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Progressive
PGR

Overview Fund Activity

1,164 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, 433 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,164
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.56%
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
433
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.29B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3B
3
Franklin Resources
3
Franklin Resources
California
$271M
4
Capital International Investors
4
Capital International Investors
California
$605M
5
BlackRock
5
BlackRock
New York
$6.34B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.3B
2
GQG Partners
2
GQG Partners
Florida
$0
3
State Street
3
State Street
Massachusetts
$3.33B
4
Victory Capital Management
4
Victory Capital Management
Texas
$389M
5
Bank of America
5
Bank of America
North Carolina
$2.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$232M +$192M +1,375,314 +468%
Ameriprise
52
Ameriprise
Minnesota
$225M -$48.8M -349,978 -18%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$220M +$14.3M +102,446 +7%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$216M +$23M +165,392 +12%
William Blair & Company
55
William Blair & Company
Illinois
$212M -$9.24M -66,357 -4%
Boston Partners
56
Boston Partners
Massachusetts
$209M +$62.7M +446,236 +43%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$207M +$79.3M +569,529 +62%
Primecap Management
58
Primecap Management
California
$204M -$688K -4,940 -0.3%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$195M +$38.6M +277,265 +25%
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$194M -$13.2M -94,815 -6%
MCI
61
McDonald Capital Investors
California
$192M -$2.46M -17,675 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$180M -$40.3M -288,964 -18%
TAM
63
Timucuan Asset Management
Florida
$178M +$43.2M +309,775 +32%
CIM
64
Confluence Investment Management
Missouri
$176M +$6.64M +47,658 +4%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$173M +$776K +5,567 +0.4%
Wells Fargo
66
Wells Fargo
California
$171M +$276K +1,978 +0.2%
FMI
67
Fiduciary Management Inc
Wisconsin
$163M -$3.5M -25,161 -2%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$163M -$53.5K -384 -0%
Viking Global Investors
69
Viking Global Investors
Connecticut
$160M +$104M +748,885 +189%
MA
70
Marshfield Associates
District of Columbia
$159M +$3.1M +22,227 +2%
VAM
71
Vontobel Asset Management
New York
$159M +$22.5M +153,564 +17%
CS
72
Credit Suisse
Switzerland
$157M -$4.09M -29,368 -3%
RJA
73
Raymond James & Associates
Florida
$154M -$8.44M -60,616 -5%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$151M +$36.3M +260,546 +32%
SCA
75
Southpoint Capital Advisors
New York
$139M +$76.6M +550,000 +122%
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