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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 %
CCA
676
Checchi Capital Advisers
California
$882K -$15.3K -110 -2%
CI
677
Cigna Investments
Connecticut
$873K -$126K -905 -13%
BOM
678
Bank of Marin
California
$870K -$40.4K -290 -4%
SPC
679
Sigma Planning Corp
Michigan
$860K +$211K +1,516 +33%
PFS
680
Prospera Financial Services
Texas
$859K +$21.9K +157 +3%
LC
681
Lindbrook Capital
California
$850K +$46.9K +337 +6%
TIAA Trust, National Association
682
TIAA Trust, National Association
North Carolina
$847K +$847K +6,080 New
QCG
683
Quadrant Capital Group
Ohio
$845K +$22.6K +162 +3%
KFP
684
KB Financial Partners
New Jersey
$843K +$12.3K +88 +1%
GLA
685
Great Lakes Advisors
Illinois
$841K +$8.36K +60 +1%
MCWS
686
McKinley Carter Wealth Services
West Virginia
$841K -$64.1K -460 -7%
RP
687
Riverwater Partners
Wisconsin
$839K -$27.3K -196 -3%
NIM
688
NEOS Investment Management
Connecticut
$832K +$832K +5,971 New
SAM
689
Summit Asset Management
Tennessee
$821K -$1.38M -9,880 -63%
IA
690
IFP Advisors
Florida
$816K +$9.89K +71 +1%
ADL
691
Asset Dedication LLC
California
$800K +$4.19K +30 +0.5%
RWM
692
Ritholtz Wealth Management
New York
$795K +$76.6K +550 +11%
First Manhattan
693
First Manhattan
New York
$785K +$532K +3,816 +210%
CFP
694
Catalyst Financial Partners
Massachusetts
$781K +$34.4K +247 +5%
PA
695
Procyon Advisors
Connecticut
$778K +$531K +3,811 +215%
CC
696
Cipher Capital
New York
$777K -$1.28M -9,155 -62%
CAM
697
Congress Asset Management
Massachusetts
$761K -$47.1K -338 -6%
OC
698
Oppenheimer & Co
New York
$761K -$102K -733 -12%
AIA
699
Armor Investment Advisors
North Carolina
$757K +$557 +4 +0.1%
AWA
700
Aaron Wealth Advisors
Illinois
$756K +$9.89K +71 +1%
26 27
28
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