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Progressive
PGR

Overview Fund Activity

978 hedge funds and large institutions have $43.9B invested in Progressive in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 377 increasing their positions, 374 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
17.18%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
85
Increased
377
Reduced
374
Closed
89
Calls
$195M
Puts
$121M
Net Calls
+$74.6M
Net Calls Change
+$105M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$408M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.48B
3
Bank of America
Bank of America
North Carolina
$910M
4
Amundi
Amundi
France
$338M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$511M

Top Sellers

1
Invesco
Invesco
Georgia
$387M
2
Capital World Investors
Capital World Investors
California
$797M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$678M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.3B
5
GQG Partners
GQG Partners
Florida
$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
951
Institutional & Family Asset Management
Colorado
$5K – – –
BMD
952
Better Money Decisions
New Mexico
$5K – – –
PA
953
PSI Advisors
Florida
$5K +$5K +55 New
OSNBOA
954
Old Second National Bank of Aurora
Illinois
$5K +$5K +58 New
CYG
955
Clean Yield Group
Vermont
$5K +$5K +58 New
EIP
956
Ellis Investment Partners
Pennsylvania
$4K – – –
TLFA
957
True Link Financial Advisors
California
$4K – – –
AFS
958
Annapolis Financial Services
Maryland
$4K – – –
NL
959
NVWM LLC
Pennsylvania
$4K +$4K +42 New
ODG
960
O'Dell Group
Ohio
$4K +$4K +46 New
MRCM
961
M&R Capital Management
New Jersey
$4K +$4K +50 New
RFA
962
Reilly Financial Advisors
California
$3K -$1.18K -15 -28%
FMP
963
Financial Management Professionals
Texas
$3K – – –
LWANC
964
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
HWMA
965
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
PPWM
966
PFG Private Wealth Management
Florida
$3K +$3K +36 New
AWM
967
Atticus Wealth Management
Florida
$2K -$308 -4 -13%
SSB
968
Sandy Spring Bank
Maryland
$2K – – –
APWA
969
Atlas Private Wealth Advisors
New Jersey
$2K – – –
WWM
970
Wolff Wiese Magana
California
$2K +$1.04K +13 +108%
First Manhattan
971
First Manhattan
New York
$1K -$1.75K -35 -64%
TFGT
972
TS Financial Group (TSFG)
Illinois
$1K – – –
BAM
973
Bellevue Asset Management
Washington
$1K – – –
TFM
974
TFC Financial Management
Massachusetts
$1K – – –
GKWIM
975
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
37 38
39
40 41