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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 %
PCM
751
Penserra Capital Management
California
$670K -$5.86K -41 -0.9%
FG
752
Fiduciary Group
Georgia
$666K -$107K -745 -14%
SC
753
Searle & Co
Connecticut
$662K -$136K -1,000 -17%
WWM
754
Western Wealth Management
Colorado
$658K +$135K +944 +26%
V
755
ViaWealth
Kansas
$636K -$21.5K -150 -3%
CB
756
CNB Bank
Pennsylvania
$635K +$16K +112 +3%
WANY
757
Wealthspire Advisors (New York)
New York
$628K -$238K -1,661 -27%
CIAS
758
Capital Investment Advisory Services
North Carolina
$628K -$11.4K -80 -2%
DWT
759
Dorsey & Whitney Trust
South Dakota
$625K +$31.3K +219 +5%
IB
760
Intrust Bank
Kansas
$622K -$4.29K -30 -0.7%
IPW
761
Inlet Private Wealth
Florida
$621K – – –
SIA
762
SkyView Investment Advisors
New Jersey
$616K +$218K +1,523 +55%
VDI
763
Vaughan David Investments
Illinois
$598K -$21.4K -150 -3%
BCM
764
BTC Capital Management
Iowa
$596K +$596K +4,166 New
Lido Advisors
765
Lido Advisors
California
$596K -$3.42M -23,936 -85%
SIM
766
Sentry Investment Management
Wisconsin
$590K +$3.58K +25 +0.6%
TWM
767
TMD Wealth Management
Arizona
$586K – – –
Verition Fund Management
768
Verition Fund Management
Connecticut
$578K -$2.84M -19,838 -83%
BIM
769
Baldwin Investment Management
Pennsylvania
$578K +$1.72K +12 +0.3%
USCWA
770
U.S. Capital Wealth Advisors
Texas
$572K -$51.2K -358 -8%
CA
771
Cullinan Associates
Kentucky
$572K – – –
UW
772
Unique Wealth
Florida
$565K -$2.86K -20 -0.5%
WDA
773
Wendell David Associates
New Hampshire
$562K – – –
PAM
774
Paradigm Asset Management
New York
$558K – – –
WT
775
Whittier Trust
California
$553K +$15.5K +108 +3%
29 30
31
32 33