PGR icon

Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
726
Two Sigma Investments
New York
$433K +$433K +4,216 New
SWA
727
Sutton Wealth Advisors
Florida
$431K +$616 +6 +0.1%
QCM
728
Quest Capital Management
Texas
$425K -$24.1K -235 -5%
HI
729
Horizon Investments
North Carolina
$425K +$37.1K +362 +10%
SG
730
StoneX Group
New York
$421K +$421K +4,101 New
LSA
731
Lion Street Advisors
Texas
$418K -$10.3K -100 -2%
VF
732
Virtu Financial
New York
$418K +$418K +4,071 New
OWA
733
One Wealth Advisors
California
$417K -$114K -1,110 -21%
HWM
734
HB Wealth Management
Georgia
$416K +$416K +4,048 New
FIM
735
Freedom Investment Management
Connecticut
$415K -$9.44K -92 -2%
DWT
736
Dorsey & Whitney Trust
South Dakota
$412K -$124K -1,208 -23%
EWA
737
Encompass Wealth Advisors
Oregon
$411K – – –
EN1L
738
Engine No 1 LLC
California
$411K +$86.6K +843 +27%
FNBOSM
739
First National Bank of South Miami
Florida
$410K +$10.4K +101 +3%
RIG
740
Renaissance Investment Group
Massachusetts
$406K – – –
BCM
741
Bayesian Capital Management
New York
$400K -$3.65M -35,565 -90%
IB
742
Intrust Bank
Kansas
$398K -$33.1K -322 -8%
CP
743
Covenant Partners
Tennessee
$398K – – –
FPOC
744
Financial Planners of Cleveland
Ohio
$393K +$393K +3,599 New
SC
745
Scotia Capital
Ontario, Canada
$388K -$1.27M -12,404 -77%
PAM
746
Peak Asset Management
Colorado
$386K -$21.4K -208 -5%
JRFS
747
James Reed Financial Services
Ohio
$386K +$386K +3,770 New
AII
748
AGF Investments Inc
Ontario, Canada
$384K +$179K +1,740 +87%
BFS
749
Bradley Foster & Sargent
Connecticut
$382K – – –
QCG
750
Quadrant Capital Group
Ohio
$381K +$174K +1,697 +84%
28 29
30
31 32