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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
676
Profund Advisors
Maryland
$1.26M +$186K +1,169 +17%
TFA
677
Transamerica Financial Advisors
Florida
$1.26M -$444K -2,788 -26%
SHGA
678
Sand Hill Global Advisors
California
$1.25M
CAM
679
Cubic Asset Management
Massachusetts
$1.24M
MWM
680
Meridian Wealth Management
Kentucky
$1.24M -$1.27M -7,956 -51%
PA
681
Paragon Advisors
Texas
$1.23M +$180K +1,133 +17%
IIM
682
Ironwood Investment Management
Massachusetts
$1.22M -$27.9K -175 -2%
CT
683
Coastline Trust
Rhode Island
$1.22M -$3.19K -20 -0.3%
KPWS
684
Kestra Private Wealth Services
Texas
$1.22M +$61.3K +385 +5%
HTC
685
Haverford Trust Company
Pennsylvania
$1.21M -$1.55M -9,722 -56%
MSAM
686
Moloney Securities Asset Management
Missouri
$1.21M -$3.19K -20 -0.3%
FWTB
687
First Western Trust Bank
Colorado
$1.21M -$98K -615 -7%
TP
688
Tranquility Partners
Tennessee
$1.21M -$51.6K -324 -4%
PA
689
Parallel Advisors
California
$1.21M -$34.4K -216 -3%
EWA
690
Encompass Wealth Advisors
Oregon
$1.19M
IFU
691
iSAM Funds (UK)
United Kingdom
$1.19M +$879K +5,517 +279%
CG
692
Caprock Group
Idaho
$1.19M +$27.4K +172 +2%
CIA
693
Compass Ion Advisors
Pennsylvania
$1.19M +$9.4K +59 +0.8%
BRWA
694
B. Riley Wealth Advisors
Florida
$1.18M -$85.5K -537 -7%
HAG
695
HighPoint Advisor Group
Illinois
$1.17M +$1.17M +5,700 New
Arrowstreet Capital
696
Arrowstreet Capital
Massachusetts
$1.17M +$1.17M +7,367 New
PSP
697
Pacific Sage Partners
Washington
$1.15M
Lido Advisors
698
Lido Advisors
California
$1.14M +$76.5K +480 +7%
CFA
699
CWS Financial Advisors
Michigan
$1.14M -$192K -1,206 -14%
FTC
700
Farmers Trust Company
Ohio
$1.14M -$25.8K -162 -2%