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Progressive
PGR

Overview Fund Activity

982 hedge funds and large institutions have $47.4B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 375 increasing their positions, 356 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+35
Holders Change %
+3.7%
% of All Funds
17.42%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
125
Increased
375
Reduced
356
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M

Top Buyers

1
A
AustralianSuper
Australia
$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$817M
3
MIHAS
Maj Invest Holding A/S
Denmark
$404M
4
Fidelity International
Fidelity International
Bermuda
$371M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.36B
2
FAM
Fred Alger Management
New York
$625K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$106M
4
Morgan Stanley
Morgan Stanley
New York
$179M
5
AAMU
Amundi Asset Management US
Massachusetts
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
876
PrairieView Partners
Minnesota
$48K – – –
WLPWM
877
Walled Lake Planning & Wealth Management
Illinois
$45K – – –
TWA
878
TCI Wealth Advisors
Arizona
$44K +$700 +7 +2%
SQA
879
Simon Quick Advisors
New Jersey
$41K -$39.2K -397 -49%
FFC
880
First Financial Corp
Indiana
$41K -$4.84K -49 -11%
D
881
Diversified
Delaware
$41K +$41K +435 New
AWG
882
Altus Wealth Group
Colorado
$40K +$40K +404 New
BWM
883
Baystate Wealth Management
Massachusetts
$39K – – –
ZB
884
Zions Bancorporation
Utah
$38K +$990 +10 +3%
TFO
885
Tarbox Family Office
California
$36K -$2.83K -29 -7%
GAM
886
Gemmer Asset Management
California
$35K – – –
JGIA
887
Jackson Grant Investment Advisers
Connecticut
$35K – – –
PGAM
888
Princeton Global Asset Management
New Jersey
$35K – – –
CCA
889
Childress Capital Advisors
Texas
$35K +$35K +352 New
SLF
890
Sun Life Financial
Ontario, Canada
$34K -$392 -4 -1%
HPC
891
HM Payson & Co
Maine
$33K -$24.4K -248 -43%
WT
892
Washington Trust
Rhode Island
$33K -$99 -1 -0.3%
ME
893
McIlrath & Eck
Washington
$33K – – –
FMII
894
Farmers & Merchants Investments Inc
Nebraska
$31K – – –
NFSG
895
Newbridge Financial Services Group
Florida
$30K – – –
AIM
896
Anchor Investment Management
South Carolina
$29.7K +$29.7K +300 New
IFAM
897
Institutional & Family Asset Management
Colorado
$28K – – –
EP
898
Eudaimonia Partners
Tennessee
$27K -$2.09K -21 -7%
AA
899
AlphaMark Advisors
Kentucky
$27K – – –
HR
900
Howe & Rusling
New York
$23K -$2.18K -22 -9%
34 35
36
37 38