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Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
3
MG
Meritage Group
California
+$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
5
Brown Advisory
Brown Advisory
Maryland
+$156M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$444M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$422M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$287M
4
Artisan Partners
Artisan Partners
Wisconsin
-$257M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
926
Bartlett & Co Wealth Management
Ohio
$253K +$236K +1,786 +1,429%
IF
927
Intrua Financial
Texas
$251K -$45.5K -344 -15%
MA
928
MCF Advisors
Kentucky
$251K – – –
JCM
929
J2 Capital Management
Michigan
$251K +$9K +68 +4%
TPM
930
Triasima Portfolio Management
Quebec, Canada
$247K -$240K -1,371 -49%
CAMG
931
CWA Asset Management Group
Florida
$247K +$22.2K +168 +10%
E
932
Ergoteles
New York
$246K +$246K +1,858 New
CWM
933
Curi Wealth Management
North Carolina
$245K -$132 -1 -0.1%
JWS
934
Juncture Wealth Strategies
Arizona
$243K -$18.5K -140 -7%
SWM
935
Spire Wealth Management
Virginia
$243K -$7.07M -53,433 -97%
CIP
936
Convergence Investment Partners
Florida
$243K -$12K -91 -5%
BWP
937
Bernardo Wealth Planning
Pennsylvania
$243K +$265 +2 +0.1%
PCP
938
Proficio Capital Partners
Massachusetts
$242K -$14.4K -109 -6%
First Manhattan
939
First Manhattan
New York
$241K – – –
KC
940
Knuff & Co
California
$240K – – –
T
941
TCWP
Ohio
$240K -$125K -945 -34%
HIA
942
Harbor Investment Advisory
Maryland
$239K -$3.18K -24 -1%
FHA
943
First Horizon Advisors
Tennessee
$237K +$9.01K +68 +4%
CS
944
Comerica Securities
Michigan
$235K +$47.5K +359 +25%
PA
945
Procyon Advisors
Connecticut
$235K +$235K +1,774 New
PWMAG
946
Pinnacle Wealth Management Advisory Group
New Jersey
$235K -$40.5K -306 -15%
DWM
947
Drive Wealth Management
Utah
$234K +$24.6K +186 +12%
RFN
948
RDA Financial Network
Iowa
$234K -$397 -3 -0.2%
EL
949
EMFO LLC
Florida
$232K – – –
PCIA
950
Prime Capital Investment Advisors
Kansas
$231K +$231K +1,746 New
36 37
38
39 40