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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
801
Sky Investment Group
Connecticut
$449K – – –
FG
802
Fiduciary Group
Georgia
$447K -$97.1K -697 -18%
AAS
803
Ameritas Advisory Services
Nebraska
$447K +$447K +3,206 New
MG
804
Mather Group
Illinois
$446K -$29.4K -211 -6%
LAS
805
LWM Advisory Services
Florida
$446K +$76.1K +546 +21%
WSFS
806
Wilmington Savings Fund Society
Delaware
$445K – – –
GRP
807
Global Retirement Partners
California
$443K -$41.7K -293 -9%
BWP
808
Baldwin Wealth Partners
Massachusetts
$441K – – –
PWM
809
Perigon Wealth Management
California
$440K +$13.7K +98 +3%
MA
810
Mutual Advisors
Nebraska
$440K -$19.9K -143 -4%
WIC
811
Woodmont Investment Counsel
Tennessee
$439K – – –
TRIA
812
Trail Ridge Investment Advisors
Colorado
$439K -$4.6K -33 -1%
DT
813
Diversified Trust
Tennessee
$437K +$46.9K +337 +12%
TIMH
814
Tilt Investment Management Holdings
New York
$437K – – –
HI
815
Humankind Investments
New York
$435K -$279 -2 -0.1%
VFA
816
Valeo Financial Advisors
Indiana
$429K +$95.1K +683 +29%
PWP
817
Phillips Wealth Planners
Mississippi
$428K -$24.1K -153 -5%
CWM
818
Circle Wealth Management
New Jersey
$427K +$4.74K +34 +1%
CP
819
Covenant Partners
Tennessee
$426K – – –
LSA
820
Lion Street Advisors
Texas
$423K -$273K -1,957 -39%
IAIM
821
International Assets Investment Management
Florida
$423K -$40.4K -287 -9%
LNC
822
Lincoln National Corp
Pennsylvania
$423K +$48.6K +349 +13%
IWC
823
Integrated Wealth Concepts
Massachusetts
$421K +$141K +1,014 +50%
SFA
824
Souders Financial Advisors
Ohio
$412K +$412K +2,957 New
WFI
825
West Family Investments
California
$406K +$20.9K +150 +5%
31 32
33
34 35