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Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
3
MG
Meritage Group
California
+$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
5
Brown Advisory
Brown Advisory
Maryland
+$156M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$444M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$422M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$287M
4
Artisan Partners
Artisan Partners
Wisconsin
-$257M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFI
851
West Family Investments
California
$366K -$18.1K -137 -5%
MM
852
MQS Management
New York
$366K +$366K +2,763 New
PCS
853
Personal CFO Solutions
New Jersey
$364K -$7.81K -59 -2%
CFGS
854
Concourse Financial Group Securities
Alabama
$363K +$25.7K +194 +8%
TSWM
855
Tyler-Stone Wealth Management
Ohio
$363K +$363K +2,743 New
Wolverine Trading
856
Wolverine Trading
Illinois
$362K +$362K +2,744 New
SYBT
857
Stock Yards Bank & Trust
Kentucky
$362K -$26.5K -200 -7%
LNC
858
Lincoln National Corp
Pennsylvania
$355K +$125K +944 +54%
AR
859
Advisory Research
Illinois
$354K +$354K +2,672 New
WCWM
860
Willow Creek Wealth Management
California
$354K +$1.06K +8 +0.3%
AAIS
861
ABN AMRO Investment Solutions
$352K – – –
9WM
862
9258 Wealth Management
Ohio
$352K – – –
Verition Fund Management
863
Verition Fund Management
Connecticut
$352K -$183K -1,381 -34%
LAS
864
LWM Advisory Services
Florida
$352K – – –
TCOV
865
Trust Company of Vermont
Vermont
$351K -$26.3K -199 -7%
IAS
866
Insigneo Advisory Services
Florida
$350K +$75.6K +571 +28%
1WA
867
180 Wealth Advisors
Washington
$349K -$133K -1,005 -28%
AIA
868
Angeles Investment Advisors
California
$348K -$163K -1,232 -32%
BW
869
Bison Wealth
Georgia
$346K +$346K +2,611 New
SM
870
Sciencast Management
New Jersey
$339K +$339K +2,589 New
STCG
871
Speece Thorson Capital Group
Minnesota
$332K -$26.5K -200 -7%
TFS
872
Thoroughbred Financial Services
Tennessee
$329K – – –
DMBA
873
Deseret Mutual Benefit Administrators
Utah
$329K +$4.24K +32 +1%
OWM
874
Orgel Wealth Management
Wisconsin
$325K – – –
GC
875
Gilbert & Cook
Iowa
$325K +$29.1K +220 +10%
33 34
35
36 37