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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
701
Mission Wealth Management
California
$755K +$755K +5,422 New
MAM
702
Martingale Asset Management
Massachusetts
$753K -$1.24M -8,921 -62%
FFM
703
Forum Financial Management
Illinois
$752K – – –
FP
704
Fiduciary Planning
Florida
$745K -$332K -2,384 -31%
TC
705
TAGStone Capital
North Carolina
$745K +$558 +4 +0.1%
CGL
706
Clarius Group LLC
Washington
$743K -$167K -1,201 -18%
LFA
707
Legacy Financial Advisors
Kentucky
$741K +$62K +445 +9%
VA
708
Verdad Advisers
Massachusetts
$735K -$453K -3,250 -38%
HIS
709
Horizon Investment Services
Indiana
$731K – – –
STA
710
Summit Trail Advisors
New York
$729K +$52.2K +375 +8%
IAN
711
Integrated Advisors Network
Texas
$728K -$65K -467 -8%
TWC
712
TD Waterhouse Canada
Ontario, Canada
$724K +$65.1K +438 +10%
CIC
713
Crawford Investment Counsel
Georgia
$722K -$9.33K -67 -1%
Connor, Clark & Lunn Investment Management (CC&L)
714
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$719K -$2.44M -17,536 -77%
WA
715
WP Advisors
California
$714K +$557 +4 +0.1%
MSA
716
Marino Stram & Associates
Massachusetts
$714K +$1.11K +8 +0.2%
BCM
717
Bayesian Capital Management
New York
$710K +$710K +5,100 New
RIA
718
Realta Investment Advisors
Delaware
$707K – – –
CI
719
CX Institutional
Indiana
$706K -$89.1K -640 -11%
GFA
720
Gifford Fong Associates
California
$697K – – –
QT
721
Quantamental Technologies
New York
$694K +$694K +4,984 New
JF
722
Jump Financial
Illinois
$691K -$3.99M -28,622 -85%
RIG
723
Renaissance Investment Group
Massachusetts
$685K – – –
HBT
724
Heartland Bank & Trust
Illinois
$682K +$11.8K +85 +2%
PWPS
725
Pinnacle Wealth Planning Services
Ohio
$681K +$7.94K +57 +1%
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