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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 %
RWM
901
Revisor Wealth Management
Ohio
$277K -$125K -900 -31%
Millennium Management
902
Millennium Management
New York
$276K -$56.3M -404,334 -100%
DLA
903
Douglas Lane & Associates
New York
$276K +$279 +2 +0.1%
IFU
904
iSAM Funds (UK)
United Kingdom
$275K +$275K +1,975 New
UW
905
Unique Wealth
Florida
$275K -$279K -2,000 -50%
EWM
906
Empirical Wealth Management
Washington
$273K -$4.88K -35 -2%
PCIG
907
Partners Capital Investment Group
Massachusetts
$272K +$272K +1,952 New
TA
908
TrueWealth Advisors
Alabama
$270K +$270K +1,941 New
PCP
909
Proficio Capital Partners
Massachusetts
$269K +$14.5K +104 +6%
FDDB
910
Fidelity D&D Bancorp
Pennsylvania
$269K +$269K +1,928 New
LNWTC
911
Laird Norton Wetherby Trust Company
Washington
$268K – – –
MA
912
MCF Advisors
Kentucky
$266K +$1.39K +10 +0.5%
SF
913
Synovus Financial
Georgia
$264K -$2.79K -20 -1%
JCM
914
J2 Capital Management
Michigan
$263K -$557 -4 -0.2%
DWM
915
Drive Wealth Management
Utah
$263K +$17.6K +126 +7%
FHA
916
First Horizon Advisors
Tennessee
$263K +$14.2K +102 +6%
AA
917
AlphaCentric Advisors
Puerto Rico
$262K -$10.2K -73 -4%
AAP
918
Arax Advisory Partners
Colorado
$262K -$28K -201 -10%
MWM
919
Modera Wealth Management
New Jersey
$257K -$59.3K -426 -19%
CIP
920
Convergence Investment Partners
Florida
$256K – – –
JWS
921
Juncture Wealth Strategies
Arizona
$256K – – –
BWP
922
Bernardo Wealth Planning
Pennsylvania
$256K +$279 +2 +0.1%
SWM
923
Spire Wealth Management
Virginia
$254K -$2.23K -16 -0.9%
KC
924
Knuff & Co
California
$253K – – –
LWCFA
925
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K -$82.6K -520 -25%
35 36
37
38 39