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Progressive
PGR

Overview Fund Activity

978 hedge funds and large institutions have $43.9B invested in Progressive in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 377 increasing their positions, 374 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
17.18%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
85
Increased
377
Reduced
374
Closed
89
Calls
$195M
Puts
$121M
Net Calls
+$74.6M
Net Calls Change
+$105M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$408M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.48B
3
Bank of America
Bank of America
North Carolina
$910M
4
Amundi
Amundi
France
$338M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$511M

Top Sellers

1
Invesco
Invesco
Georgia
$387M
2
Capital World Investors
Capital World Investors
California
$797M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$678M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.3B
5
GQG Partners
GQG Partners
Florida
$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
901
Advocacy Wealth Management Services
Georgia
$18K +$5.29K +57 +42%
CFA
902
Carroll Financial Associates
North Carolina
$17K -$5.81K -67 -25%
RIM
903
Rockbridge Investment Management
New York
$16K – – –
JFA
904
JNBA Financial Advisors
Minnesota
$16K – – –
PHK
905
Point72 Hong Kong
Hong Kong
$15K -$2.54M -27,809 -99%
IF
906
Ironwood Financial
Arizona
$15K – – –
JCM
907
Jacobi Capital Management
Pennsylvania
$15K – – –
FPS
908
Fieldpoint Private Securities
Connecticut
$15K +$4.97K +56 +50%
AP
909
Arlington Partners
Alabama
$15K +$15K +164 New
BIA
910
Bell Investment Advisors
California
$15K +$15K +168 New
RFWA
911
RPg Family Wealth Advisory
Massachusetts
$14.4K – – –
CAGAS
912
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
CCM
913
Cribstone Capital Management
Maine
$14K +$538 +6 +4%
RA
914
Resolute Advisors
California
$13K – – –
HR
915
Howe & Rusling
New York
$13K – – –
IRC
916
Investors Research Corp
Georgia
$13K – – –
APC
917
Aspire Private Capital
North Carolina
$13K – – –
EI
918
Ellevest Inc
New York
$13K +$5K +55 +63%
MCM
919
MV Capital Management
Maryland
$13K +$7.05K +77 +118%
MHR
920
Matthew Hamilton Rosenberg
$13K +$13K +140 New
VCM
921
Versant Capital Management
Arizona
$12K -$2.42K -27 -17%
CAL
922
Capital Advisors Ltd
Ohio
$12K – – –
LWA
923
Lenox Wealth Advisors
New York
$12K – – –
PFGIA
924
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$8.33K +93 +227%
WPA
925
West Paces Advisors
Georgia
$11.4K – – –
35 36
37
38 39