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Progressive
PGR

Overview Fund Activity

1,182 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
126
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$452M
2
DZ Bank
DZ Bank
Germany
+$383M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$201M
4
Brown Advisory
Brown Advisory
Maryland
+$192M
5
Invesco
Invesco
Georgia
+$112M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$213M
2
State Street
State Street
Massachusetts
-$166M
3
OAG
Orbis Allan Gray
Bermuda
-$130M
4
Victory Capital Management
Victory Capital Management
Texas
-$128M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
726
Strategy Asset Managers
California
$734K +$734K +5,132 New
SPC
727
Sigma Planning Corp
Michigan
$733K +$12.9K +90 +2%
WA
728
WP Advisors
California
$732K -$28.8K -201 -4%
MSA
729
Marino Stram & Associates
Massachusetts
$731K -$15.9K -111 -2%
WPC
730
Wedmont Private Capital
Pennsylvania
$718K +$111K +744 +18%
EWA
731
Encompass Wealth Advisors
Oregon
$715K – – –
OP
732
Oldfield Partners
United Kingdom
$715K – – –
GFA
733
Gifford Fong Associates
California
$715K – – –
VSQM
734
V-Square Quantitative Management
Illinois
$713K +$713K +4,982 New
PFP
735
Pinnacle Financial Partners
Tennessee
$712K +$24.7K +173 +4%
OC
736
Oppenheimer & Co
New York
$711K -$577K -4,030 -45%
RIG
737
Renaissance Investment Group
Massachusetts
$710K +$145K +1,012 +26%
HFG
738
Heron Financial Group
New York
$709K +$2.58K +18 +0.4%
WA
739
Wambolt & Associates
Colorado
$708K +$316K +2,180 +81%
NFA
740
Northern Financial Advisors
Michigan
$705K -$40.5K -283 -5%
AT
741
Arden Trust
Delaware
$701K -$81.8K -571 -10%
NL
742
NVWM LLC
Pennsylvania
$698K +$686K +4,797 +5,780%
LA
743
LVW Advisors
New York
$693K -$242K -1,694 -26%
CI
744
Conning Inc
Connecticut
$685K -$25K -175 -4%
PFBT
745
Parkside Financial Bank & Trust
Missouri
$684K +$9.44K +66 +1%
TPCW
746
TD Private Client Wealth
New York
$678K +$146K +1,022 +28%
APW
747
Acima Private Wealth
Virginia
$677K +$7.01K +49 +1%
ECM
748
Evergreen Capital Management
Washington
$676K +$43.3K +303 +7%
PWPS
749
Pinnacle Wealth Planning Services
Ohio
$675K +$56.4K +394 +9%
DC
750
Davenport & Co
Virginia
$672K -$1.57K -11 -0.2%
28 29
30
31 32