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Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
3
MG
Meritage Group
California
+$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
5
Brown Advisory
Brown Advisory
Maryland
+$156M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$444M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$422M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$287M
4
Artisan Partners
Artisan Partners
Wisconsin
-$257M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
826
Monument Capital Management
Virginia
$427K -$37.5K -283 -8%
SIG
827
Sky Investment Group
Connecticut
$426K – – –
FIM
828
Freedom Investment Management
Connecticut
$426K -$78.4K -592 -16%
WSFS
829
Wilmington Savings Fund Society
Delaware
$423K – – –
TRIA
830
Trail Ridge Investment Advisors
Colorado
$421K -$9.93K -75 -2%
AT
831
Arden Trust
Delaware
$420K -$228K -1,723 -35%
BWP
832
Baldwin Wealth Partners
Massachusetts
$419K -$15.9K -120 -4%
WIC
833
Woodmont Investment Counsel
Tennessee
$417K – – –
TIMH
834
Tilt Investment Management Holdings
New York
$415K +$415K +3,134 New
HI
835
Humankind Investments
New York
$414K +$209K +1,579 +102%
ILI
836
Invesco LLC (Illinois)
Illinois
$411K +$411K +3,106 New
PWM
837
Perigon Wealth Management
California
$405K +$193K +1,457 +91%
CP
838
Covenant Partners
Tennessee
$405K – – –
CWM
839
Circle Wealth Management
New Jersey
$401K – – –
ECM
840
ExodusPoint Capital Management
New York
$394K -$2.12M -15,998 -84%
AC
841
ASB Consultores
Florida
$394K +$24.1K +182 +7%
CIM
842
Contravisory Investment Management
Massachusetts
$392K -$1.32K -10 -0.3%
Luther King Capital Management (LKCM)
843
Luther King Capital Management (LKCM)
Texas
$384K -$42.6K -322 -10%
RBCM
844
Raub Brock Capital Management
California
$384K – – –
SPA
845
Sherbrooke Park Advisers
New York
$384K +$384K +2,900 New
RWM
846
Revisor Wealth Management
Ohio
$382K -$129K -977 -25%
FMLI
847
Fukoku Mutual Life Insurance
Japan
$381K – – –
FM
848
Family Management
New York
$380K +$380K +2,874 New
PWP
849
Phillips Wealth Planners
Mississippi
$380K +$16.3K +123 +4%
DT
850
Diversified Trust
Tennessee
$371K -$96.5K -729 -21%
32 33
34
35 36