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Progressive
PGR

Overview Fund Activity

947 hedge funds and large institutions have $45.6B invested in Progressive in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 332 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+34
Holders Change %
+3.72%
% of All Funds
19.16%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.93%
New
104
Increased
332
Reduced
367
Closed
61
Calls
$145M
Puts
$133M
Net Calls
+$11.8M
Net Calls Change
+$10.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$318M
2
GT
Glenmede Trust
Pennsylvania
$255M
3
Fidelity International
Fidelity International
Bermuda
$245M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$582M
5
ECU
Egerton Capital (UK)
United Kingdom
$243M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$315M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.65B
3
MWA
Marshall Wace Asia
Hong Kong
$97.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$846M
5
Renaissance Technologies
Renaissance Technologies
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
876
Howe & Rusling
New York
$24K – – –
GWM
877
Geneos Wealth Management
Colorado
$23K +$13.5K +150 +143%
FWM
878
Focused Wealth Management
New York
$22K – – –
CDIA
879
Capital Directions Investment Advisors
Georgia
$20K – – –
RIM
880
Rockbridge Investment Management
New York
$20K – – –
NIC
881
Northwest Investment Counselors
Oregon
$20K +$20K +215 New
AWA
882
Arkadios Wealth Advisors
Georgia
$19.5K +$386 +4 +2%
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$19K -$94 -1 -0.5%
SIC
884
Salem Investment Counselors
North Carolina
$19K – – –
EWA
885
Evolution Wealth Advisors
Florida
$19K +$11.3K +120 +148%
HCP
886
Hexagon Capital Partners
Arkansas
$19K +$19K +210 New
SIS
887
Sound Income Strategies
Florida
$18K +$2.49K +27 +16%
VCM
888
Versant Capital Management
Arizona
$17K – – –
IF
889
Ironwood Financial
Arizona
$16K – – –
JCM
890
Jacobi Capital Management
Pennsylvania
$16K – – –
RFWA
891
RPg Family Wealth Advisory
Massachusetts
$15.1K – – –
CAGAS
892
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
CCM
893
Cribstone Capital Management
Maine
$14K – – –
IRC
894
Investors Research Corp
Georgia
$14K – – –
SL
895
Savior LLC
Massachusetts
$14K – – –
AWMS
896
Advocacy Wealth Management Services
Georgia
$13K -$5.88K -62 -31%
CAL
897
Capital Advisors Ltd
Ohio
$13K – – –
BBL
898
Beck Bode LLC
Massachusetts
$13K +$13K +134 New
M
899
Mirova
France
$12K -$36.1K -373 -75%
EI
900
Ellevest Inc
New York
$12K -$831 -9 -6%
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