PGR icon

Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
576
Capital Financial Services
New York
$979K – – –
KAS
577
Kestra Advisory Services
Texas
$977K +$196K +1,904 +25%
ETC
578
Exchange Traded Concepts
Oklahoma
$976K -$3.36M -32,746 -77%
SPIA
579
Steward Partners Investment Advisory
New York
$973K -$55.1K -537 -5%
HLOC
580
H.L. Ormond & Company
North Carolina
$972K +$972K +8,904 New
JGCM
581
Joseph Group Capital Management
Ohio
$968K +$968K +9,428 New
HW
582
Hancock Whitney
Mississippi
$966K -$19.1K -186 -2%
CG
583
Colony Group
Massachusetts
$963K +$37.6K +366 +4%
PA
584
Parallel Advisors
California
$962K +$308K +2,997 +47%
CWM
585
Circle Wealth Management
New Jersey
$959K – – –
CFA
586
CWS Financial Advisors
Michigan
$947K +$947K +9,224 New
PCM
587
Penserra Capital Management
California
$946K +$171K +1,558 +22%
GT
588
Greenleaf Trust
Michigan
$930K -$51.9K -506 -5%
Lazard Asset Management
589
Lazard Asset Management
New York
$927K -$508K -4,950 -35%
FCM
590
FJ Capital Management
Virginia
$927K +$927K +9,000 New
PDN
591
Pensionfund DSM Netherlands
Netherlands
$924K – – –
WAM
592
Winslow Asset Management
Ohio
$920K – – –
IIM
593
Ironwood Investment Management
Massachusetts
$917K – – –
WSTAM
594
Wilbanks Smith & Thomas Asset Management
Virginia
$911K +$58.2K +567 +7%
PAM
595
Paradigm Asset Management
New York
$903K -$20.5K -200 -2%
BEI
596
Benjamin Edwards Inc
Missouri
$902K +$245K +2,383 +37%
SHGA
597
Sand Hill Global Advisors
California
$898K -$411 -4 -0%
TH
598
TCTC Holdings
Texas
$885K -$14.2K -138 -2%
AIL
599
AGF Investments LLC
Ontario, Canada
$881K +$174K +1,696 +25%
FCM
600
Fairbanks Capital Management
California
$870K +$870K +8,479 New
22 23
24
25 26