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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 %
HIC
626
Harvey Investment Company
Kentucky
$694K – – –
MECA
627
Miller Equity Capital Advisors
Texas
$688K +$19.1K +200 +3%
WA
628
WP Advisors
California
$686K +$32.6K +341 +5%
SFA
629
Sequoia Financial Advisors
Ohio
$684K +$13.3K +139 +2%
PAS
630
Park Avenue Securities
New York
$682K +$145K +1,516 +27%
BC
631
Burney Company
Virginia
$680K -$135K -1,410 -17%
PFO
632
Pathstone Family Office
New Jersey
$676K +$284K +2,967 +72%
FDS
633
Freedom Day Solutions
Texas
$672K +$672K +7,030 New
FTDI
634
First Trust Direct Indexing
Massachusetts
$668K +$36K +376 +6%
CAN
635
Cetera Advisor Networks
California
$668K +$285K +2,978 +74%
ETC
636
Exchange Traded Concepts
Oklahoma
$651K +$114K +1,188 +21%
SC
637
Savant Capital
Illinois
$650K -$33.9K -355 -5%
TF
638
Trek Financial
Arizona
$641K +$210K +2,196 +49%
HWAM
639
Hennion & Walsh Asset Management
New Jersey
$630K +$630K +6,588 New
HIIFS
640
Harel Insurance Investments & Financial Services
Israel
$621K +$67.7K +212 +12%
SPC
641
Sigma Planning Corp
Michigan
$619K +$173K +1,805 +39%
LOAMS
642
Lombard Odier Asset Management (Switzerland)
Switzerland
$610K +$610K +6,380 New
MSA
643
Marino Stram & Associates
Massachusetts
$607K +$8.99K +94 +2%
CG
644
CFO4Life Group
Texas
$604K +$12.1K +127 +2%
SIM
645
Sentry Investment Management
Wisconsin
$603K -$2.88M -30,162 -83%
ADL
646
Asset Dedication LLC
California
$603K -$89.7K -938 -13%
EF
647
Empirical Finance
Pennsylvania
$601K – – –
PWAG
648
Polaris Wealth Advisory Group
California
$601K +$601K +6,282 New
BC
649
Brookfield Corp
Ontario, Canada
$597K -$399K -4,179 -40%
MFM
650
MD Financial Management
Ontario, Canada
$593K +$593K +6,200 New
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