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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 %
BWP
801
Baldwin Wealth Partners
Massachusetts
$295K – – –
AG
802
AlphaSimPlex Group
Massachusetts
$294K -$203K -1,972 -41%
MC
803
Moors & Cabot
Massachusetts
$293K -$308K -2,999 -51%
ACM
804
Allred Capital Management
Texas
$291K +$3.28K +32 +1%
SWM
805
Spire Wealth Management
Virginia
$288K +$136K +1,330 +90%
WW
806
Waterfront Wealth
Kansas
$288K +$288K +2,806 New
RIA
807
Realta Investment Advisors
Delaware
$287K +$103 +1 +0%
APA
808
Astoria Portfolio Advisors
New York
$286K +$286K +2,791 New
ECM
809
Evergreen Capital Management
Washington
$284K +$284K +2,771 New
A
810
AustralianSuper
Australia
$282K +$807 +7,900 +0.3%
SICM
811
Sustainable Insight Capital Management
New York
$280K -$41.4K -403 -13%
TSWM
812
Tyler-Stone Wealth Management
Ohio
$279K +$279K +2,715 New
CWM
813
Congress Wealth Management
Massachusetts
$278K +$278K +2,711 New
BDF
814
Balasa Dinverno & Foltz
$277K -$71.6K -697 -21%
MMG
815
Monetary Management Group
Missouri
$277K – – –
Walleye Trading
816
Walleye Trading
New York
$276K +$276K +2,684 New
AIM
817
Anchor Investment Management
South Carolina
$274K – – –
EWM
818
Empirical Wealth Management
Washington
$273K -$143K -1,395 -34%
SWP
819
Strategic Wealth Partners
Ohio
$270K -$155K -1,509 -36%
IAIM
820
International Assets Investment Management
Florida
$270K +$270K +2,629 New
LOAMS
821
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K +$268K +2,611 New
JCM
822
J2 Capital Management
Michigan
$266K +$266K +2,591 New
HTC
823
Haverford Trust Company
Pennsylvania
$264K +$1.34K +13 +0.5%
MA
824
Mutual Advisors
Nebraska
$263K +$31.8K +309 +14%
B
825
Barings
North Carolina
$261K -$34.5K -335 -12%
31 32
33
34 35