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Progressive
PGR

Overview Fund Activity

1,182 hedge funds and large institutions have $71.5B invested in Progressive in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 431 increasing their positions, 454 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
18.92%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.93%
New
126
Increased
431
Reduced
454
Closed
88
Calls
$249M
Puts
$252M
Net Calls
-$3.6M
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
2
DZ Bank
DZ Bank
Germany
$567M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$755M
4
Brown Advisory
Brown Advisory
Maryland
$195M
5
Invesco
Invesco
Georgia
$695M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
$3.4M
2
State Street
State Street
Massachusetts
$3.49B
3
OAG
Orbis Allan Gray
Bermuda
$373M
4
Victory Capital Management
Victory Capital Management
Texas
$577M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
901
Bayesian Capital Management
New York
$305K +$305K +2,129 New
MCM
902
Manchester Capital Management
Vermont
$304K – – –
PI
903
Putnam Investments
Massachusetts
$303K +$9.59K +67 +3%
WW
904
Westshore Wealth
California
$303K +$303K +2,115 New
LWCFA
905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$302K – – –
AA
906
AlphaCentric Advisors
Puerto Rico
$302K -$5.58K -39 -2%
JWCA
907
J.W. Coons Advisors
Ohio
$300K – – –
CM
908
Capula Management
Cayman Islands
$300K +$300K +2,096 New
IF
909
Intrua Financial
Texas
$299K +$72.7K +545 +32%
FNT
910
First National Trust
Pennsylvania
$299K +$45.1K +315 +18%
CP
911
Castleview Partners
Texas
$298K +$2.29K +16 +0.8%
PWMAG
912
Pinnacle Wealth Management Advisory Group
New Jersey
$297K +$11K +77 +4%
IAS
913
Insigneo Advisory Services
Florida
$296K +$9.59K +67 +3%
LA
914
Lifeworks Advisors
Michigan
$296K +$296K +2,068 New
CA
915
Continuum Advisory
Idaho
$294K -$29.3K -205 -9%
FHA
916
Flagship Harbor Advisors
Massachusetts
$290K +$143 +1 +0%
IWC
917
Integrated Wealth Concepts
Massachusetts
$289K +$60.4K +422 +26%
MYLI
918
Meiji Yasuda Life Insurance
Japan
$286K +$286K +1,997 New
JWS
919
Juncture Wealth Strategies
Arizona
$283K -$12.2K -85 -4%
CSS
920
Cubist Systematic Strategies
Connecticut
$282K -$22.6M -158,033 -99%
IA
921
IFP Advisors
Florida
$282K -$1.55M -24,789 -85%
MIC
922
Means Investment Company
Maine
$281K +$143 +1 +0.1%
PCP
923
Proficio Capital Partners
Massachusetts
$277K +$7.44K +52 +3%
CIP
924
Convergence Investment Partners
Florida
$276K -$3.58K -25 -1%
LNWTC
925
Laird Norton Wetherby Trust Company
Washington
$276K – – –
35 36
37
38 39