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Progressive
PGR

Overview Fund Activity

982 hedge funds and large institutions have $47.4B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 375 increasing their positions, 356 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+35
Holders Change %
+3.7%
% of All Funds
17.42%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
125
Increased
375
Reduced
356
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M

Top Buyers

1
A
AustralianSuper
Australia
+$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
3
MIHAS
Maj Invest Holding A/S
Denmark
+$140M
4
Fidelity International
Fidelity International
Bermuda
+$115M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$98.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$449M
2
FAM
Fred Alger Management
New York
-$189M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$144M
4
Morgan Stanley
Morgan Stanley
New York
-$130M
5
AAMU
Amundi Asset Management US
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
751
Ativo Capital Management
Illinois
$304K +$304K +3,070 New
OC
752
Oppenheimer & Co
New York
$298K +$51.6K +522 +21%
WKWM
753
Walter & Keenan Wealth Management
Indiana
$297K – – –
CP
754
Cumberland Partners
Ontario, Canada
$297K – – –
CB
755
CNB Bank
Pennsylvania
$296K +$34.7K +351 +13%
WP
756
WealthShield Partners
North Carolina
$295K +$7.82K +79 +3%
ACM
757
Allred Capital Management
Texas
$295K +$8.19K +83 +3%
Jones Financial Companies
758
Jones Financial Companies
Missouri
$294K +$21.5K +217 +8%
AAS
759
Avantax Advisory Services
Texas
$292K -$1.2M -12,193 -80%
AWM
760
Altium Wealth Management
New York
$291K +$6.33K +64 +2%
SVWAG
761
Sound View Wealth Advisors Group
Georgia
$290K -$791 -8 -0.3%
DGHMC
762
Dalton, Greiner, Hartman, Maher & Co
New York
$289K -$11.5K -116 -4%
BDF
763
Balasa Dinverno & Foltz
$286K +$286K +2,889 New
BWP
764
Baldwin Wealth Partners
Massachusetts
$285K – – –
RWM
765
Ritholtz Wealth Management
New York
$285K +$9.6K +97 +3%
SC
766
Scotia Capital
Ontario, Canada
$283K +$6.23K +63 +2%
CCM
767
Coldstream Capital Management
Washington
$282K +$282K +2,848 New
AP
768
Advisors Preferred
Maryland
$280K -$111K -1,144 -28%
OPS
769
Orion Portfolio Solutions
Nebraska
$276K +$276K +2,796 New
FLPIM
770
F.L. Putnam Investment Management
Massachusetts
$275K – – –
PP
771
Paloma Partners
Connecticut
$274K -$1.42M -14,385 -84%
CIA
772
Choate Investment Advisors
Massachusetts
$273K +$6.83K +69 +3%
QCM
773
Quest Capital Management
Texas
$270K +$19.3K +195 +8%
LWAM
774
Legacy Wealth Asset Management
Minnesota
$270K +$270K +2,734 New
GC
775
Gilbert & Cook
Iowa
$268K +$268K +2,718 New
29 30
31
32 33