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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
751
Realta Investment Advisors
Delaware
$888K +$37.9K +238 +4%
OC
752
Oppenheimer & Co
New York
$872K +$1.75K +11 +0.2%
CAM
753
Congress Asset Management
Massachusetts
$870K
FA
754
FDx Advisors
Illinois
$869K -$557K -3,495 -39%
GLA
755
Great Lakes Advisors
Illinois
$868K -$94.1K -591 -10%
AIA
756
Armor Investment Advisors
North Carolina
$866K +$637 +4 +0.1%
WBC
757
Westpac Banking Corp
Australia
$866K +$117K +735 +16%
PFS
758
Prospera Financial Services
Texas
$866K -$116K -730 -12%
FFM
759
Forum Financial Management
Illinois
$860K
MFIM
760
Mesirow Financial Investment Management
Illinois
$847K +$847K +5,315 New
KWA
761
Kingswood Wealth Advisors
California
$841K +$133K +838 +19%
HIS
762
Horizon Investment Services
Indiana
$836K
GF
763
Gries Financial
Ohio
$836K +$133K +834 +19%
FB
764
Fulton Bank
Pennsylvania
$834K -$271K -1,700 -24%
CIC
765
Crawford Investment Counsel
Georgia
$830K +$4.62K +29 +0.6%
PWM
766
Proathlete Wealth Management
Florida
$824K +$824K +5,171 New
QI
767
Qtron Investments
Massachusetts
$823K +$281K +1,766 +52%
WWM
768
Western Wealth Management
Colorado
$823K +$47K +295 +6%
CGL
769
Clarius Group LLC
Washington
$819K -$30.9K -194 -4%
ADIM
770
Alpha DNA Investment Management
Maryland
$819K +$819K +5,139 New
WA
771
WP Advisors
California
$817K +$637 +4 +0.1%
IAN
772
Integrated Advisors Network
Texas
$816K -$16.2K -102 -2%
Verition Fund Management
773
Verition Fund Management
Connecticut
$815K +$446K +2,803 +121%
AWM
774
Axxcess Wealth Management
California
$814K +$264K +1,659 +48%
LFA
775
Legacy Financial Advisors
Kentucky
$813K -$34.4K -216 -4%