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Progressive
PGR

Overview Fund Activity

947 hedge funds and large institutions have $45.6B invested in Progressive in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 332 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+34
Holders Change %
+3.72%
% of All Funds
19.16%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.93%
New
104
Increased
332
Reduced
367
Closed
61
Calls
$145M
Puts
$133M
Net Calls
+$11.8M
Net Calls Change
+$10.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$318M
2
GT
Glenmede Trust
Pennsylvania
+$244M
3
Fidelity International
Fidelity International
Bermuda
+$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
5
ECU
Egerton Capital (UK)
United Kingdom
+$149M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$199M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$167M
3
MWA
Marshall Wace Asia
Hong Kong
-$161M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$129M
5
Renaissance Technologies
Renaissance Technologies
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
726
Gotham Asset Management
New York
$312K +$312K +3,293 New
CFFP
727
Center for Financial Planning
Michigan
$309K – – –
WCWM
728
Willow Creek Wealth Management
California
$309K – – –
MA
729
Mutual Advisors
Nebraska
$305K +$6.72K +71 +2%
QI
730
Qtron Investments
Massachusetts
$304K +$304K +3,214 New
DACG
731
Donor Advised Charitable Giving
California
$303K – – –
TMAM
732
Tokio Marine Asset Management
Japan
$303K +$18.1K +191 +6%
WIC
733
Woodmont Investment Counsel
Tennessee
$298K – – –
MAFM
734
Mid Atlantic Financial Management
Pennsylvania
$297K -$10.1K -112 -3%
SIA
735
Strategic Investment Advisors
Michigan
$291K +$291K +3,075 New
DGHMC
736
Dalton, Greiner, Hartman, Maher & Co
New York
$287K -$206K -2,179 -42%
WKWM
737
Walter & Keenan Wealth Management
Indiana
$284K – – –
CP
738
Cumberland Partners
Ontario, Canada
$284K – – –
TAM
739
Trust Asset Management
Texas
$281K +$281K +2,966 New
SVWAG
740
Sound View Wealth Advisors Group
Georgia
$278K +$32.9K +348 +13%
ACM
741
Allred Capital Management
Texas
$275K -$8.05K -85 -3%
WP
742
WealthShield Partners
North Carolina
$275K – – –
SPC
743
Sigma Planning Corp
Michigan
$273K -$297K -3,133 -52%
BWP
744
Baldwin Wealth Partners
Massachusetts
$272K – – –
AWM
745
Altium Wealth Management
New York
$272K +$25.1K +265 +10%
ATWA
746
Arbor Trust Wealth Advisors
Michigan
$270K – – –
SC
747
Scotia Capital
Ontario, Canada
$265K +$265K +2,799 New
DA
748
Denali Advisors
California
$265K +$265K +2,800 New
FLPIM
749
F.L. Putnam Investment Management
Massachusetts
$264K -$15.2K -160 -5%
RWM
750
Ritholtz Wealth Management
New York
$264K +$264K +2,784 New
28 29
30
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