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Progressive
PGR

Overview Fund Activity

997 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$403M
3
LCOV
London Company of Virginia
Virginia
+$199M
4
Bank of America
Bank of America
North Carolina
+$171M
5
Capital World Investors
Capital World Investors
California
+$92.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$235M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$178M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$99.7M
5
Wells Fargo
Wells Fargo
California
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
626
Fort Washington Investment Advisors
Ohio
$730K – – –
BEI
627
Benjamin Edwards Inc
Missouri
$723K +$413K +4,203 +133%
CI
628
Conning Inc
Connecticut
$719K -$67.3K -685 -9%
WVP
629
Worth Venture Partners
New Jersey
$717K +$369K +3,752 +106%
HIC
630
Harvey Investment Company
Kentucky
$713K – – –
Nomura Holdings
631
Nomura Holdings
Japan
$712K -$800K -8,147 -53%
YWP
632
YorkBridge Wealth Partners
New York
$699K -$19.1K -195 -3%
MSA
633
Marino Stram & Associates
Massachusetts
$699K +$75.8K +772 +12%
BC
634
Burney Company
Virginia
$698K – – –
EF
635
Empirical Finance
Pennsylvania
$697K +$100K +1,021 +17%
WA
636
WP Advisors
California
$696K -$9.14K -93 -1%
EWM
637
Empirical Wealth Management
Washington
$692K -$52.7K -537 -7%
WA
638
WestEnd Advisors
North Carolina
$687K – – –
CPA
639
Capital Planning Advisors
California
$687K +$85.6K +872 +14%
BPA
640
Beacon Pointe Advisors
California
$687K +$425K +4,329 +162%
PCM
641
Penserra Capital Management
California
$679K +$164K +1,673 +32%
SC
642
Savant Capital
Illinois
$676K +$7.96K +81 +1%
ADL
643
Asset Dedication LLC
California
$676K +$52.7K +533 +8%
AWA
644
Arkadios Wealth Advisors
Georgia
$670K +$631K +6,427 +1,619%
AAM
645
Arabesque Asset Management
United Kingdom
$670K +$670K +6,820 New
TF
646
Trek Financial
Arizona
$644K -$14.3K -146 -2%
CG
647
CFO4Life Group
Texas
$640K +$19K +193 +3%
CCA
648
Checchi Capital Advisers
California
$630K +$69.8K +710 +12%
Cetera Investment Advisers
649
Cetera Investment Advisers
Illinois
$627K +$100K +1,021 +19%
SIM
650
Sentry Investment Management
Wisconsin
$620K – – –
24 25
26
27 28