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Progressive
PGR

Overview Fund Activity

947 hedge funds and large institutions have $45.6B invested in Progressive in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 332 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+34
Holders Change %
+3.72%
% of All Funds
19.16%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.93%
New
104
Increased
332
Reduced
367
Closed
61
Calls
$145M
Puts
$133M
Net Calls
+$11.8M
Net Calls Change
+$10.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$318M
2
GT
Glenmede Trust
Pennsylvania
+$244M
3
Fidelity International
Fidelity International
Bermuda
+$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
5
ECU
Egerton Capital (UK)
United Kingdom
+$149M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$199M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$167M
3
MWA
Marshall Wace Asia
Hong Kong
-$161M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$129M
5
Renaissance Technologies
Renaissance Technologies
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
651
Circle Wealth Management
New Jersey
$504K +$159K +1,676 +46%
HFG
652
Heron Financial Group
New York
$503K +$6.53K +68 +1%
BFS
653
Bradley Foster & Sargent
Connecticut
$503K +$503K +5,316 New
EWM
654
Empirical Wealth Management
Washington
$495K +$61.8K +653 +14%
DT
655
Diversified Trust
Tennessee
$489K +$163K +1,723 +50%
EF
656
Empirical Finance
Pennsylvania
$477K +$95.4K +1,008 +25%
MCWS
657
McKinley Carter Wealth Services
West Virginia
$475K +$568 +6 +0.1%
QIM
658
Quantitative Investment Management
Virginia
$474K -$3.27M -34,501 -87%
GFA
659
Gifford Fong Associates
California
$473K – – –
DA
660
Duality Advisers
Florida
$470K -$959K -10,116 -67%
NB
661
Northwest Bancshares
Pennsylvania
$469K – – –
DWA
662
Douglass Winthrop Advisors
New York
$468K +$468K +4,945 New
SCM
663
Stonehearth Capital Management
Massachusetts
$457K -$16.8K -178 -4%
BAM
664
Berkshire Asset Management
Pennsylvania
$454K +$135K +1,429 +42%
HIM
665
Hanlon Investment Management
New Jersey
$448K +$448K +4,736 New
MFS
666
Mirabella Financial Services
United Kingdom
$445K +$445K +4,571 New
APW
667
Acima Private Wealth
Virginia
$443K – – –
PFBT
668
Parkside Financial Bank & Trust
Missouri
$441K -$4.06K -43 -0.9%
TCM
669
Teza Capital Management
Illinois
$435K -$79.2K -836 -15%
ETC
670
Exchange Traded Concepts
Oklahoma
$423K +$14.7K +155 +4%
DADC
671
D.A. Davidson & Co
Montana
$421K -$49.3K -520 -10%
BSW
672
Buckingham Strategic Wealth
Missouri
$420K +$139K +1,465 +49%
WDA
673
Wendell David Associates
New Hampshire
$419K -$75.7K -800 -15%
SC
674
Searle & Co
Connecticut
$417K – – –
CP
675
Covenant Partners
Tennessee
$413K -$40.8K -431 -9%
25 26
27
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