PGR icon

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 %
ACM
626
AlphaStar Capital Management
North Carolina
$1.17M +$1.17M +8,153 New
WCM
627
WealthBridge Capital Management
Ohio
$1.16M +$25.6K +179 +2%
TWC
628
TD Waterhouse Canada
Ontario, Canada
$1.15M -$1.82K -12 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
629
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M -$3.18M -22,217 -73%
CT
630
Coastline Trust
Rhode Island
$1.15M -$1.29K -9 -0.1%
IIM
631
Ironwood Investment Management
Massachusetts
$1.15M – – –
SWA
632
ShankerValleau Wealth Advisors
Illinois
$1.14M – – –
WC
633
Waterloo Capital
Texas
$1.14M +$1.14M +7,945 New
CCM
634
Coldstream Capital Management
Washington
$1.13M +$31.5K +220 +3%
MSAM
635
Moloney Securities Asset Management
Missouri
$1.13M +$81.7K +571 +8%
SHGA
636
Sand Hill Global Advisors
California
$1.12M – – –
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.12M +$1.12M +7,810 New
CAM
638
Cubic Asset Management
Massachusetts
$1.12M – – –
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.12M +$531K +3,714 +91%
BPC
640
Banque Pictet & Cie
Switzerland
$1.11M -$212K -1,485 -16%
FDS
641
Freedom Day Solutions
Texas
$1.11M -$49.4K -350 -4%
WSTAM
642
Wilbanks Smith & Thomas Asset Management
Virginia
$1.11M -$77.3K -540 -7%
SWP
643
Strategic Wealth Partners
Ohio
$1.1M +$9.59K +67 +0.9%
Lazard Asset Management
644
Lazard Asset Management
New York
$1.1M +$47.2K +330 +4%
FTC
645
Farmers Trust Company
Ohio
$1.09M -$2.86K -20 -0.3%
FP
646
Fiduciary Planning
Florida
$1.08M +$1.08M +7,575 New
AC
647
Arjuna Capital
North Carolina
$1.08M -$2.15K -15 -0.2%
JGCM
648
Joseph Group Capital Management
Ohio
$1.08M -$124K -870 -10%
TSS
649
Two Sigma Securities
New York
$1.08M +$782K +5,465 +265%
VA
650
Verdad Advisers
Massachusetts
$1.07M -$3.22M -22,500 -75%
24 25
26
27 28