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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
$817M
3
MIHAS
Maj Invest Holding A/S
Denmark
$404M
4
Fidelity International
Fidelity International
Bermuda
$371M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.36B
2
FAM
Fred Alger Management
New York
$625K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$106M
4
Morgan Stanley
Morgan Stanley
New York
$179M
5
AAMU
Amundi Asset Management US
Massachusetts
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
851
Glen Eagle Advisors
New Jersey
$101K -$13K -131 -11%
RWA
852
Ropes Wealth Advisors
Massachusetts
$96K +$593 +6 +0.6%
CAL
853
Capital Analysts LLC
Pennsylvania
$95K – – –
CFGS
854
Concourse Financial Group Securities
Alabama
$85K -$145K -1,458 -63%
BCA
855
Berman Capital Advisors
Georgia
$85K +$12.9K +132 +18%
GWM
856
Geneos Wealth Management
Colorado
$85K +$63.4K +750 +294%
VCG
857
Vantage Consulting Group
Virginia
$83K +$83K +836 New
CCA
858
Column Capital Advisors
Indiana
$82K – – –
GWS
859
Glassman Wealth Services
Virginia
$71K +$3.16K +32 +5%
FHA
860
First Horizon Advisors
Tennessee
$70K -$2.84K -29 -4%
HGWM
861
Harvest Group Wealth Management
Massachusetts
$67K +$16.6K +169 +33%
PWM
862
Perigon Wealth Management
California
$67K +$67K +680 New
FHC
863
First Horizon Corporation
Tennessee
$66K +$16.9K +172 +35%
EFSCE
864
Enterprise Financial Services Corp (EFSC)
Missouri
$64K +$1.18K +12 +2%
IAIM
865
International Assets Investment Management
Florida
$63K +$63K +641 New
MA
866
Montag & Associates
Georgia
$63K +$63K +641 New
CMBA
867
C.M. Bidwell & Associates
Hawaii
$62K -$69.4K -697 -53%
FRA
868
Front Row Advisors
California
$62K -$2.67K -27 -4%
CAAS
869
Capital Asset Advisory Services
Michigan
$62K +$62K +624 New
SCM
870
Silvant Capital Management
Georgia
$61K – – –
AWM
871
Atticus Wealth Management
Florida
$60K – – –
CFA
872
Carroll Financial Associates
North Carolina
$60K +$13.2K +135 +28%
SNT
873
Security National Trust
West Virginia
$59K – – –
LC
874
Lindbrook Capital
California
$55K +$1.57K +16 +3%
MA
875
MCF Advisors
Kentucky
$49K – – –
33 34
35
36 37