PGR icon

Progressive
PGR

Overview Fund Activity

1,100 hedge funds and large institutions have $58.7B invested in Progressive in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 387 increasing their positions, 434 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+23
Holders Change %
+2.14%
% of All Funds
19.02%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
1.04%
New
105
Increased
387
Reduced
434
Closed
67
Calls
$177M
Puts
$170M
Net Calls
+$6.78M
Net Calls Change
-$13M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$588M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$404M
3
Bank of America
Bank of America
North Carolina
+$257M
4
Capital International Investors
Capital International Investors
California
+$226M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
MIHAS
Maj Invest Holding A/S
Denmark
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$165M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$151M
5
FMI
Fiduciary Management Inc
Wisconsin
-$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
851
Peoples Bank (Ohio)
Ohio
$304K -$464 -4 -0.2%
EI
852
Ellevest Inc
New York
$304K +$201K +1,728 +194%
CIM
853
Contravisory Investment Management
Massachusetts
$301K +$301K +2,588 New
EC
854
EdgeRock Capital
Colorado
$298K -$379K -3,263 -56%
IWM
855
IHT Wealth Management
Illinois
$297K +$297K +2,554 New
HI
856
Horizon Investments
North Carolina
$289K -$322K -2,769 -53%
TFS
857
Thoroughbred Financial Services
Tennessee
$289K – – –
CCM
858
Chilton Capital Management
Texas
$288K -$39.9K -344 -12%
PCM
859
Prelude Capital Management
New York
$287K -$152K -1,303 -35%
B
860
Barings
North Carolina
$286K -$288K -2,478 -50%
EWM
861
Empirical Wealth Management
Washington
$286K -$931 -8 -0.3%
OWM
862
Orgel Wealth Management
Wisconsin
$285K – – –
NWMG
863
National Wealth Management Group
Ohio
$280K +$280K +2,413 New
CS
864
Cannell & Spears
New York
$278K – – –
APA
865
Astoria Portfolio Advisors
New York
$276K -$54.8K -471 -17%
GL
866
Graypoint LLC
New York
$276K +$276K +2,372 New
LSA
867
Lion Street Advisors
Texas
$275K -$192K -1,665 -41%
ACM
868
Allred Capital Management
Texas
$275K -$116 -1 -0%
Luther King Capital Management (LKCM)
869
Luther King Capital Management (LKCM)
Texas
$275K +$73K +629 +36%
FPAS
870
Focus Partners Advisor Solutions
Missouri
$271K +$271K +2,335 New
CA
871
Cortland Associates
Missouri
$269K – – –
HIA
872
Harbor Investment Advisory
Maryland
$269K – – –
WA
873
Wambolt & Associates
Colorado
$269K +$44.6K +384 +20%
AAP
874
Arax Advisory Partners
Colorado
$267K +$13.8K +119 +5%
ECG
875
Edge Capital Group
Georgia
$267K +$267K +2,300 New
33 34
35
36 37