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Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
901
Concourse Financial Group Securities
Alabama
$123K -$9.71K -95 -7%
Koshinski Asset Management
902
Koshinski Asset Management
Illinois
$116K +$2.77K +27 +2%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K – – –
CT
904
Clearstead Trust
Maine
$109K – – –
SOW
905
State of Wyoming
Wyoming
$100K -$18.3K -178 -15%
TWC
906
TD Waterhouse Canada
Ontario, Canada
$99K +$99K +857 New
GEA
907
Glen Eagle Advisors
New Jersey
$91.3K – – –
GWS
908
Glassman Wealth Services
Virginia
$90K +$8.42K +82 +10%
CCA
909
Column Capital Advisors
Indiana
$87K -$32.1K -314 -27%
PCG
910
Private Capital Group
Connecticut
$85K +$308 +3 +0.4%
NFG
911
Next Financial Group
Texas
$81K +$53.2K +515 +191%
CSB
912
City State Bank
Iowa
$81K +$81K +793 New
C
913
Covestor
United Kingdom
$76K +$76K +738 New
PMFA
914
Plante Moran Financial Advisors
Michigan
$74K +$4.23K +41 +6%
SC
915
Seldon Capital
California
$73K +$73K +709 New
HFA
916
HC Financial Advisors
California
$68K – – –
JGIA
917
Jackson Grant Investment Advisers
Connecticut
$67K – – –
AFG
918
Albion Financial Group
Utah
$67K +$67K +650 New
MWC
919
MBM Wealth Consultants
Missouri
$66K +$21.8K +213 +49%
SCM
920
Silvant Capital Management
Georgia
$63K – – –
EWA
921
EverSource Wealth Advisors
Alabama
$63K +$63K +609 New
PCH
922
Polar Capital Holdings
United Kingdom
$62.5K – – –
TFP
923
Tilia Fiduciary Partners
North Carolina
$62K +$62K +609 New
FWM
924
Focused Wealth Management
New York
$61K +$414 +4 +0.7%
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$60K -$10.9K -105 -15%
35 36
37
38 39