1K -409 -5%
22 23
24
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