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Progressive
PGR

Overview Fund Activity

1,182 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
126
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$452M
2
DZ Bank
DZ Bank
Germany
+$383M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$201M
4
Brown Advisory
Brown Advisory
Maryland
+$192M
5
Invesco
Invesco
Georgia
+$112M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$213M
2
State Street
State Street
Massachusetts
-$166M
3
OAG
Orbis Allan Gray
Bermuda
-$130M
4
Victory Capital Management
Victory Capital Management
Texas
-$128M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDDB
851
Fidelity D&D Bancorp
Pennsylvania
$390K +$390K +1,885 New
STCG
852
Speece Thorson Capital Group
Minnesota
$388K – – –
FRM
853
Fox Run Management
Connecticut
$386K +$386K +2,700 New
GSEP
854
Golden State Equity Partners
California
$384K +$384K +2,687 New
FCP
855
Fidelis Capital Partners
Florida
$384K +$384K +2,961 New
WCWM
856
Willow Creek Wealth Management
California
$381K -$50.9K -356 -12%
IWM
857
IHT Wealth Management
Illinois
$381K +$12.3K +86 +3%
AAIS
858
ABN AMRO Investment Solutions
$381K +$381K +2,660 New
9WM
859
9258 Wealth Management
Ohio
$380K -$1.86K -13 -0.5%
LAS
860
LWM Advisory Services
Florida
$380K +$380K +2,658 New
KFP
861
KB Financial Partners
New Jersey
$379K -$1K -7 -0.3%
FWIA
862
Fort Washington Investment Advisors
Ohio
$379K – – –
IAIM
863
International Assets Investment Management
Florida
$377K -$124K -865 -25%
MC
864
Moors & Cabot
Massachusetts
$375K -$42.8K -299 -10%
PWP
865
Phillips Wealth Planners
Mississippi
$373K -$67.8K -499 -15%
LSA
866
Lion Street Advisors
Texas
$372K -$207K -1,445 -36%
CFGS
867
Concourse Financial Group Securities
Alabama
$365K -$62.8K -439 -15%
TFS
868
Thoroughbred Financial Services
Tennessee
$356K – – –
OWM
869
Orgel Wealth Management
Wisconsin
$351K – – –
DMBA
870
Deseret Mutual Benefit Administrators
Utah
$350K -$7.87K -55 -2%
EWM
871
Empirical Wealth Management
Washington
$350K -$12.7K -89 -4%
WP
872
WealthSource Partners
California
$346K -$23.7K -166 -6%
AC
873
Allstate Corporation
Illinois
$344K -$4.28M -29,901 -93%
CS
874
Cannell & Spears
New York
$342K – – –
SCM
875
Stonehearth Capital Management
Massachusetts
$341K -$3.29K -23 -1%
33 34
35
36 37