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Progressive
PGR

Overview Fund Activity

987 hedge funds and large institutions have $45.6B invested in Progressive in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+5
Holders Change %
+0.51%
% of All Funds
17.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.62%
New
97
Increased
400
Reduced
369
Closed
84
Calls
$104M
Puts
$145M
Net Calls
-$41.5M
Net Calls Change
+$20.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$796M
2
Capital World Investors
2
Capital World Investors
California
$932M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$516M
4
Bank of America
4
Bank of America
North Carolina
$507M
5
BlackRock
5
BlackRock
New York
$4.36B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.85B
2
GQG Partners
2
GQG Partners
Florida
$85M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$894M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
901
Sound Income Strategies
Florida
$33.8K +$15.2K +159 +82%
PGAM
902
Princeton Global Asset Management
New Jersey
$33K – – –
SLF
903
Sun Life Financial
Ontario, Canada
$33K – – –
NFSG
904
Newbridge Financial Services Group
Florida
$33K +$3.46K +36 +12%
KPCM
905
Kings Point Capital Management
New York
$33K +$33K +350 New
WT
906
Washington Trust
Rhode Island
$30K -$1.6K -17 -5%
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$30K – – –
EWA
908
Evolution Wealth Advisors
Florida
$30K +$10.7K +111 +55%
CWP
909
Concord Wealth Partners
Virginia
$27K +$27K +284 New
AA
910
AlphaMark Advisors
Kentucky
$26K – – –
HCP
911
Hexagon Capital Partners
Arkansas
$26K +$9.51K +102 +58%
IFAM
912
Institutional & Family Asset Management
Colorado
$25K -$2.42K -25 -9%
AIG
913
American International Group
New York
$22.5K +$761 +7,958 +4%
Nisa Investment Advisors
914
Nisa Investment Advisors
Missouri
$22.4K -$3.31K -34,639 -13%
TFIPS
915
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22K – – –
NIC
916
Northwest Investment Counselors
Oregon
$21K +$21K +215 New
VCM
917
Versant Capital Management
Arizona
$20K +$1.93K +20 +11%
EW
918
Evoke Wealth
California
$20K +$8.04K +82 +67%
SIC
919
Salem Investment Counselors
North Carolina
$19K – – –
PMFA
920
Plante Moran Financial Advisors
Michigan
$18K -$3.39K -36 -16%
HPC
921
HM Payson & Co
Maine
$17K -$14.3K -153 -46%
HR
922
Howe & Rusling
New York
$17K -$4.91K -52 -22%
RIM
923
Rockbridge Investment Management
New York
$17K – – –
JFA
924
JNBA Financial Advisors
Minnesota
$17K +$5.83K +60 +52%
JCM
925
Jacobi Capital Management
Pennsylvania
$16K -$847 -9 -5%
35 36
37
38 39