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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
$2.67B
2
Victory Capital Management
Victory Capital Management
Texas
$297M
3
BlackRock
BlackRock
New York
$4.7B
4
AllianceBernstein
AllianceBernstein
Tennessee
$906M
5
CVA
Ceredex Value Advisors
Florida
$202M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$2.36M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
PG
Pendal Group
Australia
$83.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.02B
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
NICM
976
Neo Ivy Capital Management
New York
$18K +$18K +180 New
MCM
977
MV Capital Management
Maryland
$17K +$2.37K +23 +16%
SIC
978
SJS Investment Consulting
Ohio
$17K +$17K +168 New
DWP
979
Destiny Wealth Partners
Florida
$16K -$20K -200 -56%
CCM
980
Cribstone Capital Management
Maine
$16K – – –
LWA
981
Lenox Wealth Advisors
New York
$16K +$1.79K +17 +13%
SC
982
SouthState Corp
Florida
$16K +$3.18K +31 +25%
CHC
983
City Holding Co
West Virginia
$16K +$16K +150 New
IRC
984
Investors Research Corp
Georgia
$15K – – –
APC
985
Aspire Private Capital
North Carolina
$14K -$309 -3 -2%
VCM
986
Versant Capital Management
Arizona
$14K – – –
MHR
987
Matthew Hamilton Rosenberg
$14K – – –
RK
988
Rather & Kittrell
Tennessee
$14K +$14K +140 New
EWM
989
Endurance Wealth Management
Rhode Island
$13K – – –
GC
990
Globeflex Capital
California
$13K +$13K +131 New
PB
991
Pinnacle Bancorp
Nebraska
$12K – – –
FMTCOCP
992
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$12K +115 New
LB
993
Legacy Bridge
Iowa
$11K – – –
CHA
994
Carmichael Hill & Associates
Maryland
$11K – – –
EW
995
Evoke Wealth
California
$11K +$419 +4 +4%
PFGIA
996
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$3.67K -36 -27%
NC
997
NewSquare Capital
Pennsylvania
$10K – – –
SGAM
998
Smith Group Asset Management
Texas
$10K +$825 +8 +9%
ZIG
999
Zullo Investment Group
Pennsylvania
$10K +$10K +102 New
NL
1000
NVWM LLC
Pennsylvania
$9K +$4.45K +41 +98%
38 39
40
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