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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
$796M
2
Capital World Investors
Capital World Investors
California
$932M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$516M
4
Bank of America
Bank of America
North Carolina
$507M
5
BlackRock
BlackRock
New York
$4.36B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.85B
2
GQG Partners
GQG Partners
Florida
$85M
3
ECU
Egerton Capital (UK)
United Kingdom
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$894M
5
AAMU
Amundi Asset Management US
Massachusetts
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
701
Avior Wealth Management
Nebraska
$426K +$100K +1,050 +31%
KFA
702
Krane Funds Advisors
New York
$426K +$426K +4,454 New
WDA
703
Wendell David Associates
New Hampshire
$414K -$9.08K -95 -2%
EWA
704
Exencial Wealth Advisors
Oklahoma
$413K -$18.5K -193 -4%
IPW
705
Inlet Private Wealth
Florida
$411K – – –
IP
706
Intellectus Partners
California
$409K -$106K -1,105 -21%
FIM
707
Freedom Investment Management
Connecticut
$409K +$55.2K +577 +16%
CC
708
Cipher Capital
New York
$408K +$408K +4,266 New
SWA
709
Sutton Wealth Advisors
Florida
$402K -$765 -8 -0.2%
OWA
710
One Wealth Advisors
California
$402K +$145K +1,523 +57%
CA
711
Cetera Advisors
Colorado
$401K -$67.6K -706 -14%
IF
712
IRON Financial
Illinois
$401K +$401K +4,195 New
EGM
713
Engineers Gate Manager
New York
$400K -$353K -3,687 -47%
IC
714
IEQ Capital
California
$400K +$400K +4,186 New
PFP
715
Pinnacle Financial Partners
Tennessee
$399K -$13.7K -141 -3%
OPS
716
Orion Portfolio Solutions
Nebraska
$398K +$130K +1,362 +49%
LWAM
717
Legacy Wealth Asset Management
Minnesota
$395K +$134K +1,397 +51%
BRWA
718
B. Riley Wealth Advisors
Florida
$394K -$295K -3,070 -43%
KWM
719
Kingsview Wealth Management
Oregon
$391K +$391K +4,088 New
PA
720
Pinnacle Associates
New York
$384K -$14.3K -150 -4%
S
721
SignatureFD
Georgia
$384K +$21.2K +222 +6%
AWM
722
Altium Wealth Management
New York
$383K +$102K +1,063 +36%
QVT
723
Quantitative Value Technologies
Kansas
$381K +$381K +3,978 New
RIG
724
Renaissance Investment Group
Massachusetts
$378K – – –
SIG
725
Sky Investment Group
Connecticut
$377K – – –
27 28
29
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