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Progressive
PGR

Overview Fund Activity

913 hedge funds and large institutions have $38.4B invested in Progressive in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 352 increasing their positions, 331 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+35
Holders Change %
+3.99%
% of All Funds
18.77%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.86%
New
108
Increased
352
Reduced
331
Closed
66
Calls
$125M
Puts
$123M
Net Calls
+$1.65M
Net Calls Change
-$58.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$643M
2
FMI
Fiduciary Management Inc
Wisconsin
$221M
3
BBHC
Brown Brothers Harriman & Co
New York
$232M
4
Invesco
Invesco
Georgia
$644M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$330M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$92.5M
2
AAMU
Amundi Asset Management US
Massachusetts
$510M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Boston Partners
Boston Partners
Massachusetts
$384M
5
Renaissance Technologies
Renaissance Technologies
New York
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
826
Carroll Financial Associates
North Carolina
$38K -$1.59K -20 -4%
RWA
827
Ropes Wealth Advisors
Massachusetts
$38K – – –
SF
828
Synovus Financial
Georgia
$36K -$337K -4,345 -90%
WLPWM
829
Walled Lake Planning & Wealth Management
Illinois
$36K +$80 +1 +0.2%
TL
830
TrueWealth LLC
Georgia
$31K – – –
BWM
831
Baystate Wealth Management
Massachusetts
$31K +$12K +150 +63%
LWM
832
Liberty Wealth Management
California
$31K +$28.2K +355 +1,014%
EP
833
Eudaimonia Partners
Tennessee
$29K -$51.9K -650 -64%
ZB
834
Zions Bancorporation
Utah
$29K -$12.9K -162 -31%
TFO
835
Tarbox Family Office
California
$29K -$3K -38 -9%
JGIA
836
Jackson Grant Investment Advisers
Connecticut
$29K – – –
GAM
837
Gemmer Asset Management
California
$28K – – –
FFC
838
First Financial Corp
Indiana
$28K +$2.14K +27 +8%
HPC
839
HM Payson & Co
Maine
$27K – – –
ME
840
McIlrath & Eck
Washington
$27K +$27K +333 New
VEA
841
Virtus ETF Advisers
New York
$25K -$10.4K -130 -29%
BSAM
842
Blue Square Asset Management
New York
$25K +$25K +312 New
FMII
843
Farmers & Merchants Investments Inc
Nebraska
$24K +$1.76K +22 +8%
AA
844
AlphaMark Advisors
Kentucky
$24K +$6K +75 +33%
APC
845
Aspire Private Capital
North Carolina
$24K +$23.2K +284 +2,840%
PWMG
846
Prestige Wealth Management Group
New Jersey
$22K +$3.85K +49 +21%
HR
847
Howe & Rusling
New York
$20K -$1.65K -21 -8%
PB
848
Pinnacle Bancorp
Nebraska
$20K – – –
FWM
849
Focused Wealth Management
New York
$19K +$19K +236 New
CDIA
850
Capital Directions Investment Advisors
Georgia
$17K – – –
32 33
34
35 36