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Progressive
PGR

Overview Fund Activity

987 hedge funds and large institutions have $45.6B invested in Progressive in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+5
Holders Change %
+0.51%
% of All Funds
17.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.62%
New
97
Increased
400
Reduced
369
Closed
84
Calls
$104M
Puts
$145M
Net Calls
-$41.5M
Net Calls Change
+$20.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$794M
2
Capital World Investors
Capital World Investors
California
+$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$159M
4
Bank of America
Bank of America
North Carolina
+$144M
5
BlackRock
BlackRock
New York
+$132M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$407M
2
GQG Partners
GQG Partners
Florida
-$316M
3
ECU
Egerton Capital (UK)
United Kingdom
-$298M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$235M
5
AAMU
Amundi Asset Management US
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCC
651
Foster Dykema Cabot & Co
Massachusetts
$588K – – –
HF
652
HRT Financial
New York
$586K -$797K -8,344 -58%
CPA
653
Capital Planning Advisors
California
$586K – – –
ERSOT
654
Employees Retirement System of Texas
Texas
$583K -$7.84M -82,000 -93%
DADC
655
D.A. Davidson & Co
Montana
$576K +$166K +1,734 +40%
BOM
656
Bank of Marin
California
$566K +$30.6K +320 +6%
BAM
657
Berkshire Asset Management
Pennsylvania
$563K – – –
DCM
658
Donaldson Capital Management
Indiana
$560K +$27K +283 +5%
MCWS
659
McKinley Carter Wealth Services
West Virginia
$559K +$70K +733 +14%
TCM
660
Tuttle Capital Management
Connecticut
$551K +$551K +5,760 New
CGL
661
Clarius Group LLC
Washington
$547K +$128K +1,342 +31%
SS
662
Simplicity Solutions
Minnesota
$546K -$671K -7,020 -55%
CCA
663
Checchi Capital Advisers
California
$545K +$1.63K +17 +0.3%
AIA
664
Armor Investment Advisors
North Carolina
$542K – – –
CL
665
Choreo LLC
Illinois
$536K – – –
TWM
666
TMD Wealth Management
Arizona
$535K -$1.82K -19 -0.3%
DWT
667
Dorsey & Whitney Trust
South Dakota
$525K -$105K -1,103 -17%
ED
668
Exane Derivatives
France
$524K -$2.01K -21 -0.4%
DP
669
Dearborn Partners
Illinois
$523K -$100K -1,046 -16%
DWM
670
Darwin Wealth Management
Florida
$516K -$17.2K -180 -3%
MWM
671
Meridian Wealth Management
Kentucky
$514K -$33.8K -353 -6%
BIM
672
Baldwin Investment Management
Pennsylvania
$514K – – –
Cetera Investment Advisers
673
Cetera Investment Advisers
Illinois
$513K -$8.32K -87 -2%
CIC
674
Crawford Investment Counsel
Georgia
$513K – – –
LSAG
675
Lake Street Advisors Group
New Hampshire
$508K -$160K -1,673 -24%
25 26
27
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