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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 %
FGAM
1026
Financial Gravity Asset Management
Texas
$3.68K +$3.62K +2,126 +5,746%
LWANC
1027
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
WWM
1028
Wolff Wiese Magana
California
$3K – – –
FMP
1029
Financial Management Professionals
Texas
$3K +$290 +3 +11%
SC
1030
Sierra Capital
Florida
$3K +$3K +26 New
SFG
1031
Steward Financial Group
Texas
$3K +$3K +30 New
TIM
1032
Tevis Investment Management
Texas
$3K +$3K +31 New
SC
1033
Schubert & Co
Texas
$3K +$3K +34 New
CP
1034
Castleview Partners
Texas
$2.69K +$2.69K +276,025 New
SSB
1035
Sandy Spring Bank
Maryland
$2K – – –
First Manhattan
1036
First Manhattan
New York
$2K – – –
AA
1037
Addison Advisors
Vermont
$2K +$2K +16 New
CAC
1038
Core Alternative Capital
Georgia
$2K +$2K +24 New
BWM
1039
BerganKDV Wealth Management
Minnesota
$1K -$5.31K -69 -84%
BAM
1040
Bellevue Asset Management
Washington
$1K – – –
TFGT
1041
TS Financial Group (TSFG)
Illinois
$1K – – –
TFM
1042
TFC Financial Management
Massachusetts
$1K – – –
VRM
1043
Vectors Research Management
New York
$1K +$1K +5 New
CSWM
1044
Cassady Schiller Wealth Management
Ohio
$1K +$1K +11 New
AWA
1045
Aquire Wealth Advisors
Utah
$1K +$1K +14 New
WA
1046
WestEnd Advisors
North Carolina
$718 +$718 +7 New
BIM
1047
Baldwin Investment Management
Pennsylvania
$398 -$154 -1,500 -28%
SFCL
1048
Strengthening Families & Communities LLC
Massachusetts
$6 +$6 +57 New
Arrowstreet Capital
1049
Arrowstreet Capital
Massachusetts
– -$71.1M -786,433 Closed
RPI
1050
Railway Pension Investments
United Kingdom
– -$25.5M -282,643 Closed
40 41
42
43 44