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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 %
RDWM
876
Red Door Wealth Management
Tennessee
$322K +$322K +2,431 New
SIA
877
Strategic Investment Advisors
Michigan
$322K +$322K +2,430 New
GL
878
Graypoint LLC
New York
$321K -$56.4K -426 -15%
AC
879
Allstate Corporation
Illinois
$319K – – –
VFA
880
Valeo Financial Advisors
Indiana
$317K -$144K -1,085 -31%
FFA
881
First Foundation Advisors
California
$317K +$62.5K +472 +25%
FHA
882
Flagship Harbor Advisors
Massachusetts
$315K +$47K +355 +18%
SCM
883
Stonehearth Capital Management
Massachusetts
$315K – – –
CGA
884
Crescent Grove Advisors
Illinois
$309K +$10.7K +81 +4%
RIA
885
Regal Investment Advisors
Michigan
$307K -$66.7K -504 -18%
CA
886
Cortland Associates
Missouri
$307K – – –
WA
887
Waddell & Associates
Tennessee
$306K +$306K +2,309 New
ACM
888
Allred Capital Management
Texas
$305K +$927 +7 +0.3%
FNBOSM
889
First National Bank of South Miami
Florida
$302K -$60.5K -457 -17%
MWM
890
Modera Wealth Management
New Jersey
$301K +$301K +2,274 New
BC
891
Bridgefront Capital
Texas
$300K +$300K +2,264 New
GIA
892
Gateway Investment Advisers
Ohio
$299K -$15K -113 -5%
PP
893
PDS Planning
Ohio
$299K +$9.93K +75 +3%
OTPPB
894
Ontario Teachers' Pension Plan Board
Ontario, Canada
$297K -$422M -3,187,024 -100%
CA
895
Continuum Advisory
Idaho
$297K +$24.6K +186 +9%
HFM
896
Hartford Funds Management
Pennsylvania
$296K +$296K +2,237 New
SWM
897
Stockman Wealth Management
Montana
$295K -$8.34K -63 -3%
CIA
898
Choate Investment Advisors
Massachusetts
$295K +$58.2K +440 +25%
MC
899
Moors & Cabot
Massachusetts
$295K -$52.4K -396 -15%
JWCA
900
J.W. Coons Advisors
Ohio
$291K +$13.2K +100 +5%
34 35
36
37 38