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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 %
IF
926
Ironwood Financial
Arizona
$16K – – –
SL
927
Savior LLC
Massachusetts
$15K – – –
CAGAS
928
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
EI
929
Ellevest Inc
New York
$15K +$686 +7 +5%
TAM
930
Tucker Asset Management
Colorado
$14.3K +$14.3K +150 New
CCM
931
Cribstone Capital Management
Maine
$14K – – –
CHA
932
Carmichael Hill & Associates
Maryland
$14K – – –
IRC
933
Investors Research Corp
Georgia
$14K – – –
SGAM
934
Smith Group Asset Management
Texas
$14K +$2.29K +24 +20%
BCWM
935
Bartlett & Co Wealth Management
Ohio
$13.3K – – –
AWMS
936
Advocacy Wealth Management Services
Georgia
$13K -$5.69K -60 -30%
PWMG
937
Prestige Wealth Management Group
New Jersey
$13K -$1.12K -12 -8%
CAL
938
Capital Advisors Ltd
Ohio
$13K – – –
BC
939
Bartlett & Co
Ohio
$13K – – –
WPA
940
West Paces Advisors
Georgia
$12K – – –
EWM
941
Endurance Wealth Management
Rhode Island
$12K – – –
LB
942
Legacy Bridge
Iowa
$11K – – –
FPS
943
Fieldpoint Private Securities
Connecticut
$11K – – –
RA
944
Resolute Advisors
California
$11K +$11K +145 New
NC
945
NewSquare Capital
Pennsylvania
$10K – – –
TIM
946
Tortoise Investment Management
New York
$10K – – –
MGIM
947
M&G Investment Management
United Kingdom
$9.05K -$2.25K -23,479 -20%
CFD
948
Creative Financial Designs
Indiana
$9K – – –
VNA
949
Valley National Advisers
Pennsylvania
$9K +$3.26K +33 +57%
MWP
950
Meridian Wealth Partners
Pennsylvania
$9K +$9K +90 New
36 37
38
39 40