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Progressive
PGR

Overview Fund Activity

880 hedge funds and large institutions have $35.9B invested in Progressive in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
-29
Holders Change %
-3.19%
% of All Funds
19.33%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.66%
New
67
Increased
330
Reduced
352
Closed
94
Calls
$91.7M
Puts
$124M
Net Calls
-$32.1M
Net Calls Change
-$37.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.18B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$922M
3
CVA
Ceredex Value Advisors
Florida
$193M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$139M
5
BlackRock
BlackRock
New York
$3.35B

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$919M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$140M
3
AAMU
Amundi Asset Management US
Massachusetts
$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$399M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
776
Capital Analysts LLC
Pennsylvania
$74K +$55.7K +723 +305%
SIAS
777
Shine Investment Advisory Services
Colorado
$68K +$7.42K +96 +12%
GEA
778
Glen Eagle Advisors
New Jersey
$60.3K – – –
HPC
779
HM Payson & Co
Maine
$60K -$1.47K -19 -2%
TWA
780
TCI Wealth Advisors
Arizona
$54K +$2.49K +32 +5%
GSWM
781
Golden State Wealth Management
California
$53K +$53K +690 New
SWP
782
Strategic Wealth Partners
Ohio
$52.2K +$24K +12,082 +85%
PRC
783
Pearl River Capital
Michigan
$52K -$70.3K -902 -57%
SCM
784
Silvant Capital Management
Georgia
$48K -$10.5K -135 -18%
WTC
785
WhitTier Trust Company
Nevada
$48K – – –
PGAM
786
Princeton Global Asset Management
New Jersey
$48K – – –
LC
787
Lindbrook Capital
California
$46K +$311 +4 +0.7%
M
788
Mirova
France
$46K +$4.1K +53 +10%
SAM
789
Shamrock Asset Management
Texas
$43K – – –
LWM
790
Liberty Wealth Management
California
$41K -$1.63K -21 -4%
VEA
791
Virtus ETF Advisers
New York
$40K -$19.5K -250 -33%
CFA
792
Carroll Financial Associates
North Carolina
$39K -$611 -8 -2%
MA
793
MCF Advisors
Kentucky
$39K – – –
PMFA
794
Plante Moran Financial Advisors
Michigan
$38K +$6.41K +82 +20%
RWA
795
Ropes Wealth Advisors
Massachusetts
$37K -$4.88K -63 -12%
SLF
796
Sun Life Financial
Ontario, Canada
$37K +$463 +6 +1%
PCM
797
Prelude Capital Management
New York
$36K -$546K -7,006 -94%
FRA
798
Front Row Advisors
California
$36K -$2.03K -26 -5%
SIM
799
Sonora Investment Management
Arizona
$35K -$4.04K -52 -10%
WAP
800
Wealthcare Advisory Partners
Pennsylvania
$35K -$2.57K -33 -7%
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