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Progressive
PGR

Overview Fund Activity

982 hedge funds and large institutions have $47.4B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 375 increasing their positions, 356 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+35
Holders Change %
+3.7%
% of All Funds
17.42%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
125
Increased
375
Reduced
356
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M

Top Buyers

1
A
AustralianSuper
Australia
+$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
3
MIHAS
Maj Invest Holding A/S
Denmark
+$140M
4
Fidelity International
Fidelity International
Bermuda
+$115M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$98.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$449M
2
FAM
Fred Alger Management
New York
-$189M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$144M
4
Morgan Stanley
Morgan Stanley
New York
-$130M
5
AAMU
Amundi Asset Management US
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
826
North Star Investment Management
Illinois
$193K – – –
DC
827
Davenport & Co
Virginia
$192K +$192K +2,042 New
BAM
828
Belpointe Asset Management
Nevada
$187K -$502K -5,096 -73%
AAP
829
Arax Advisory Partners
Colorado
$185K +$32.8K +332 +22%
KC
830
Knuff & Co
California
$183K +$2.97K +30 +2%
ST
831
Smithfield Trust
Pennsylvania
$181K +$10.9K +110 +6%
HFA
832
HC Financial Advisors
California
$180K +$65.3K +662 +57%
AF
833
Allworth Financial
California
$170K +$198 +2 +0.1%
QCG
834
Quadrant Capital Group
Ohio
$164K -$9.82K -99 -6%
BFEC
835
Benjamin F. Edwards & Company
Missouri
$163K +$30.1K +304 +23%
PWPS
836
Pinnacle Wealth Planning Services
Ohio
$161K +$161K +1,625 New
HI
837
Hudock Inc
Pennsylvania
$160K +$2.77K +28 +2%
ICP
838
Interchange Capital Partners
Pennsylvania
$158K +$158K +1,599 New
GLLW
839
Graves Light Lenhart Wealth
Virginia
$157K +$157K +1,590 New
LTI
840
Laffer Tengler Investments
Tennessee
$149K – – –
EA
841
Elm Advisors
California
$148K +$148K +1,500 New
SC
842
Steph & Co
Wisconsin
$142K -$69.6K -703 -33%
SFO
843
Standard Family Office
South Dakota
$135K +$135K +1,366 New
FPFS
844
First Personal Financial Services
North Carolina
$134K – – –
SAI
845
Systematic Alpha Investments
New Jersey
$124K +$124K +1,257 New
GRP
846
Global Retirement Partners
California
$123K – – –
AA
847
AlphaCentric Advisors
Puerto Rico
$119K +$119K +1,201 New
TIAM2
848
Tru Independence Asset Management 2
Oregon
$115K +$115K +1,160 New
LWCFA
849
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109K – – –
TC
850
Tacita Capital
Ontario, Canada
$104K +$104K +1,048 New
32 33
34
35 36