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Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
776
Castle Rock Wealth Management
California
$343K +$1.19K +11 +0.3%
KA
777
Kovack Advisors
Florida
$338K – – –
FLPIM
778
F.L. Putnam Investment Management
Massachusetts
$338K +$38.5K +375 +13%
PCS
779
Personal CFO Solutions
New Jersey
$336K +$336K +3,276 New
WCWM
780
Willow Creek Wealth Management
California
$335K – – –
CFFP
781
Center for Financial Planning
Michigan
$335K – – –
MA
782
MUFG Americas
New York
$335K +$8.94K +87 +3%
CIAS
783
Capital Investment Advisory Services
North Carolina
$332K +$719 +7 +0.2%
TCM
784
Tran Capital Management
California
$327K -$64.8K -630 -17%
Verition Fund Management
785
Verition Fund Management
Connecticut
$324K +$324K +3,160 New
WIC
786
Woodmont Investment Counsel
Tennessee
$323K – – –
GIA
787
Gateway Investment Advisers
Ohio
$321K -$33.9K -330 -10%
HWIS
788
Hancock Whitney Investment Services
Louisiana
$320K +$320K +3,130 New
TIM
789
Tortoise Investment Management
New York
$318K +$308K +3,000 +3,000%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$316K +$44.9K +437 +17%
SFG
791
SevenBridge Financial Group
Pennsylvania
$315K -$4.52K -44 -1%
MWM
792
Meridian Wealth Management
Kentucky
$313K -$16K -156 -5%
NL
793
NWAM LLC
Washington
$312K -$12.5K -122 -4%
WKWM
794
Walter & Keenan Wealth Management
Indiana
$311K – – –
CWM
795
Curi Wealth Management
North Carolina
$308K – – –
AAS
796
Ameritas Advisory Services
Nebraska
$306K +$306K +2,985 New
SCM
797
Stonehearth Capital Management
Massachusetts
$303K – – –
JWCA
798
J.W. Cole Advisors
Florida
$303K +$2.98K +29 +1%
WAM
799
Weatherly Asset Management
California
$300K – – –
GSEP
800
Golden State Equity Partners
California
$296K +$296K +2,888 New
30 31
32
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