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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
HIC
701
Harvey Investment Company
Kentucky
$1.14M
MCWS
702
McKinley Carter Wealth Services
West Virginia
$1.13M +$172K +1,079 +18%
TBC
703
Ted Buchan & Co
California
$1.12M +$67.4K +423 +6%
JFG
704
Jefferies Financial Group
New York
$1.11M +$1.11M +7,000 New
DP
705
Dearborn Partners
Illinois
$1.1M +$20.5K +129 +2%
SIA
706
SkyView Investment Advisors
New Jersey
$1.1M +$33K +207 +3%
CWM
707
Connecticut Wealth Management
Connecticut
$1.1M +$811K +5,089 +283%
LSAG
708
Lake Street Advisors Group
New Hampshire
$1.1M +$1.1M +6,885 New
KAS
709
Kestra Advisory Services
Texas
$1.1M -$123K -775 -10%
PWA
710
Providence Wealth Advisors
Illinois
$1.09M +$1.09M +7,551 New
UAG
711
United Advisor Group
Ohio
$1.08M +$1.08M +6,657 New
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M
CB
713
Cadence Bank
Mississippi
$1.07M
MAS
714
Meeder Advisory Services
Ohio
$1.07M +$15.5K +97 +1%
PCM
715
Penserra Capital Management
California
$1.07M -$1.14M -7,154 -52%
QCM
716
Qsemble Capital Management
New York
$1.07M +$1.07M +6,700 New
MWC
717
MBM Wealth Consultants
Missouri
$1.06M +$734K +4,132 +223%
TAM
718
Trust Asset Management
Texas
$1.06M
BAM
719
Blueshift Asset Management
New Jersey
$1.06M -$1.18M -7,423 -53%
AIP
720
Ameritas Investment Partners
Nebraska
$1.05M -$40.5K -254 -4%
BC
721
Burney Company
Virginia
$1.04M
AT
722
Arlington Trust
Alabama
$1.04M +$999K +6,275 +2,451%
ECM
723
ExodusPoint Capital Management
New York
$1.04M +$1.04M +6,506 New
RWM
724
Ritholtz Wealth Management
New York
$1.03M +$122K +764 +13%
QCG
725
Quadrant Capital Group
Ohio
$1.03M +$63.1K +396 +7%