PGR icon

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 %
GIA
876
Gateway Investment Advisers
Ohio
$340K -$9.3K -65 -3%
APA
877
Astoria Portfolio Advisors
New York
$336K +$28.6K +198 +9%
BAM
878
Belpointe Asset Management
Nevada
$335K -$6.01K -42 -2%
BCMO
879
Buckingham Capital Management (Ohio)
Ohio
$333K -$113K -791 -25%
CA
880
Cortland Associates
Missouri
$332K – – –
NAS
881
Nicolet Advisory Services
Wisconsin
$332K +$332K +2,254 New
BCA
882
Bay Colony Advisors
Massachusetts
$331K +$331K +2,302 New
ACM
883
Allred Capital Management
Texas
$329K -$10.3K -72 -3%
SWM
884
Stockman Wealth Management
Montana
$328K +$9.01K +63 +3%
DWP
885
Destiny Wealth Partners
Florida
$324K -$50.6K -354 -14%
CGA
886
Crescent Grove Advisors
Illinois
$322K – – –
GC
887
Gilbert & Cook
Iowa
$319K +$9.3K +65 +3%
AAP
888
Arax Advisory Partners
Colorado
$319K -$15.7K -110 -5%
AIA
889
Avalon Investment & Advisory
Texas
$316K +$316K +2,212 New
NP
890
NorthRock Partners
Minnesota
$316K -$23.9K -167 -7%
MC
891
Machina Capital
France
$315K -$434K -3,032 -58%
SFS
892
Sowell Financial Services
Arkansas
$314K +$314K +2,193 New
PP
893
PDS Planning
Ohio
$312K +$312K +2,182 New
AI
894
Atom Investors
Texas
$311K +$80.5K +563 +35%
CCM
895
Chilton Capital Management
Texas
$311K -$44.3K -310 -12%
Acadian Asset Management
896
Acadian Asset Management
Massachusetts
$310K -$831K -5,835 -73%
KAM
897
Knightsbridge Asset Management
California
$308K +$143 +1 +0%
HSA
898
HBK Sorce Advisory
Pennsylvania
$307K +$307K +2,145 New
SF
899
Synovus Financial
Georgia
$306K -$137K -955 -31%
CG
900
Colony Group
Massachusetts
$305K -$281K -1,966 -48%
34 35
36
37 38