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Progressive

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
801
Cooper Financial Group
California
$463K +$61.9K +468 +15%
BCM
802
BlueMar Capital Management
Florida
$463K -$31.8K -240 -6%
MFG
803
Merit Financial Group
Georgia
$462K +$11.6K +88 +3%
PAM
804
Peak Asset Management
Colorado
$461K
IAA
805
Independent Advisor Alliance
North Carolina
$461K -$31.9K -241 -6%
NAS
806
Nicolet Advisory Services
Wisconsin
$458K +$162K +1,227 +54%
PCG
807
Prosperity Consulting Group
Maryland
$455K -$12.3K -93 -3%
SWM
808
Seed Wealth Management
Illinois
$455K
AWM
809
Axxcess Wealth Management
California
$454K +$454K +3,431 New
PSC
810
Prentiss Smith & Co
Vermont
$454K
MG
811
Mather Group
Illinois
$452K -$688K -5,197 -60%
GRP
812
Global Retirement Partners
California
$452K -$5.96K -45 -1%
NB
813
Northwest Bancshares
Pennsylvania
$446K
HSA
814
HBK Sorce Advisory
Pennsylvania
$444K +$160K +1,210 +56%
NC
815
NewSquare Capital
Pennsylvania
$439K +$19.9K +150 +5%
MA
816
Mutual Advisors
Nebraska
$437K +$14.8K +112 +4%
WS
817
Wedbush Securities
California
$437K +$53.7K +406 +14%
IAIM
818
International Assets Investment Management
Florida
$436K +$86.6K +654 +25%
IWM
819
IHT Wealth Management
Illinois
$434K +$81.2K +613 +23%
SC
820
Scotia Capital
Ontario, Canada
$433K +$24.2K +183 +6%
CFFP
821
Center for Financial Planning
Michigan
$432K
FCP
822
Fidelis Capital Partners
Florida
$431K +$39.4K +298 +10%
KA
823
Kovack Advisors
Florida
$431K -$5.96K -45 -1%
LA
824
Lifeworks Advisors
Michigan
$429K +$155K +1,171 +57%
TCG
825
Tremblant Capital Group
Florida
$428K