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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 %
CGL
676
Clarius Group LLC
Washington
$941K -$30.3K -212 -3%
QCG
677
Quadrant Capital Group
Ohio
$940K +$73.7K +515 +9%
MCWS
678
McKinley Carter Wealth Services
West Virginia
$929K +$94.3K +659 +11%
CCA
679
Checchi Capital Advisers
California
$926K +$16.7K +117 +2%
BTWM
680
Baker Tilly Wealth Management
Wisconsin
$924K +$250K +1,751 +37%
TBC
681
Ted Buchan & Co
California
$911K -$45.9K -321 -5%
KAS
682
Kestra Advisory Services
Texas
$905K -$1.2M -8,378 -57%
GSC
683
G&S Capital
Colorado
$905K -$26K -182 -3%
ATC
684
Argent Trust Co
Tennessee
$905K -$36.2K -253 -4%
UCFA
685
United Capital Financial Advisors
Texas
$898K -$71.8K -502 -7%
PA
686
Pinnacle Associates
New York
$895K +$47.4K +331 +6%
EGM
687
Engineers Gate Manager
New York
$892K +$485K +3,393 +119%
HTC
688
Haverford Trust Company
Pennsylvania
$881K +$12.7K +89 +1%
RWM
689
Ritholtz Wealth Management
New York
$876K +$53.2K +372 +6%
CI
690
CX Institutional
Indiana
$863K +$111K +764 +15%
AF
691
Allworth Financial
California
$859K +$198K +1,382 +30%
RA
692
Rational Advisors
New York
$851K +$784K +5,477 +1,158%
BOM
693
Bank of Marin
California
$850K +$41.2K +288 +5%
AAS
694
Avantax Advisory Services
Texas
$848K +$5.29K +37 +0.6%
DWP
695
Daymark Wealth Partners
Ohio
$841K +$544K +3,803 +183%
Credit Agricole
696
Credit Agricole
France
$836K – – –
KPWS
697
Kestra Private Wealth Services
Texas
$835K +$120K +839 +17%
CAM
698
Congress Asset Management
Massachusetts
$835K -$18.5K -129 -2%
ADL
699
Asset Dedication LLC
California
$834K – – –
CFP
700
Catalyst Financial Partners
Massachusetts
$834K +$388K +2,713 +87%
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