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Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
826
Baker Tilly Wealth Management
Wisconsin
$261K +$261K +2,545 New
BFPW
827
BOK Financial Private Wealth
Colorado
$260K +$260K +2,537 New
OWM
828
Orgel Wealth Management
Wisconsin
$258K – – –
PI
829
Putnam Investments
Massachusetts
$256K – – –
SIA
830
SkyView Investment Advisors
New Jersey
$255K +$255K +7,596 New
FF
831
FourThought Financial
Florida
$253K -$8.21K -80 -3%
CBA
832
Coastal Bridge Advisors
Connecticut
$249K +$249K +2,472 New
OPS
833
Orion Portfolio Solutions
Nebraska
$247K +$1.54K +15 +0.6%
HAIM
834
Hunter Associates Investment Management
Pennsylvania
$246K +$246K +2,400 New
CS
835
Cannell & Spears
New York
$245K – – –
RFN
836
RDA Financial Network
Iowa
$244K -$4.22K -41 -2%
GAM
837
Gotham Asset Management
New York
$242K +$242K +2,359 New
MME
838
Meag Munich Ergo
Germany
$241K – – –
VFA
839
Valeo Financial Advisors
Indiana
$241K +$241K +2,345 New
IA
840
IFG Advisory
Georgia
$240K +$3.07K +30 +1%
SIA
841
Schechter Investment Advisors
Michigan
$240K +$240K +2,337 New
JF
842
Jump Financial
Illinois
$239K +$239K +2,319 New
ICP
843
Interchange Capital Partners
Pennsylvania
$239K +$239K +2,333 New
CA
844
Cortland Associates
Missouri
$238K -$4.11K -40 -2%
SWM
845
Stockman Wealth Management
Montana
$238K +$9.43K +92 +4%
KFP
846
KB Financial Partners
New Jersey
$238K +$238K +2,319 New
TFS
847
Thoroughbred Financial Services
Tennessee
$236K -$1.74K -17 -0.7%
EFS
848
Essex Financial Services
Connecticut
$236K +$5.14K +50 +2%
IF
849
Intrua Financial
Texas
$235K – – –
6M
850
6 Meridian
Kansas
$235K +$1.65K +16 +0.7%
32 33
34
35 36