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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 %
SS
576
Simplicity Solutions
Minnesota
$1.57M +$699K +4,888 +80%
BFG
577
Bleakley Financial Group
New Jersey
$1.57M +$97.4K +681 +7%
IMOV
578
Investment Management of Virginia
Virginia
$1.55M +$3.58K +25 +0.2%
DCM
579
Donaldson Capital Management
Indiana
$1.55M -$154K -1,076 -9%
Nomura Holdings
580
Nomura Holdings
Japan
$1.52M +$1.52M +10,650 New
SCC
581
Steel Canyon Capital
Arizona
$1.51M +$1.08M +7,560 +253%
SWA
582
Stratos Wealth Advisors
Ohio
$1.5M -$21.9K -153 -1%
LWAM
583
Legacy Wealth Asset Management
Minnesota
$1.5M -$23K -161 -2%
BPA
584
Beacon Pointe Advisors
California
$1.49M +$70.5K +493 +5%
CQS
585
Credential Qtrade Securities
$1.48M -$269K -1,880 -15%
Parallax Volatility Advisers
586
Parallax Volatility Advisers
California
$1.48M +$267K +1,864 +22%
B
587
Bailard
California
$1.48M -$124K -864 -8%
ST
588
Sabal Trust
Florida
$1.48M – – –
CT
589
Chicago Trust
Illinois
$1.47M +$148K +1,038 +11%
EP
590
Eudaimonia Partners
Tennessee
$1.47M +$1.47M +10,262 New
AGC
591
Aspen Grove Capital
Colorado
$1.46M -$12K -84 -0.8%
HCM
592
Highview Capital Management
Illinois
$1.45M +$15.2K +106 +1%
GT
593
Glenview Trust
Kentucky
$1.45M -$2.86K -20 -0.2%
SC
594
Shay Capital
New York
$1.43M +$1.43M +10,000 New
S
595
SignatureFD
Georgia
$1.41M +$60.4K +422 +4%
BEI
596
Benjamin Edwards Inc
Missouri
$1.4M +$89.4K +625 +7%
CNBT
597
Canandaigua National Bank & Trust
New York
$1.4M +$1.4M +9,760 New
MIP
598
Marietta Investment Partners
Wisconsin
$1.38M -$12.9K -90 -0.9%
FCM
599
Fairbanks Capital Management
California
$1.37M -$384K -2,687 -22%
CBFP
600
Cedar Brook Financial Partners
Ohio
$1.36M -$1.72K -12 -0.1%
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