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Progressive
PGR

Overview Fund Activity

843 hedge funds and large institutions have $28.1B invested in Progressive in 2018 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 286 increasing their positions, 303 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
843
Holders Change
+82
Holders Change %
+10.78%
% of All Funds
18.81%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.67%
New
151
Increased
286
Reduced
303
Closed
64
Calls
$79.8M
Puts
$86.7M
Net Calls
-$6.91M
Net Calls Change
-$7.04M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$524M
2
Viking Global Investors
Viking Global Investors
Connecticut
$209M
3
FAM
Fred Alger Management
New York
$220M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.64B
5
EVM
Eaton Vance Management
Massachusetts
$147M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$543M
2
Deutsche Bank
Deutsche Bank
Germany
$274M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$172M
4
Citadel Advisors
Citadel Advisors
Florida
$279M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
801
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
IF
802
Ironwood Financial
Arizona
$10K +$10K +165 New
KPW
803
Kore Private Wealth
New York
$8K +$8K +125 New
WOC
804
West Oak Capital
California
$7.54K – – –
Fidelity International
805
Fidelity International
Bermuda
$7K -$19.8M -316,694 -100%
NCM
806
Nelson Capital Management
California
$7K – – –
TAIM
807
TD Ameritrade Investment Management
Nebraska
$7K +$1.36K +21 +24%
NFG
808
Next Financial Group
Texas
$7K +$1.26K +22 +22%
CIA
809
CSat Investment Advisory
Michigan
$7K +$2.47K +41 +55%
JFA
810
JNBA Financial Advisors
Minnesota
$7K +$7K +115 New
MWC
811
MBM Wealth Consultants
Missouri
$7K +$7K +123 New
IP
812
Intellectus Partners
California
$6K – – –
EWM
813
Endurance Wealth Management
Rhode Island
$6K – – –
KTC
814
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
LWA
815
Lenox Wealth Advisors
New York
$6K – – –
LFG
816
LifePlan Financial Group
Ohio
$6K – – –
JCM
817
Jacobi Capital Management
Pennsylvania
$6K – – –
SFSIG
818
San Francisco Sentry Investment Group
California
$5K -$2.34K -36 -32%
BWM
819
Baystate Wealth Management
Massachusetts
$5K – – –
PMFA
820
Plante Moran Financial Advisors
Michigan
$5K +$5K +88 New
RFM
821
Royal Fund Management
Florida
$4K – – –
IAS
822
IMA Advisory Services
Colorado
$4K – – –
LWANC
823
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +60 New
UB
824
UMB Bank
Missouri
$3.96K +$95 +1,571 +2%
AC
825
Avestar Capital
New York
$3K +$675 +18 +29%
31 32
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