PGR icon

Progressive
PGR

Overview Fund Activity

1,050 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 361 increasing their positions, 388 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+72
Holders Change %
+7.36%
% of All Funds
16.22%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
162
Increased
361
Reduced
388
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452M
2
Victory Capital Management
Victory Capital Management
Texas
+$240M
3
BlackRock
BlackRock
New York
+$143M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$124M
5
CVA
Ceredex Value Advisors
Florida
+$105M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$237M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
PG
Pendal Group
Australia
-$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$82.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
951
Oakworth Capital
Alabama
$31K – – –
CAL
952
Capital Advisors Ltd
Ohio
$31K +$16.7K +161 +118%
WTA
953
Washington Trust Advisors
Massachusetts
$31K +$31K +300 New
BAM
954
Byrne Asset Management
New Jersey
$31K +$31K +300 New
QC
955
Quent Capital
New York
$31K +$31K +300 New
CA
956
Cornerstone Advisory
Maryland
$30K +$30K +290 New
FAG
957
Fortitude Advisory Group
Washington
$29K +$29K +277 New
HR
958
Howe & Rusling
New York
$28K +$12.9K +127 +85%
TC
959
TAP Consulting
Missouri
$28K +$28K +274 New
HCP
960
Hexagon Capital Partners
Arkansas
$27K – – –
RA
961
Rational Advisors
New York
$26K +$14.8K +142 +133%
CFA
962
Carroll Financial Associates
North Carolina
$24K +$4.48K +45 +23%
FPS
963
Fieldpoint Private Securities
Connecticut
$24K +$6.29K +60 +36%
CWS
964
Confluence Wealth Services
Pennsylvania
$24K +$24K +236 New
JFA
965
JNBA Financial Advisors
Minnesota
$23K +$5.35K +53 +30%
BIA
966
Bell Investment Advisors
California
$22K +$5.05K +50 +30%
AP
967
Arlington Partners
Alabama
$22K +$5.45K +54 +33%
SIC
968
Salem Investment Counselors
North Carolina
$21K – – –
SIS
969
Sound Income Strategies
Florida
$21K – – –
MWM
970
Mascoma Wealth Management
New Hampshire
$21K +$20.9K +199 +19,900%
TCWM
971
Total Clarity Wealth Management
Illinois
$21K +$21K +200 New
AWMS
972
Advocacy Wealth Management Services
Georgia
$20K – – –
HPC
973
HM Payson & Co
Maine
$19K -$36.2K -347 -66%
RIM
974
Rockbridge Investment Management
New York
$18K – – –
FCA
975
FinTrust Capital Advisors
South Carolina
$18K +$11.3K +110 +167%
37 38
39
40 41