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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
801
GAMMA Investing
California
$733K +$733K +4,112 New
DWT
802
Dorsey & Whitney Trust
South Dakota
$730K -$8.76K -55 -1%
SWP
803
Strategic Wealth Partners
Ohio
$728K -$575K -3,609 -44%
GJWM
804
Gilliland Jeter Wealth Management
Arkansas
$726K +$726K +4,559 New
MG
805
Mather Group
Illinois
$725K +$215K +1,349 +42%
FF
806
Fluent Financial
Texas
$724K -$40.5K -254 -5%
FF
807
Friedenthal Financial
New Jersey
$714K +$714K +4,485 New
ECM
808
Evergreen Capital Management
Washington
$710K -$18.3K -115 -3%
Fiera Capital (Canada)
809
Fiera Capital (Canada)
Quebec, Canada
$709K +$709K +4,450 New
LNC
810
Lincoln National Corp
Pennsylvania
$708K +$225K +1,415 +47%
V
811
ViaWealth
Kansas
$708K +$159 +1 +0%
IAS
812
Insigneo Advisory Services
Florida
$700K +$297K +1,864 +74%
IB
813
Intrust Bank
Kansas
$693K
PPWP
814
Premier Path Wealth Partners
New Jersey
$693K +$693K +4,361 New
IPW
815
Inlet Private Wealth
Florida
$692K
WEG
816
World Equity Group
Illinois
$690K -$630K -3,956 -48%
TCG
817
Tremblant Capital Group
Florida
$688K +$2.55K +16 +0.4%
CI
818
Conning Inc
Connecticut
$683K
EA
819
Everpar Advisors
Oklahoma
$678K +$678K +4,258 New
Group One Trading
820
Group One Trading
Illinois
$673K +$673K +4,224 New
Lazard Asset Management
821
Lazard Asset Management
New York
$669K +$398K +2,502 +147%
TWM
822
TMD Wealth Management
Arizona
$652K
BFG
823
Beacon Financial Group
Texas
$652K +$652K +4,096 New
BOM
824
Bank of Marin
California
$652K -$342K -2,150 -34%
CIA
825
Concurrent Investment Advisors
Florida
$652K +$652K +4,095 New