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Progressive

1,166 hedge funds and large institutions have $64.2B invested in Progressive in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 403 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+66
Holders Change %
+6%
% of All Funds
18.81%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.86%
New
162
Increased
403
Reduced
439
Closed
75
Calls
$221M
Puts
$234M
Net Calls
-$13.3M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
726
Crawford Investment Counsel
Georgia
$689K +$4.93K +38 +0.7%
DWM
727
Darwin Wealth Management
Florida
$689K
MC
728
Machina Capital
France
$679K -$200K -1,544 -23%
MSA
729
Marino Stram & Associates
Massachusetts
$677K -$80.2K -618 -11%
NFA
730
Northern Financial Advisors
Michigan
$676K +$676K +5,213 New
CI
731
CX Institutional
Indiana
$675K +$97.8K +754 +17%
HBT
732
Heartland Bank & Trust
Illinois
$660K +$660K +5,090 New
BAAM
733
Baker Avenue Asset Management
California
$659K +$50.1K +386 +8%
DT
734
Diversified Trust
Tennessee
$657K +$292K +2,255 +80%
BTI
735
Blue Trust Inc
Georgia
$657K +$285K +2,454 +77%
AWM
736
Avior Wealth Management
Nebraska
$654K -$208K -1,600 -24%
SPC
737
Sigma Planning Corp
Michigan
$653K -$59.9K -462 -8%
AWA
738
Aaron Wealth Advisors
Illinois
$651K +$392K +3,022 +151%
HFG
739
Heron Financial Group
New York
$649K +$17.4K +132 +3%
OP
740
Oldfield Partners
United Kingdom
$649K -$454K -3,500 -41%
GFA
741
Gifford Fong Associates
California
$649K
KPWS
742
Kestra Private Wealth Services
Texas
$649K -$55.5K -428 -8%
PIC
743
PCJ Investment Counsel
Ontario, Canada
$649K -$1.77M -13,660 -73%
EWA
744
Encompass Wealth Advisors
Oregon
$649K +$130K +1,000 +25%
CI
745
Conning Inc
Connecticut
$644K -$2.85K -22 -0.4%
PFP
746
Pinnacle Financial Partners
Tennessee
$623K +$19.3K +149 +3%
EVM
747
Evelyn V. Moreno
$613K
PCM
748
Penserra Capital Management
California
$612K -$34K -263 -5%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$612K +$27.2K +210 +5%
DC
750
Davenport & Co
Virginia
$611K +$24K +185 +4%