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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
751
CIBC World Market
Ontario, Canada
$589K -$1.37M -9,815 -70%
UM
752
UniSuper Management
Australia
$585K – – –
SFFS
753
Stonehage Fleming Financial Services
Jersey
$580K +$580K +4,128 New
FDS
754
Freedom Day Solutions
Texas
$577K -$401K -2,878 -41%
TWM
755
TMD Wealth Management
Arizona
$571K – – –
NAS
756
Nicolet Advisory Services
Wisconsin
$570K +$75.1K +528 +15%
BCM
757
BTC Capital Management
Iowa
$567K -$26.3K -189 -4%
HI
758
Horizon Investments
North Carolina
$563K -$19.5K -140 -3%
GAM
759
Gotham Asset Management
New York
$561K -$1.36M -9,766 -71%
CA
760
Cullinan Associates
Kentucky
$557K – – –
FLPIM
761
F.L. Putnam Investment Management
Massachusetts
$552K -$70.8K -508 -11%
SWM
762
Selective Wealth Management
Virginia
$552K -$2.13K -15 -0.4%
LJAC
763
L.J. Altfest & Co
New York
$547K +$547K +3,929 New
HSA
764
HBK Sorce Advisory
Pennsylvania
$543K +$75.8K +544 +16%
EC
765
EdgeRock Capital
Colorado
$541K +$17K +122 +3%
USCWA
766
U.S. Capital Wealth Advisors
Texas
$536K -$25.5K -183 -5%
NC
767
NewSquare Capital
Pennsylvania
$530K +$68.3K +490 +15%
DC
768
Davenport & Co
Virginia
$530K -$131K -937 -20%
MFG
769
Merit Financial Group
Georgia
$525K +$38.7K +278 +8%
AAIS
770
ABN AMRO Investment Solutions
$522K +$152K +1,089 +41%
CL
771
Choreo LLC
Illinois
$520K +$8.78K +63 +2%
DWM
772
Defined Wealth Management
Oregon
$514K +$11K +79 +2%
VDI
773
Vaughan David Investments
Illinois
$513K +$3.48K +25 +0.7%
B
774
Bellecapital
Switzerland
$512K – – –
GL
775
Graypoint LLC
New York
$510K +$172K +1,235 +51%
29 30
31
32 33