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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 %
VF
626
Vest Financial
Virginia
$1.12M +$1.12M +5,379 New
XT
627
XTX Topco
Cayman Islands
$1.12M +$145K +1,039 +15%
YC
628
Yarbrough Capital
Tennessee
$1.12M – – –
SWA
629
ShankerValleau Wealth Advisors
Illinois
$1.11M – – –
AC
630
AXQ Capital
New Jersey
$1.11M +$1.11M +8,000 New
ONB
631
Old National Bancorp
Indiana
$1.11M -$320K -2,299 -22%
BRWA
632
B. Riley Wealth Advisors
Florida
$1.11M +$94K +675 +9%
SC
633
Savant Capital
Illinois
$1.11M +$103K +739 +10%
TP
634
Tranquility Partners
Tennessee
$1.1M +$364K +2,612 +49%
IIM
635
Ironwood Investment Management
Massachusetts
$1.09M -$6.27K -45 -0.6%
SHGA
636
Sand Hill Global Advisors
California
$1.09M – – –
SEC
637
Seven Eight Capital
New York
$1.09M -$160K -1,151 -13%
MGIA
638
Moneta Group Investment Advisors
Missouri
$1.09M +$353K +2,531 +48%
QCM
639
Quantinno Capital Management
New York
$1.09M -$336K -2,413 -24%
CAM
640
Cubic Asset Management
Massachusetts
$1.09M – – –
PA
641
Parallel Advisors
California
$1.08M +$14.5K +104 +1%
VA
642
Vident Advisory
Georgia
$1.07M +$1.07M +7,717 New
CT
643
Coastline Trust
Rhode Island
$1.07M -$3.62K -26 -0.3%
KAS
644
Kestra Advisory Services
Texas
$1.07M +$153K +1,096 +17%
MSAM
645
Moloney Securities Asset Management
Missouri
$1.06M -$57.5K -413 -5%
EWA
646
Encompass Wealth Advisors
Oregon
$1.04M +$209K +1,500 +25%
FM
647
Foster & Motley
Ohio
$1.04M -$153K -1,095 -13%
SAM
648
Sompo Asset Management
Japan
$1.03M -$37.6K -270 -4%
CIA
649
Compass Ion Advisors
Pennsylvania
$1.03M +$1.03M +7,384 New
CG
650
Caprock Group
Idaho
$1.02M -$32.5K -233 -3%
24 25
26
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