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Progressive
PGR

Overview Fund Activity

881 hedge funds and large institutions have $33.8B invested in Progressive in 2019 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 295 increasing their positions, 360 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
17.4%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.51%
New
114
Increased
295
Reduced
360
Closed
96
Calls
$177M
Puts
$133M
Net Calls
+$44.5M
Net Calls Change
+$76.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$401M
3
EC
Eminence Capital
New York
+$175M
4
AAMU
Amundi Asset Management US
Massachusetts
+$138M
5
Citadel Advisors
Citadel Advisors
Florida
+$126M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$380M
2
Artisan Partners
Artisan Partners
Wisconsin
-$333M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$194M
4
Invesco
Invesco
Georgia
-$179M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
776
Quadrant Capital Group
Ohio
$54K -$29K -474 -35%
SIAS
777
Shine Investment Advisory Services
Colorado
$54K -$9.61K -133 -15%
EP
778
Eudaimonia Partners
Tennessee
$53K +$53K +726 New
HPC
779
HM Payson & Co
Maine
$52K -$4.35K -60 -8%
PO
780
Private Ocean
California
$48K +$33.2K +450 +225%
TI
781
tru Independence
Oregon
$47K +$47K +641 New
CFA
782
Carroll Financial Associates
North Carolina
$46K +$9.67K +136 +27%
SCM
783
Silvant Capital Management
Georgia
$45K – – –
LC
784
Lindbrook Capital
California
$41K -$2.34K -32 -5%
GDP
785
Great Diamond Partners
Maine
$40K +$40K +553 New
SQA
786
Simon Quick Advisors
New Jersey
$38K +$32.3K +444 +562%
WTC
787
WhitTier Trust Company
Nevada
$36K -$9K -125 -20%
MA
788
MCF Advisors
Kentucky
$36K – – –
RWA
789
Ropes Wealth Advisors
Massachusetts
$35K – – –
TL
790
TrueWealth LLC
Georgia
$35K +$3.01K +42 +9%
VEA
791
Virtus ETF Advisers
New York
$33K -$4.37K -60 -12%
FRA
792
Front Row Advisors
California
$33K – – –
SIM
793
Sonora Investment Management
Arizona
$33K – – –
WAP
794
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
FP
795
Financial Perspectives
Minnesota
$32.9K +$32.9K +455 New
GWS
796
Glassman Wealth Services
Virginia
$32K +$217 +3 +0.7%
WLPWM
797
Walled Lake Planning & Wealth Management
Illinois
$32K +$32K +442 New
BCA
798
Berman Capital Advisors
Georgia
$30K +$71 +1 +0.2%
JGIA
799
Jackson Grant Investment Advisers
Connecticut
$26K – – –
ADL
800
Asset Dedication LLC
California
$26K +$4.01K +56 +18%
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