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Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
701
Searle & Co
Connecticut
$503K – – –
HH
702
Hilltop Holdings
Texas
$502K +$114K +1,109 +29%
MAM
703
Meeder Asset Management
Ohio
$497K +$88.2K +859 +22%
AIC
704
Archer Investment Corporation
Indiana
$495K +$3.29K +32 +0.7%
WP
705
WealthShield Partners
North Carolina
$489K +$489K +691 New
SWM
706
Sendero Wealth Management
Texas
$483K +$483K +4,707 New
APW
707
Acima Private Wealth
Virginia
$480K – – –
PFBT
708
Parkside Financial Bank & Trust
Missouri
$478K +$5.44K +53 +1%
AAS
709
Avantax Advisory Services
Texas
$478K +$98.9K +963 +26%
PFP
710
Pinnacle Financial Partners
Tennessee
$476K +$8.82K +86 +2%
BP
711
Ballentine Partners
Massachusetts
$475K – – –
CI Investments Inc
712
CI Investments Inc
Ontario, Canada
$475K +$15.1K +147 +3%
AWA
713
Amplius Wealth Advisors
Pennsylvania
$466K +$466K +4,546 New
CAG
714
Csenge Advisory Group
Florida
$462K +$462K +4,673 New
LWAM
715
Legacy Wealth Asset Management
Minnesota
$455K +$51.2K +498 +13%
DC
716
Davenport & Co
Virginia
$452K -$11.7K -114 -3%
RI
717
Ridgewood Investments
New Jersey
$452K +$23.9K +233 +6%
FFM
718
Forum Financial Management
Illinois
$451K +$451K +4,395 New
PA
719
Pinnacle Associates
New York
$444K +$5.14K +50 +1%
WT
720
Whittier Trust
California
$444K +$227K +2,212 +104%
USCWA
721
U.S. Capital Wealth Advisors
Texas
$443K -$718 -7 -0.2%
HFG
722
Heron Financial Group
New York
$441K -$80.7K -747 -15%
FMLI
723
Fukoku Mutual Life Insurance
Japan
$441K -$24.6K -240 -5%
IPW
724
Inlet Private Wealth
Florida
$441K – – –
WDA
725
Wendell David Associates
New Hampshire
$434K – – –
27 28
29
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