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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
976
Continuum Advisory
Idaho
$327K +$477 +3 +0.1%
LAM
977
Lewis Asset Management
California
$324K +$324K +2,032 New
FM
978
Family Management
New York
$320K +$2.07K +13 +0.7%
FP
979
Factorial Partners
New York
$319K
TCOV
980
Trust Company of Vermont
Vermont
$318K -$37K -232 -10%
PCP
981
Proficio Capital Partners
Massachusetts
$317K +$9.08K +57 +3%
DWM
982
Drive Wealth Management
Utah
$317K +$15.9K +100 +5%
TPI
983
Trust Point Inc
Wisconsin
$316K +$316K +1,987 New
RZH
984
Relyea Zuckerberg Hanson
Connecticut
$316K +$316K +1,986 New
CAG
985
Crestwood Advisors Group
Massachusetts
$315K +$48.7K +306 +18%
KFS
986
Kaizen Financial Strategies
California
$315K +$315K +1,975 New
LWM
987
Lakeridge Wealth Management
Ohio
$311K +$311K +1,951 New
BCA
988
Bay Colony Advisors
Massachusetts
$311K -$8.92K -56 -3%
SCM
989
Stonehearth Capital Management
Massachusetts
$310K -$69.1K -434 -18%
VCM
990
Virtue Capital Management
Tennessee
$309K +$51.7K +318 +20%
AT
991
Arden Trust
Delaware
$309K -$22.3K -140 -7%
GFP
992
Gryphon Financial Partners
Ohio
$307K +$307K +2,045 New
SOW
993
State of Wyoming
Wyoming
$306K +$233K +1,463 +318%
PIM
994
Plato Investment Management
Australia
$305K +$305K +1,918 New
KWM
995
Kolinsky Wealth Management
New Jersey
$305K +$53K +333 +21%
SF
996
Synovus Financial
Georgia
$304K +$1.75K +11 +0.6%
MA
997
MCF Advisors
Kentucky
$302K -$1.59K -10 -0.5%
LAM
998
L2 Asset Management
Massachusetts
$302K -$120K -751 -28%
FDDB
999
Fidelity D&D Bancorp
Pennsylvania
$302K -$5.26K -33 -2%
MCWA
1000
Meadow Creek Wealth Advisors
Georgia
$302K +$302K +1,893 New