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Progressive

1,056 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

13% more capital invested

Capital invested by funds: $44B → $49.6B (+$5.67B)

7% more funds holding

Funds holding: 9831,056 (+73)

0.54% more ownership

Funds ownership: 83.84%84.38% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $228M

Holders
1,056
Holders Change
+73
Holders Change %
+7.43%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
163
Increased
362
Reduced
390
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
PCH
926
Polar Capital Holdings
United Kingdom
$62.5K
TFP
927
Tilia Fiduciary Partners
North Carolina
$62K +$58.1K +609 New
FWM
928
Focused Wealth Management
New York
$61K +$382 +4 +0.7%
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$60K -$10K -105 -15%
TWA
930
TCI Wealth Advisors
Arizona
$58K +$13.4K +140 +33%
MA
931
Montag & Associates
Georgia
$56K
TFS
932
TrustCore Financial Services
Tennessee
$56K
SFM
933
Signet Financial Management
New Jersey
$56K +$52.4K +549 New
NFSG
934
Newbridge Financial Services Group
Florida
$54K +$17.9K +188 +55%
UIA
935
Ulland Investment Advisors
Minnesota
$54K +$50.6K +530 New
ZB
936
Zions Bancorporation
Utah
$53K +$10.7K +112 +27%
WT
937
Washington Trust
Rhode Island
$49K -$573 -6 -1%
BWA
938
BDO Wealth Advisors
Florida
$49K
PP
939
PrairieView Partners
Minnesota
$49K
SQA
940
Simon Quick Advisors
New Jersey
$45K -$35.5K -372 -46%
FRA
941
Front Row Advisors
California
$43K -$12.4K -130 -24%
FFC
942
First Financial Corp
Indiana
$43K
BWM
943
Baystate Wealth Management
Massachusetts
$42K +$573 +6 +1%
CWP
944
Concord Wealth Partners
Virginia
$42K +$32.8K +344 +521%
TFO
945
Tarbox Family Office
California
$38K
AA
946
AlphaMark Advisors
Kentucky
$37K
GAM
947
Gemmer Asset Management
California
$37K
CCM
948
Covington Capital Management
California
$36K
PGAM
949
Princeton Global Asset Management
New Jersey
$36K
EPM
950
Equitec Proprietary Markets
Illinois
$36K +$33.4K +350 New

PGR Hedge Fund Activity: Q4 2021 in Review

1,056 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2021, worth a combined $49.6B — up 13% from $44B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PGR positions and 72 closed out — a net gain of 91 holders — while 362 added to existing stakes and 390 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $421M. The largest seller was Boston Partners, cutting an estimated $220M.

  • 1,056 institutional investors held Progressive (PGR) as of Q4 2021, up from 983 in Q3 2021.
  • Funds reported $49.6B of Progressive stock for Q4 2021, up 13% quarter-over-quarter.
  • 163 funds opened new Progressive positions in Q4 2021 and 72 closed out, a net change of +91 holders.
  • The largest Progressive buyer in Q4 2021 was JP Morgan Chase, an estimated $421M added.
  • The largest Progressive seller in Q4 2021 was Boston Partners, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2021.