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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 %
HI
976
Hudock Inc
Pennsylvania
$211K – – –
SAM
977
Synergy Asset Management
Washington
$210K – – –
SCM
978
Spring Capital Management
Texas
$210K – – –
BFA
979
Beaumont Financial Advisors
Massachusetts
$210K +$4.9K +37 +2%
CCA
980
Cottonwood Capital Advisors
Utah
$208K -$9.53K -72 -4%
VCM
981
Virtue Capital Management
Tennessee
$208K +$208K +1,584 New
NHT
982
New Hampshire Trust
New Hampshire
$204K +$7.55K +57 +4%
GHAM
983
Gilman Hill Asset Management
Connecticut
$203K – – –
LTI
984
Laffer Tengler Investments
Tennessee
$202K – – –
WP
985
WMS Partners
Maryland
$202K -$15.1K -114 -7%
SMA
986
Sage Mountain Advisors
Georgia
$201K +$9K +68 +5%
PMG
987
ProVise Management Group
Florida
$201K +$201K +1,515 New
LAM
988
L2 Asset Management
Massachusetts
$200K +$200K +1,511 New
FCAG
989
First Capital Advisors Group
New Jersey
$193K -$1.46K -11 -0.8%
KI
990
Kapitalo Investimentos
Brazil
$186K +$186K +1,406 New
BTI
991
Blue Trust Inc
Georgia
$184K -$358K -2,495 -66%
MPWT
992
MassMutual Private Wealth & Trust
Connecticut
$183K +$39.8K +301 +28%
MCI
993
MRP Capital Investments
Georgia
$179K -$16.5K -125 -8%
BFEC
994
Benjamin F. Edwards & Company
Missouri
$178K -$56.7K -428 -24%
CT
995
Clearstead Trust
Maine
$176K – – –
HFM
996
Harvest Fund Management
China
$172K -$291K -2,202 -63%
FPFS
997
First Personal Financial Services
North Carolina
$170K +$2.38K +18 +1%
CG
998
Cutler Group
California
$168K +$168K +1,274 New
AI
999
Ariel Investments
Illinois
$168K -$14.7K -111 -8%
GWS
1000
Glassman Wealth Services
Virginia
$163K -$4.37K -33 -3%
38 39
40
41 42