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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
NJBEST
976
New Jersey Better Educational Savings Trust
New Jersey
$209K +$209K +1,500 New
LAI
977
Legal Advantage Investments
California
$209K +$209K +1,500 New
EWA
978
EP Wealth Advisors
California
$208K -$937K -6,726 -82%
VCM
979
Virtue Capital Management
Tennessee
$208K – – –
NHT
980
New Hampshire Trust
New Hampshire
$207K -$7.66K -55 -4%
FWA
981
FSM Wealth Advisors
Ohio
$206K +$206K +1,479 New
KFA
982
Kapstone Financial Advisors
Ohio
$205K +$205K +1,470 New
LA
983
Legacy Advisors
Pennsylvania
$204K +$204K +1,467 New
OWA
984
Octavia Wealth Advisors
Ohio
$203K +$203K +1,460 New
IF
985
Intrua Financial
Texas
$201K -$63.5K -456 -24%
FSA
986
Franklin Street Advisors
North Carolina
$201K +$201K +1,441 New
RW
987
REDW Wealth
New Mexico
$200K +$200K +1,439 New
PP
988
PDT Partners
New York
$200K +$200K +1,437 New
AI
989
Ariel Investments
Illinois
$197K +$20.8K +149 +12%
FPFS
990
First Personal Financial Services
North Carolina
$179K – – –
SAI
991
Systematic Alpha Investments
New Jersey
$175K +$175K +1,257 New
Jones Financial Companies
992
Jones Financial Companies
Missouri
$174K +$5.85K +42 +3%
GWS
993
Glassman Wealth Services
Virginia
$170K -$1.53K -11 -0.9%
SOS
994
Silver Oak Securities
Tennessee
$167K +$167K +1,197 New
BFEC
995
Benjamin F. Edwards & Company
Missouri
$155K -$31.7K -228 -17%
OP
996
ORG Partners
Indiana
$148K +$137K +982 +1,169%
ANBT
997
American National Bank & Trust
Texas
$140K – – –
AIM
998
Anchor Investment Management
South Carolina
$126K – – –
HCM
999
Hollencrest Capital Management
California
$125K – – –
OLVIG
1000
Oliver Lagore Vanvalin Investment Group
Michigan
$121K -$8.64K -62 -7%
38 39
40
41 42