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Progressive
PGR

Overview Fund Activity

880 hedge funds and large institutions have $35.9B invested in Progressive in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 94 closing their positions.

Holders
880
Holders Change
-29
Holders Change %
-3.19%
% of All Funds
19.33%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.66%
New
67
Increased
330
Reduced
352
Closed
94
Calls
$91.7M
Puts
$124M
Net Calls
-$32.1M
Net Calls Change
-$37.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.18B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$922M
3
CVA
3
Ceredex Value Advisors
Florida
$193M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$139M
5
BlackRock
5
BlackRock
New York
$3.35B

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$919M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$140M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$437M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$399M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$129M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
826
Salem Investment Counselors
North Carolina
$15K 200 – –
CCM
827
Covington Capital Management
California
$15K 192 +192 New
BWM
828
Baystate Wealth Management
Massachusetts
$14K 183 +100 +120%
EW
829
Evoke Wealth
California
$13.8K 178 +178 New
VCM
830
Versant Capital Management
Arizona
$13K 175 -6 -3%
BEI
831
Benjamin Edwards Inc
Missouri
$13K 164 -4 -2%
IF
832
Ironwood Financial
Arizona
$13K 165 – –
EFSCE
833
Enterprise Financial Services Corp (EFSC)
Missouri
$13K 170 – –
RFWA
834
RPg Family Wealth Advisory
Massachusetts
$12.3K 159 – –
IRC
835
Investors Research Corp
Georgia
$12K 149 – –
UB
836
UMB Bank
Missouri
$11.2K 144,661 +67,023 +86%
KPCM
837
Kings Point Capital Management
New York
$11K 145 – –
FGAM
838
Financial Gravity Asset Management
Texas
$11K 148 +29 +24%
RA
839
Rational Advisors
New York
$10K 128 -2,713 -95%
FHA
840
First Horizon Advisors
Tennessee
$10K 138 – –
MWC
841
MBM Wealth Consultants
Missouri
$10K 123 – –
AIM
842
Advantage Investment Management
Iowa
$9K 122 -48 -28%
Fidelity International
843
Fidelity International
Bermuda
$9K 117 -1 -0.8%
JFA
844
JNBA Financial Advisors
Minnesota
$9K 115 – –
BCI
845
Brinker Capital Investments
Pennsylvania
$9K 112 +112 New
GT
846
Glenmede Trust
Pennsylvania
$8.91K 115,349 -400,351 -78%
LFG
847
LifePlan Financial Group
Ohio
$8K 98 – –
JCM
848
Jacobi Capital Management
Pennsylvania
$8K 100 – –
IWA
849
Intercontinental Wealth Advisors
Texas
$8K 101 – –
EWM
850
Endurance Wealth Management
Rhode Island
$8K 100 – –
32 33
34
35 36