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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
926
PDS Planning
Ohio
$396K +$12.7K +80 +3%
DLA
927
Douglas Lane & Associates
New York
$395K +$79.6K +500 +25%
BW
928
Bison Wealth
Georgia
$395K -$796 -5 -0.2%
KI
929
Keystone Investors
Singapore
$393K +$393K +2,469 New
APA
930
Astoria Portfolio Advisors
New York
$393K +$393K +2,178 New
GM
931
GeoWealth Management
Illinois
$384K -$942K -5,926 -71%
SIA
932
Strategic Investment Advisors
Michigan
$383K -$5.73K -36 -1%
PI
933
PEAK6 Investments
Illinois
$381K +$133K +836 +54%
RDWM
934
Red Door Wealth Management
Tennessee
$379K +$319 +2 +0.1%
CWM
935
Congress Wealth Management
Massachusetts
$379K +$379K +2,381 New
TIMH
936
Tilt Investment Management Holdings
New York
$379K -$121K -757 -24%
JCM
937
Jacobi Capital Management
Pennsylvania
$375K +$375K +2,356 New
AFG
938
Atomi Financial Group
New York
$374K +$374K +2,348 New
ONB
939
Old National Bancorp
Indiana
$374K -$900K -5,653 -71%
SC
940
Scotia Capital
Ontario, Canada
$374K +$27.4K +172 +8%
BTI
941
Blue Trust Inc
Georgia
$372K +$52.1K +374 +16%
LSA
942
Lion Street Advisors
Texas
$370K -$114K -716 -24%
ET
943
Entropy Technologies
New York
$369K +$369K +2,318 New
CA
944
Cortland Associates
Missouri
$369K
IAIM
945
International Assets Investment Management
Florida
$368K -$111K -695 -23%
WA
946
Waddell & Associates
Tennessee
$368K
EWM
947
Empirical Wealth Management
Washington
$364K +$51.9K +326 +17%
FHA
948
Flagship Harbor Advisors
Massachusetts
$364K -$2.07K -13 -0.6%
I
949
InceptionR
California
$364K +$364K +2,287 New
MCM
950
Manchester Capital Management
Vermont
$363K +$20.7K +130 +6%