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Progressive
PGR

Overview Fund Activity

671 hedge funds and large institutions have $26.3B invested in Progressive in 2017 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 234 increasing their positions, 230 reducing their positions, and 42 closing their positions.

Holders
671
Holders Change
+60
Holders Change %
+9.82%
% of All Funds
15.24%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.5%
New
105
Increased
234
Reduced
230
Closed
42
Calls
$35M
Puts
$52.7M
Net Calls
-$17.7M
Net Calls Change
-$209M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$566M
2
Goldman Sachs
2
Goldman Sachs
New York
$374M
3
BlackRock
3
BlackRock
New York
$2.18B
4
Artisan Partners
4
Artisan Partners
Wisconsin
$877M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$212M

Top Sellers

1
LP
1
Longview Partners
Guernsey
$0
2
Millennium Management
2
Millennium Management
New York
$71.8M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$218M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$782M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
601
Carillon Tower Advisers
Florida
$49.9K +$49.9K +886,058 New
KJWM
602
Kiley Juergens Wealth Management
Washington
$49K +$49K +887 New
APA
603
American Portfolios Advisors
New York
$43.4K +$43.4K +771 New
FGC
604
Financial Gravity Companies
Texas
$43K +$43K +789 New
AF
605
Allworth Financial
California
$34K – – –
MUS
606
Mitsubishi UFJ Securities
Japan
$34K +$1.7K +30 +5%
VEA
607
Virtus ETF Advisers
New York
$34K +$34K +596 New
FRA
608
Front Row Advisors
California
$33K +$33K +579 New
TL
609
TrueWealth LLC
Georgia
$33K +$33K +593 New
KA
610
Kaizen Advisory
Illinois
$32K +$32K +568 New
BFEC
611
Benjamin F. Edwards & Company
Missouri
$31K -$2.85K -51 -8%
GAM
612
Gemmer Asset Management
California
$29K – – –
CFA
613
Carroll Financial Associates
North Carolina
$28K – – –
MA
614
MCF Advisors
Kentucky
$28K – – –
GWS
615
Glassman Wealth Services
Virginia
$23K +$2.28K +41 +11%
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$23K +$9.34K +166 +68%
VCM
617
Versant Capital Management
Arizona
$21K – – –
CAL
618
Capital Advisors Ltd
Ohio
$20K – – –
AIL
619
AGF Investments LLC
Ontario, Canada
$20K +$8.11K +146 +68%
SPIA
620
Steward Partners Investment Advisory
New York
$20K +$12K +221 +151%
GBT
621
Grove Bank & Trust
Florida
$18K +$11.2K +197 +164%
ADL
622
Asset Dedication LLC
California
$17K +$17K +307 New
WTB
623
Washington Trust Bank
Washington
$16K – – –
TFO
624
Tarbox Family Office
California
$14K – – –
PCA
625
Providence Capital Advisors
North Carolina
$14K +$14K +240 New
23 24
25
26 27