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Progressive
PGR

Overview Fund Activity

1,182 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
126
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$452M
2
DZ Bank
DZ Bank
Germany
+$383M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$201M
4
Brown Advisory
Brown Advisory
Maryland
+$192M
5
Invesco
Invesco
Georgia
+$112M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$213M
2
State Street
State Street
Massachusetts
-$166M
3
OAG
Orbis Allan Gray
Bermuda
-$130M
4
Victory Capital Management
Victory Capital Management
Texas
-$128M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
776
Revisor Wealth Management
Ohio
$553K +$553K +3,866 New
AIA
777
Angeles Investment Advisors
California
$552K +$15K +105 +3%
SI
778
Scharf Investments
California
$547K -$23.3K -163 -4%
FIM
779
Freedom Investment Management
Connecticut
$545K -$24.6K -172 -4%
AIC
780
Archer Investment Corporation
Indiana
$545K – – –
TPW
781
Transatlantique Private Wealth
New York
$544K -$44.8K -313 -8%
TC
782
TownSquare Capital
Utah
$543K +$4.86K +34 +0.9%
HI
783
Horizon Investments
North Carolina
$539K -$363K -2,538 -40%
EC
784
EdgeRock Capital
Colorado
$538K – – –
FLPIM
785
F.L. Putnam Investment Management
Massachusetts
$538K +$43.3K +303 +9%
BCM
786
BlueMar Capital Management
Florida
$534K +$534K +3,735 New
IAA
787
Independent Advisor Alliance
North Carolina
$532K +$532K +3,720 New
FP
788
Factorial Partners
New York
$529K -$85.8K -600 -14%
LOAMS
789
Lombard Odier Asset Management (Switzerland)
Switzerland
$529K -$1.86K -13 -0.4%
B
790
Bellecapital
Switzerland
$526K – – –
KBFS
791
Kohmann Bosshard Financial Services
Ohio
$523K – – –
CL
792
Choreo LLC
Illinois
$520K +$1.86K +13 +0.4%
1WA
793
180 Wealth Advisors
Washington
$520K +$166K +1,159 +47%
DWM
794
Defined Wealth Management
Oregon
$516K – – –
BFS
795
Bradley Foster & Sargent
Connecticut
$512K -$16.5K -115 -3%
PCG
796
Prosperity Consulting Group
Maryland
$505K -$393K -2,746 -44%
DT
797
Diversified Trust
Tennessee
$505K -$220K -1,540 -30%
QI
798
Qtron Investments
Massachusetts
$503K – – –
MCM
799
Monument Capital Management
Virginia
$502K +$26.8K +187 +6%
HFM
800
Harvest Fund Management
China
$501K +$91K +636 +22%
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