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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 %
Renaissance Technologies
876
Renaissance Technologies
New York
$306K -$10.1M -72,800 -97%
DMBA
877
Deseret Mutual Benefit Administrators
Utah
$305K -$40.3K -289 -12%
BTI
878
Blue Trust Inc
Georgia
$304K +$134K +1,015 +79%
EGM
879
Engineers Gate Manager
New York
$303K -$6.37M -45,746 -95%
SC
880
Scotia Capital
Ontario, Canada
$303K -$153K -1,096 -34%
MCM
881
Manchester Capital Management
Vermont
$299K +$2.23K +16 +0.7%
GIA
882
Gateway Investment Advisers
Ohio
$299K -$16K -115 -5%
CP
883
Castleview Partners
Texas
$299K +$18K +129 +6%
NS
884
NBC Securities
Alabama
$298K +$298K +2,143 New
9WM
885
9258 Wealth Management
Ohio
$297K -$73.1K -525 -20%
EH
886
Equitable Holdings
New York
$297K +$22.3K +160 +8%
PI
887
Putnam Investments
Massachusetts
$295K – – –
BP
888
BBR Partners
New York
$294K +$294K +2,111 New
SQA
889
Simon Quick Advisors
New Jersey
$294K +$294K +2,110 New
AT
890
Arden Trust
Delaware
$290K -$152K -1,093 -34%
PWMG
891
Prestige Wealth Management Group
New Jersey
$287K +$207K +1,483 +258%
MWC
892
MBM Wealth Consultants
Missouri
$287K +$21.1K +136 +8%
CA
893
Continuum Advisory
Idaho
$286K -$26.5K -190 -8%
PWM
894
PRW Wealth Management
Massachusetts
$283K – – –
FIM
895
Freedom Investment Management
Connecticut
$281K -$168K -1,203 -37%
BCA
896
Bay Colony Advisors
Massachusetts
$279K +$41.7K +299 +18%
CG
897
Colony Group
Massachusetts
$279K -$15.7K -113 -5%
FP
898
Factorial Partners
New York
$279K – – –
FM
899
Family Management
New York
$278K -$122K -875 -30%
UCB
900
United Community Bank
South Carolina
$277K +$277K +1,990 New
34 35
36
37 38