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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
851
Redwood Investment Management
Arizona
$338K +$338K +2,427 New
BTWM
852
Baker Tilly Wealth Management
Wisconsin
$337K -$626K -4,492 -65%
CAMG
853
CWA Asset Management Group
Florida
$336K +$76.1K +546 +29%
PP
854
PDS Planning
Ohio
$336K +$21.2K +152 +7%
AC
855
Allstate Corporation
Illinois
$335K – – –
OTPPB
856
Ontario Teachers' Pension Plan Board
Ontario, Canada
$334K +$21.3K +153 +7%
BC
857
Bartlett & Co
Ohio
$333K +$66.7K +479 +25%
BCWM
858
Bartlett & Co Wealth Management
Ohio
$333K +$66.7K +479 +25%
SCM
859
Stonehearth Capital Management
Massachusetts
$332K – – –
RDWM
860
Red Door Wealth Management
Tennessee
$331K -$7.24K -52 -2%
CA
861
Cortland Associates
Missouri
$323K – – –
ACM
862
Allred Capital Management
Texas
$322K +$1.11K +8 +0.3%
Verition Fund Management
863
Verition Fund Management
Connecticut
$322K -$48.3K -347 -13%
WA
864
Waddell & Associates
Tennessee
$322K – – –
FHA
865
Flagship Harbor Advisors
Massachusetts
$320K -$11.6K -83 -3%
GA
866
Geller Advisors
New York
$319K +$43.2K +310 +16%
RIA
867
Regal Investment Advisors
Michigan
$316K -$7.24K -52 -2%
RFN
868
RDA Financial Network
Iowa
$313K +$67.7K +486 +28%
PCIA
869
Prime Capital Investment Advisors
Kansas
$313K +$69.8K +501 +29%
MC
870
Moors & Cabot
Massachusetts
$312K +$1.53K +11 +0.5%
TCOV
871
Trust Company of Vermont
Vermont
$311K -$58.9K -423 -16%
SWM
872
Stockman Wealth Management
Montana
$311K – – –
SAM
873
Sycomore Asset Management
France
$310K +$310K +2,166 New
AC
874
ASB Consultores
Florida
$307K -$107K -771 -26%
JWCA
875
J.W. Coons Advisors
Ohio
$306K – – –
33 34
35
36 37