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Progressive
PGR

Overview Fund Activity

997 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.11B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.22B
3
LCOV
London Company of Virginia
Virginia
$267M
4
Bank of America
Bank of America
North Carolina
$692M
5
Capital World Investors
Capital World Investors
California
$1.05B

Top Sellers

1
Invesco
Invesco
Georgia
$686M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.7B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$350M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$298M
5
Wells Fargo
Wells Fargo
California
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
951
Endurance Wealth Management
Rhode Island
$12K – – –
CHA
952
Carmichael Hill & Associates
Maryland
$11K -$4.22K -41 -28%
LB
953
Legacy Bridge
Iowa
$11K – – –
FPS
954
Fieldpoint Private Securities
Connecticut
$11K – – –
EBA
955
Eagle Bay Advisors
New York
$11K +$11K +106 New
NC
956
NewSquare Capital
Pennsylvania
$10K – – –
TIM
957
Tortoise Investment Management
New York
$10K – – –
EI
958
Ellevest Inc
New York
$9K -$6.65K -65 -42%
PWMG
959
Prestige Wealth Management Group
New Jersey
$9K -$4.6K -47 -34%
VNA
960
Valley National Advisers
Pennsylvania
$9K – – –
CFD
961
Creative Financial Designs
Indiana
$9K – – –
SGAM
962
Smith Group Asset Management
Texas
$8K -$6.34K -65 -44%
IAS
963
IMA Advisory Services
Colorado
$7K – – –
CCC
964
Crescent Capital Consulting
Louisiana
$7K +$7K +69 New
BFA
965
Brendel Financial Advisors
New Hampshire
$7K +$7K +70 New
MGIM
966
M&G Investment Management
United Kingdom
$6.72K -$2.53K -25,778 -27%
PB
967
Pinnacle Bancorp
Nebraska
$6K – – –
MCM
968
MV Capital Management
Maryland
$6K +$4.62K +50 +333%
IFAM
969
Institutional & Family Asset Management
Colorado
$5K -$18.9K -204 -79%
FCA
970
FinTrust Capital Advisors
South Carolina
$5K -$2.17K -23 -30%
BMD
971
Better Money Decisions
New Mexico
$5K – – –
RFA
972
Reilly Financial Advisors
California
$5K – – –
SFSIG
973
San Francisco Sentry Investment Group
California
$5K – – –
EIP
974
Ellis Investment Partners
Pennsylvania
$5K – – –
First Manhattan
975
First Manhattan
New York
$5K +$3.18K +35 +175%
37 38
39
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