PGR icon

Progressive
PGR

Overview Fund Activity

1,100 hedge funds and large institutions have $58.7B invested in Progressive in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 387 increasing their positions, 434 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+23
Holders Change %
+2.14%
% of All Funds
19.02%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
1.04%
New
105
Increased
387
Reduced
434
Closed
67
Calls
$177M
Puts
$170M
Net Calls
+$6.78M
Net Calls Change
-$13M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$588M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$404M
3
Bank of America
Bank of America
North Carolina
+$257M
4
Capital International Investors
Capital International Investors
California
+$226M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
MIHAS
Maj Invest Holding A/S
Denmark
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$165M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$151M
5
FMI
Fiduciary Management Inc
Wisconsin
-$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
801
TD Private Client Wealth
New York
$414K +$92.9K +799 +29%
KBFS
802
Kohmann Bosshard Financial Services
Ohio
$407K – – –
PSC
803
Prentiss Smith & Co
Vermont
$398K – – –
BTWM
804
Baker Tilly Wealth Management
Wisconsin
$391K +$8.14K +70 +2%
KA
805
Kovack Advisors
Florida
$386K +$2.91K +25 +0.8%
OPS
806
Orion Portfolio Solutions
Nebraska
$386K +$95.8K +825 +33%
FWIA
807
Fort Washington Investment Advisors
Ohio
$384K -$469K -4,039 -55%
IA
808
IFG Advisory
Georgia
$384K -$20.9K -180 -5%
CFFP
809
Center for Financial Planning
Michigan
$382K +$3.14K +27 +0.8%
ECM
810
Evergreen Capital Management
Washington
$382K +$46.8K +403 +14%
FLPIM
811
F.L. Putnam Investment Management
Massachusetts
$380K +$16.2K +139 +4%
WCWM
812
Willow Creek Wealth Management
California
$379K – – –
AFAS
813
Acorn Financial Advisory Services
Virginia
$377K – – –
PCS
814
Personal CFO Solutions
New Jersey
$376K +$3.83K +33 +1%
SIG
815
Sky Investment Group
Connecticut
$374K – – –
CFGS
816
Concourse Financial Group Securities
Alabama
$374K +$23.6K +203 +7%
CWM
817
Curi Wealth Management
North Carolina
$372K – – –
BTI
818
Blue Trust Inc
Georgia
$372K +$98.2K +844 +36%
WSFS
819
Wilmington Savings Fund Society
Delaware
$371K – – –
AIA
820
Angeles Investment Advisors
California
$371K +$371K +3,190 New
FDCC
821
Foster Dykema Cabot & Co
Massachusetts
$369K -$50.5K -434 -12%
BWP
822
Baldwin Wealth Partners
Massachusetts
$368K +$33.7K +290 +10%
WIC
823
Woodmont Investment Counsel
Tennessee
$366K – – –
OIA
824
OneDigital Investment Advisors
Kansas
$360K -$313K -2,696 -47%
FNBOSM
825
First National Bank of South Miami
Florida
$357K -$49.4K -426 -12%
31 32
33
34 35