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Progressive

1,166 hedge funds and large institutions have $64.2B invested in Progressive in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 403 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+66
Holders Change %
+6%
% of All Funds
18.81%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.86%
New
162
Increased
403
Reduced
439
Closed
75
Calls
$221M
Puts
$234M
Net Calls
-$13.3M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
I
701
InceptionR
California
$771K +$771K +5,943 New
PA
702
Pinnacle Associates
New York
$769K +$68.9K +531 +10%
AAS
703
Avantax Advisory Services
Texas
$764K +$231K +1,778 +43%
YWP
704
YorkBridge Wealth Partners
New York
$763K -$48K -370 -6%
SC
705
Searle & Co
Connecticut
$759K +$130K +1,000 +21%
Credit Agricole
706
Credit Agricole
France
$758K +$17.8K +137 +2%
ADL
707
Asset Dedication LLC
California
$758K -$35.9K -277 -5%
MCWS
708
McKinley Carter Wealth Services
West Virginia
$757K -$11.7K -90 -2%
FT
709
Fiduciary Trust
Massachusetts
$752K +$2.98K +23 +0.4%
TF
710
TIAA FSB
Florida
$751K +$908 +7 +0.1%
RWM
711
Ritholtz Wealth Management
New York
$746K -$645K -4,976 -46%
FFM
712
Forum Financial Management
Illinois
$738K -$4.28K -33 -0.6%
HIS
713
Horizon Investment Services
Indiana
$735K
BOM
714
Bank of Marin
California
$734K +$72.9K +562 +11%
FB
715
Fulton Bank
Pennsylvania
$728K +$178K +1,373 +32%
SIA
716
Schechter Investment Advisors
Michigan
$722K +$11.9K +92 +2%
MFS
717
Mirabella Financial Services
United Kingdom
$712K +$712K +5,487 New
AT
718
Arden Trust
Delaware
$709K -$51.8K -399 -7%
LFA
719
Legacy Financial Advisors
Kentucky
$709K +$15.8K +122 +2%
CIBC World Market
720
CIBC World Market
Ontario, Canada
$707K -$163K -1,255 -19%
AIA
721
Armor Investment Advisors
North Carolina
$707K -$37.6K -290 -5%
FG
722
Fiduciary Group
Georgia
$700K
TC
723
TAGStone Capital
North Carolina
$692K +$519 +4 +0.1%
WA
724
WP Advisors
California
$690K +$519 +4 +0.1%
MWM
725
Meridian Wealth Management
Kentucky
$690K -$19.6K -151 -3%