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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
826
Ironwood Investment Management
Massachusetts
$1.44M -$90.3K -377 -6%
GM
827
GeoWealth Management
Illinois
$1.44M -$54.6K -228 -4%
WAM
828
Winslow Asset Management
Ohio
$1.44M -$366K -1,527 -20%
TF
829
Telligent Fund
Hong Kong
$1.44M +$1.44M +6,000 New
HTC
830
Haverford Trust Company
Pennsylvania
$1.44M – – –
CI
831
Cigna Investments
Connecticut
$1.43M -$13.4K -56 -0.9%
FB
832
Fulton Bank
Pennsylvania
$1.43M +$102K +425 +8%
MG
833
Mather Group
Illinois
$1.43M +$123K +514 +9%
PFP
834
Pinnacle Financial Partners
Tennessee
$1.43M +$94.3K +386 +7%
SAG
835
SageView Advisory Group
California
$1.42M +$105K +440 +8%
AO
836
Advisor OS
Illinois
$1.42M -$165K -690 -10%
UAG
837
United Advisor Group
Ohio
$1.42M +$117K +488 +9%
PCIA
838
Prime Capital Investment Advisors
Kansas
$1.41M +$78.6K +328 +6%
SWP
839
Sagespring Wealth Partners
Tennessee
$1.41M +$1.41M +5,896 New
SAM
840
Summit Asset Management
Tennessee
$1.41M – – –
ADL
841
Asset Dedication LLC
California
$1.41M +$64.5K +269 +5%
TC
842
TAGStone Capital
North Carolina
$1.41M +$479 +2 +0%
VI
843
Versor Investments
New York
$1.41M +$686K +2,865 +95%
PPC
844
Park Place Capital
Alabama
$1.39M +$265K +1,107 +24%
PFS
845
Prospera Financial Services
Texas
$1.38M -$1.2K -5 -0.1%
AIP
846
Ameritas Investment Partners
Nebraska
$1.38M -$53.7K -224 -4%
CPM
847
Connective Portfolio Management
New York
$1.37M +$1.37M +5,720 New
SW
848
SteelPeak Wealth
California
$1.36M -$725K -3,027 -35%
NP
849
Nilsine Partners
Colorado
$1.35M +$13.4K +56 +1%
SIA
850
Schechter Investment Advisors
Michigan
$1.34M -$80.8K -337 -6%
32 33
34
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