PGR icon

Progressive
PGR

Overview Fund Activity

997 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$403M
3
LCOV
London Company of Virginia
Virginia
+$199M
4
Bank of America
Bank of America
North Carolina
+$171M
5
Capital World Investors
Capital World Investors
California
+$92.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$235M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$178M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$99.7M
5
Wells Fargo
Wells Fargo
California
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
701
Freedom Investment Management
Connecticut
$430K +$10K +102 +2%
S
702
SignatureFD
Georgia
$429K +$34K +346 +9%
AP
703
Advisors Preferred
Maryland
$428K -$31.8K -322 -7%
WDA
704
Wendell David Associates
New Hampshire
$426K – – –
PA
705
Parallel Advisors
California
$426K +$61.8K +630 +17%
FSG
706
Financial Strategies Group
Michigan
$424K +$424K +4,314 New
IPW
707
Inlet Private Wealth
Florida
$422K – – –
AIC
708
Archer Investment Corporation
Indiana
$422K -$27K -275 -6%
IP
709
Intellectus Partners
California
$421K +$491 +5 +0.1%
HIIFS
710
Harel Insurance Investments & Financial Services
Israel
$417K -$206K -643 -33%
SWA
711
Sutton Wealth Advisors
Florida
$413K – – –
Acadian Asset Management
712
Acadian Asset Management
Massachusetts
$412K -$585K -5,953 -59%
MSFS
713
Main Street Financial Solutions
Pennsylvania
$411K +$85K +864 +26%
PA
714
Pinnacle Associates
New York
$410K +$14.7K +150 +4%
PFP
715
Pinnacle Financial Partners
Tennessee
$409K +$5.3K +54 +1%
PWA
716
Pinnacle Wealth Advisors
Tennessee
$409K +$409K +4,168 New
PAM
717
Peak Asset Management
Colorado
$399K +$23K +234 +6%
CA
718
Cetera Advisors
Colorado
$394K -$17.4K -177 -4%
DA
719
Denali Advisors
California
$393K -$1.54M -15,700 -80%
LWAM
720
Legacy Wealth Asset Management
Minnesota
$391K -$14.2K -145 -4%
RIG
721
Renaissance Investment Group
Massachusetts
$388K – – –
OPS
722
Orion Portfolio Solutions
Nebraska
$387K -$21.5K -219 -5%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$387K +$4.03K +41 +1%
SIG
724
Sky Investment Group
Connecticut
$385K -$2.46K -25 -0.6%
CWM
725
Curi Wealth Management
North Carolina
$385K – – –
27 28
29
30 31