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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 %
HIA
851
Harbor Investment Advisory
Maryland
$233K – – –
4WM
852
44 Wealth Management
Oregon
$232K +$232K +2,263 New
CGA
853
Crescent Grove Advisors
Illinois
$231K -$411 -4 -0.2%
CIP
854
Convergence Investment Partners
Florida
$229K -$6.79K -66 -3%
FHA
855
Flagship Harbor Advisors
Massachusetts
$229K -$4.01K -39 -2%
WS
856
Wedbush Securities
California
$227K -$17.7K -172 -7%
CCG
857
Cypress Capital Group
Florida
$224K -$165K -1,604 -42%
SSA
858
Schonfeld Strategic Advisors
New York
$224K +$224K +2,176 New
9WM
859
9258 Wealth Management
Ohio
$224K +$224K +2,181 New
Jones Financial Companies
860
Jones Financial Companies
Missouri
$223K -$59.4K -580 -21%
TCOV
861
Trust Company of Vermont
Vermont
$223K +$223K +2,176 New
GSIS
862
Global Strategic Investment Solutions
Arizona
$222K +$222K +2,160 New
WFI
863
West Family Investments
California
$220K +$220K +2,144 New
LA
864
Legacy Advisors
Pennsylvania
$220K +$220K +2,145 New
GAB
865
German American Bancorp
Indiana
$218K -$34.9K -340 -14%
MCM
866
Manchester Capital Management
Vermont
$218K – – –
NF
867
NTB Financial
Colorado
$218K +$218K +2,119 New
PIM
868
Perpetual Investment Management
Australia
$216K -$113K -1,100 -34%
WA
869
Wealth Alliance
New York
$215K +$215K +2,092 New
JWCA
870
J.W. Coons Advisors
Ohio
$215K +$215K +2,100 New
LNWTC
871
Laird Norton Wetherby Trust Company
Washington
$215K +$215K +2,103 New
AAP
872
Arax Advisory Partners
Colorado
$213K +$13.1K +128 +7%
HPWM
873
Highland Private Wealth Management
Washington
$212K +$212K +2,061 New
LWAC
874
Laurel Wealth Advisors (California)
California
$209K +$209K +2,039 New
IC
875
Intersect Capital
California
$208K +$208K +2,024 New
33 34
35
36 37