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Progressive

1,166 hedge funds and large institutions have $64.2B invested in Progressive in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 403 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+66
Holders Change %
+6%
% of All Funds
18.81%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.86%
New
162
Increased
403
Reduced
439
Closed
75
Calls
$221M
Puts
$234M
Net Calls
-$13.3M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
801
Bradley Foster & Sargent
Connecticut
$479K -$56.2K -433 -10%
B
802
Bellecapital
Switzerland
$477K
WWM
803
Western Wealth Management
Colorado
$475K -$256K -1,977 -35%
KBFS
804
Kohmann Bosshard Financial Services
Ohio
$474K +$20.4K +157 +4%
CL
805
Choreo LLC
Illinois
$470K +$519 +4 +0.1%
DWM
806
Defined Wealth Management
Oregon
$468K
ALAM
807
Asahi Life Asset Management
Japan
$460K -$2.59K -20 -0.6%
QI
808
Qtron Investments
Massachusetts
$456K -$739K -5,697 -62%
IAIM
809
International Assets Investment Management
Florida
$454K +$178K +1,374 +65%
PWP
810
Phillips Wealth Planners
Mississippi
$453K +$453K +3,244 New
PAM
811
Peak Asset Management
Colorado
$452K -$30.5K -235 -6%
FLPIM
812
F.L. Putnam Investment Management
Massachusetts
$448K +$24.1K +186 +6%
SWM
813
Seed Wealth Management
Illinois
$446K +$446K +3,437 New
PSC
814
Prentiss Smith & Co
Vermont
$445K
MCI
815
MRP Capital Investments
Georgia
$441K +$441K +3,400 New
UPC
816
Utah Peaks Capital
Utah
$440K +$440K +3,394 New
MCM
817
Monument Capital Management
Virginia
$431K -$125K -960 -22%
FMLI
818
Fukoku Mutual Life Insurance
Japan
$429K -$89.5K -690 -17%
KA
819
Kovack Advisors
Florida
$428K -$2.34K -18 -0.5%
BWP
820
Baldwin Wealth Partners
Massachusetts
$426K +$15.6K +120 +4%
CFFP
821
Center for Financial Planning
Michigan
$423K -$3.5K -27 -0.8%
Luther King Capital Management (LKCM)
822
Luther King Capital Management (LKCM)
Texas
$422K +$115K +883 +37%
AFAS
823
Acorn Financial Advisory Services
Virginia
$421K
SIG
824
Sky Investment Group
Connecticut
$418K
NC
825
NewSquare Capital
Pennsylvania
$417K +$417K +3,215 New