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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 %
RIM
851
Rockbridge Investment Management
New York
$17K +$17K +211 New
AWA
852
Arkadios Wealth Advisors
Georgia
$16.7K +$9.89K +117 +144%
AWMS
853
Advocacy Wealth Management Services
Georgia
$16K -$6.83K -85 -30%
SIC
854
Salem Investment Counselors
North Carolina
$16K – – –
EWM
855
Edge Wealth Management
New York
$16K – – –
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$16K +$6.15K +78 +62%
VCM
857
Versant Capital Management
Arizona
$14K -$75 -1 -0.5%
JCM
858
Jacobi Capital Management
Pennsylvania
$14K – – –
PA
859
Procyon Advisors
Connecticut
$14K +$318 +4 +2%
IF
860
Ironwood Financial
Arizona
$13K – – –
SIS
861
Sound Income Strategies
Florida
$13K +$13K +168 New
RFWA
862
RPg Family Wealth Advisory
Massachusetts
$12.7K – – –
CCM
863
Cribstone Capital Management
Maine
$12K – – –
IRC
864
Investors Research Corp
Georgia
$12K – – –
SL
865
Savior LLC
Massachusetts
$12K – – –
CAGAS
866
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
CAL
867
Capital Advisors Ltd
Ohio
$11K – – –
EI
868
Ellevest Inc
New York
$11K +$9.89K +125 +893%
WPA
869
West Paces Advisors
Georgia
$10.1K – – –
CHA
870
Carmichael Hill & Associates
Maryland
$10K -$1.03K -13 -9%
EW
871
Evoke Wealth
California
$10K -$902 -11 -8%
MWC
872
MBM Wealth Consultants
Missouri
$10K – – –
EWM
873
Endurance Wealth Management
Rhode Island
$10K – – –
SGAM
874
Smith Group Asset Management
Texas
$10K +$3.13K +40 +45%
HWM
875
HighMark Wealth Management
Minnesota
$9K -$7.76K -94 -46%
33 34
35
36 37