PGR icon

Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
3
MG
Meritage Group
California
+$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
5
Brown Advisory
Brown Advisory
Maryland
+$156M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$444M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$422M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$287M
4
Artisan Partners
Artisan Partners
Wisconsin
-$257M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
951
Brave Warrior Advisors
New York
$231K – – –
EDRH
952
Edmond de Rothschild Holding
Switzerland
$231K -$19.6K -148 -8%
GAB
953
German American Bancorp
Indiana
$230K +$3.97K +30 +2%
KP
954
Keel Point
Alabama
$228K +$19.1K +144 +9%
LSPW
955
Lake Street Private Wealth
Illinois
$227K +$1.19K +9 +0.5%
MWC
956
MBM Wealth Consultants
Missouri
$226K +$58.1K +440 +35%
BCA
957
Bay Colony Advisors
Massachusetts
$226K -$78.9K -596 -26%
FFN
958
Focus Financial Network
Minnesota
$226K -$4.1K -31 -2%
WW
959
Westshore Wealth
California
$225K -$54.9K -415 -20%
BA
960
Baugh & Associates
Georgia
$225K – – –
Lazard Asset Management
961
Lazard Asset Management
New York
$225K -$786K -5,963 -78%
ACM
962
Aquatic Capital Management
Illinois
$225K +$225K +1,700 New
MGWM
963
Marks Group Wealth Management
Minnesota
$224K +$10.3K +78 +5%
ST
964
Smithfield Trust
Pennsylvania
$223K – – –
PWM
965
PRW Wealth Management
Massachusetts
$223K +$223K +1,826 New
FFP
966
FourThought Financial Partners
Florida
$222K -$9.13K -69 -4%
SFG
967
SevenBridge Financial Group
Pennsylvania
$220K -$11K -83 -5%
RK
968
Rather & Kittrell
Tennessee
$219K – – –
DBT
969
Dubuque Bank & Trust
Iowa
$219K -$265 -2 -0.1%
MCC
970
Money Concepts Capital
Florida
$218K – – –
FWIA
971
Fort Washington Investment Advisors
Ohio
$217K -$133K -1,004 -38%
AC
972
Avestar Capital
New York
$217K -$11.4K -86 -5%
RA
973
Ruggaard & Associates
Ohio
$217K – – –
EWM
974
Endurance Wealth Management
Rhode Island
$212K – – –
AA
975
Alta Advisers
United Kingdom
$212K – – –
37 38
39
40 41