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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
926
Marino Stram & Associates
Massachusetts
$1.01M +$31.4K +131 +3%
AWM
927
Angeles Wealth Management
California
$1M +$36.9K +154 +4%
EH
928
Equitable Holdings
New York
$1M -$47.4K -198 -5%
DFCM
929
Dark Forest Capital Management
Puerto Rico
$998K -$2.88K -12 -0.3%
II
930
Impact Investors
California
$998K +$998K +4,163 New
IC
931
Iconiq Capital
California
$988K +$641K +2,674 +184%
Loomis, Sayles & Company
932
Loomis, Sayles & Company
Massachusetts
$987K +$70.7K +295 +8%
HSA
933
HBK Sorce Advisory
Pennsylvania
$978K -$38.3K -160 -4%
SPA
934
Sherbrooke Park Advisers
New York
$976K +$976K +4,073 New
PDL
935
Portfolio Design Labs
California
$959K +$540K +2,254 +129%
LIM
936
Letson Investment Management
Georgia
$958K – – –
CA
937
Cullinan Associates
Kentucky
$958K – – –
BCM
938
BTC Capital Management
Iowa
$955K +$22K +92 +2%
WAM
939
WealthTrust Asset Management
Florida
$955K -$44.3K -185 -4%
SQA
940
Simon Quick Advisors
New Jersey
$954K +$43.6K +182 +5%
FM
941
Foster & Motley
Ohio
$952K -$105K -437 -10%
UFF
942
USA Financial Formulas
Michigan
$951K -$272K -1,137 -22%
KIM
943
Kestra Investment Management
Texas
$950K +$11.3K +47 +1%
PWPS
944
Pinnacle Wealth Planning Services
Ohio
$945K -$264K -1,102 -22%
LTAS
945
Linden Thomas Advisory Services
North Carolina
$944K +$224K +936 +31%
CG
946
Cynosure Group
Utah
$944K -$286K -1,194 -23%
SAI
947
Savvy Advisors Inc
New York
$941K +$381K +1,589 +68%
AC
948
ASB Consultores
Florida
$940K +$10.3K +43 +1%
PPWP
949
Premier Path Wealth Partners
New Jersey
$936K -$9.35K -39 -1%
MC
950
Moors & Cabot
Massachusetts
$924K +$2.16K +9 +0.2%
36 37
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