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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 %
BP
601
Ballentine Partners
Massachusetts
$1.25M +$279K +2,001 +29%
FA
602
FDx Advisors
Illinois
$1.25M +$237K +1,701 +23%
SC
603
Syon Capital
California
$1.24M +$1.24M +8,889 New
Fisher Asset Management
604
Fisher Asset Management
Washington
$1.23M -$45K -323 -4%
WW
605
Waterfront Wealth
Kansas
$1.23M +$35.6K +232 +3%
HR
606
Hardy Reed
Mississippi
$1.23M -$58.5K -420 -5%
BEI
607
Benjamin Edwards Inc
Missouri
$1.22M +$145K +1,041 +13%
VIM
608
Vinva Investment Management
Australia
$1.21M +$127K +906 +12%
FCM
609
FJ Capital Management
Virginia
$1.21M +$467K +3,351 +63%
OIA
610
OneDigital Investment Advisors
Kansas
$1.2M +$22K +158 +2%
ACM
611
AlphaStar Capital Management
North Carolina
$1.19M -$22.1K -159 -2%
WAM
612
Winslow Asset Management
Ohio
$1.19M -$13.9K -100 -1%
TSS
613
Two Sigma Securities
New York
$1.17M -$1.39M -9,963 -54%
FMAEN1
614
Fund Management at Engine No 1
California
$1.17M +$104K +748 +10%
CFA
615
CWS Financial Advisors
Michigan
$1.16M – – –
GM
616
GeoWealth Management
Illinois
$1.16M +$1.16M +8,342 New
SP
617
Symmetry Partners
Connecticut
$1.16M -$117K -840 -9%
NP
618
Nilsine Partners
Colorado
$1.16M +$2.79K +20 +0.2%
LCM
619
Laurion Capital Management
New York
$1.16M +$1.16M +8,303 New
TFS
620
Thoroughbred Financial Services
Tennessee
$1.16M +$808K +5,806 +233%
WEG
621
World Equity Group
Illinois
$1.15M +$578K +4,144 +100%
WCM
622
WealthBridge Capital Management
Ohio
$1.15M +$12.7K +91 +1%
FWTB
623
First Western Trust Bank
Colorado
$1.15M -$81.4K -584 -7%
SWP
624
Strategic Wealth Partners
Ohio
$1.14M -$33.7K -242 -3%
WA
625
Wambolt & Associates
Colorado
$1.14M +$219K +1,573 +24%
23 24
25
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