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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 %
BTWM
751
Baker Tilly Wealth Management
Wisconsin
$611K +$175K +1,347 +40%
APW
752
Acima Private Wealth
Virginia
$607K
V
753
ViaWealth
Kansas
$607K +$607K +4,595 New
AF
754
Allworth Financial
California
$600K -$326K -2,510 -35%
GAM
755
Gotham Asset Management
New York
$591K -$1.96M -15,074 -77%
OPS
756
Orion Portfolio Solutions
Nebraska
$587K +$156K +1,202 +36%
EP
757
Edgestream Partners
New Jersey
$585K -$10.4M -80,550 -95%
NB
758
Northwest Bancshares
Pennsylvania
$585K -$1.95K -15 -0.3%
CIAS
759
Capital Investment Advisory Services
North Carolina
$580K
ECM
760
Evergreen Capital Management
Washington
$573K +$147K +1,134 +34%
IB
761
Intrust Bank
Kansas
$568K
USCWA
762
U.S. Capital Wealth Advisors
Texas
$565K -$11.2K -86 -2%
IPW
763
Inlet Private Wealth
Florida
$563K
VDI
764
Vaughan David Investments
Illinois
$562K -$126K -968 -18%
CB
765
CNB Bank
Pennsylvania
$561K +$20.1K +155 +4%
PWPS
766
Pinnacle Wealth Planning Services
Ohio
$561K +$27.4K +211 +5%
FP
767
Factorial Partners
New York
$558K
SWA
768
Sutton Wealth Advisors
Florida
$552K
WPC
769
Wedmont Private Capital
Pennsylvania
$549K +$11K +82 +2%
TPW
770
Transatlantique Private Wealth
New York
$535K -$158K -1,219 -23%
DWT
771
Dorsey & Whitney Trust
South Dakota
$533K -$34.4K -268 -6%
CG
772
Colony Group
Massachusetts
$532K -$205K -1,581 -28%
TWM
773
TMD Wealth Management
Arizona
$531K -$195K -1,500 -27%
SIM
774
Sentry Investment Management
Wisconsin
$531K +$19.4K +150 +4%
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$529K -$20.6K -159 -4%