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Progressive
PGR

Overview Fund Activity

1,182 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
126
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$452M
2
DZ Bank
DZ Bank
Germany
+$383M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$201M
4
Brown Advisory
Brown Advisory
Maryland
+$192M
5
Invesco
Invesco
Georgia
+$112M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$213M
2
State Street
State Street
Massachusetts
-$166M
3
OAG
Orbis Allan Gray
Bermuda
-$130M
4
Victory Capital Management
Victory Capital Management
Texas
-$128M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
701
Berkshire Asset Management
Pennsylvania
$832K +$832K +5,815 New
BAAM
702
Baker Avenue Asset Management
California
$830K +$103K +719 +14%
SAM
703
Sompo Asset Management
Japan
$825K -$398K -2,780 -33%
RP
704
Riverwater Partners
Wisconsin
$811K -$317K -2,218 -28%
SIA
705
Schechter Investment Advisors
Michigan
$804K +$7.58K +53 +1%
PP
706
Paloma Partners
Connecticut
$800K +$455K +3,178 +132%
TA
707
TKG Advisors
Indiana
$796K -$57.2K -400 -7%
FB
708
Fulton Bank
Pennsylvania
$795K -$8.15K -57 -1%
CC
709
Cipher Capital
New York
$788K -$933K -6,525 -54%
TI
710
Trexquant Investment
Connecticut
$787K -$12.9M -90,073 -94%
AIA
711
Armor Investment Advisors
North Carolina
$777K -$2.86K -20 -0.4%
HBT
712
Heartland Bank & Trust
Illinois
$775K +$46.8K +327 +6%
OIA
713
OneDigital Investment Advisors
Kansas
$775K +$354K +2,478 +84%
AWA
714
Aaron Wealth Advisors
Illinois
$773K +$55.4K +387 +8%
FFM
715
Forum Financial Management
Illinois
$771K -$42.6K -298 -5%
MWM
716
Meridian Wealth Management
Kentucky
$766K +$5.72K +40 +0.8%
FAM
717
Formidable Asset Management
Ohio
$765K -$470K -3,287 -38%
TC
718
TAGStone Capital
North Carolina
$764K +$573 +4 +0.1%
FT
719
Fiduciary Trust
Massachusetts
$763K -$66.7K -466 -8%
CIC
720
Crawford Investment Counsel
Georgia
$760K – – –
TF
721
TIAA FSB
Florida
$752K -$76K -531 -9%
HIS
722
Horizon Investment Services
Indiana
$751K -$59.8K -418 -7%
OQS
723
Occudo Quantitative Strategies
Florida
$749K -$3.2M -22,337 -81%
LFA
724
Legacy Financial Advisors
Kentucky
$749K -$32.5K -227 -4%
TP
725
Tranquility Partners
Tennessee
$738K +$738K +5,157 New
27 28
29
30 31