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Progressive
PGR

Overview Fund Activity

982 hedge funds and large institutions have $47.4B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 375 increasing their positions, 356 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+35
Holders Change %
+3.7%
% of All Funds
17.42%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
125
Increased
375
Reduced
356
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M

Top Buyers

1
A
AustralianSuper
Australia
+$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
3
MIHAS
Maj Invest Holding A/S
Denmark
+$140M
4
Fidelity International
Fidelity International
Bermuda
+$115M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$98.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$449M
2
FAM
Fred Alger Management
New York
-$189M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$144M
4
Morgan Stanley
Morgan Stanley
New York
-$130M
5
AAMU
Amundi Asset Management US
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
776
One Wealth Advisors
California
$266K +$266K +2,686 New
WP
777
WMS Partners
Maryland
$262K -$75.6K -764 -22%
W
778
WealthStone
Ohio
$258K +$11.8K +119 +5%
MNBTD
779
Moody National Bank Trust Division
Texas
$258K +$32.5K +328 +14%
NL
780
NWAM LLC
Washington
$255K +$255K +2,575 New
MC
781
Moors & Cabot
Massachusetts
$254K +$25.1K +252 +11%
PI
782
Putnam Investments
Massachusetts
$253K -$103K -1,041 -29%
HTC
783
Haverford Trust Company
Pennsylvania
$253K – – –
OWM
784
Orgel Wealth Management
Wisconsin
$253K – – –
CRWM
785
Castle Rock Wealth Management
California
$253K +$253K +2,744 New
BPA
786
Beacon Pointe Advisors
California
$252K +$11.2K +114 +5%
GAB
787
German American Bancorp
Indiana
$250K – – –
CPC
788
Cookson Peirce & Co
Pennsylvania
$250K +$10.1K +102 +4%
Jacobs Levy Equity Management
789
Jacobs Levy Equity Management
New Jersey
$250K +$250K +2,526 New
FHA
790
Flagship Harbor Advisors
Massachusetts
$247K -$4.45K -45 -2%
PCG
791
Private Capital Group
Connecticut
$245K +$18.4K +186 +8%
BJL
792
Brighton Jones LLC
Washington
$242K +$242K +2,450 New
OQS
793
Occudo Quantitative Strategies
Florida
$242K +$242K +2,450 New
TI
794
Tidal Investments
Wisconsin
$238K +$238K +2,409 New
CS
795
Cannell & Spears
New York
$236K -$16K -162 -6%
RFN
796
RDA Financial Network
Iowa
$234K +$6.43K +65 +3%
CA
797
Cortland Associates
Missouri
$233K -$7.41K -75 -3%
JF
798
JSF Financial
California
$233K +$233K +2,359 New
PBO
799
Peoples Bank (Ohio)
Ohio
$230K -$8.69K -88 -4%
TCM
800
Teza Capital Management
Illinois
$229K -$225K -2,276 -50%
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