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Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
3
MG
Meritage Group
California
+$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
5
Brown Advisory
Brown Advisory
Maryland
+$156M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$444M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$422M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$287M
4
Artisan Partners
Artisan Partners
Wisconsin
-$257M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
626
Verdad Advisers
Massachusetts
$1.13M +$136K +1,025 +14%
DEA
627
DoubleLine ETF Adviser
Florida
$1.13M +$251K +1,894 +29%
OIA
628
OneDigital Investment Advisors
Kansas
$1.12M +$404K +3,055 +56%
SWP
629
Strategic Wealth Partners
Ohio
$1.11M +$100K +759 +10%
O
630
Ossiam
France
$1.11M -$13.9M -105,221 -93%
CFA
631
CWS Financial Advisors
Michigan
$1.11M -$4.37K -33 -0.4%
PCM
632
Penserra Capital Management
California
$1.1M +$484K +3,660 +78%
NP
633
Nilsine Partners
Colorado
$1.1M -$5.69K -43 -0.5%
FBT
634
First Bank & Trust
South Dakota
$1.09M +$1.09M +8,228 New
WCM
635
WealthBridge Capital Management
Ohio
$1.08M +$10.7K +81 +1%
TPCW
636
TD Private Client Wealth
New York
$1.08M +$455K +3,435 +72%
MSAM
637
Moloney Securities Asset Management
Missouri
$1.07M +$24.9K +188 +2%
YC
638
Yarbrough Capital
Tennessee
$1.06M -$447K -3,374 -30%
SWA
639
ShankerValleau Wealth Advisors
Illinois
$1.06M – – –
IIM
640
Ironwood Investment Management
Massachusetts
$1.04M -$18.5K -140 -2%
SHGA
641
Sand Hill Global Advisors
California
$1.04M – – –
CAM
642
Cubic Asset Management
Massachusetts
$1.03M – – –
MWM
643
Meridian Wealth Management
Kentucky
$1.03M +$322K +2,432 +45%
FP
644
Fiduciary Planning
Florida
$1.02M +$20.8K +157 +2%
BEI
645
Benjamin Edwards Inc
Missouri
$1.02M -$276K -2,085 -21%
VIM
646
Vinva Investment Management
Australia
$1.02M -$54.5K -413 -5%
CT
647
Coastline Trust
Rhode Island
$1.02M -$43.7K -330 -4%
WSTAM
648
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M -$4.5K -34 -0.4%
PA
649
Parallel Advisors
California
$1.02M +$125K +947 +14%
SAM
650
Sompo Asset Management
Japan
$1.02M +$253K +1,910 +33%
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