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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 %
TWD
1026
True Wealth Design
Ohio
$84.9K -$2.65K -20 -3%
LS
1027
Livforsakringsbolaget Skandia
Sweden
$83.1K – – –
EWM
1028
Evermay Wealth Management
Virginia
$82.7K +$11.3K +85 +16%
FCA
1029
FinTrust Capital Advisors
South Carolina
$82.5K – – –
VC
1030
Vestor Capital
Illinois
$81K +$81K +614 New
CSPIA
1031
Cary Street Partners Investment Advisory
Virginia
$80.5K – – –
MIHAS
1032
Maj Invest Holding A/S
Denmark
$79K – – –
BAAM
1033
Baker Avenue Asset Management
California
$78.9K -$689K -5,205 -90%
RTC
1034
Riverview Trust Company
Washington
$77.7K – – –
CFO
1035
CVA Family Office
Colorado
$77K -$15.6K -118 -17%
PWMG
1036
Prestige Wealth Management Group
New Jersey
$76.1K +$1.32K +10 +2%
WTG
1037
West Tower Group
Virginia
$73.5K +$73.5K +555 New
AWM
1038
Atticus Wealth Management
Florida
$71.3K – – –
AIC
1039
Archer Investment Corporation
Indiana
$70.4K -$437K -3,300 -86%
UIA
1040
Ulland Investment Advisors
Minnesota
$70K – – –
MA
1041
Montag & Associates
Georgia
$68.3K – – –
FWM
1042
Focused Wealth Management
New York
$67.6K -$10.6K -80 -14%
TFP
1043
Tilia Fiduciary Partners
North Carolina
$63.9K – – –
AWM
1044
Avior Wealth Management
Nebraska
$63.5K -$8.87K -67 -12%
PP
1045
PrairieView Partners
Minnesota
$63K – – –
FMII
1046
Farmers & Merchants Investments Inc
Nebraska
$61K – – –
VAG
1047
VisionPoint Advisory Group
Texas
$60.5K +$60.5K +457 New
FRA
1048
Front Row Advisors
California
$59K +$5.56K +42 +10%
ZB
1049
Zions Bancorporation
Utah
$58K -$794 -6 -1%
CAC
1050
Core Alternative Capital
Georgia
$55.7K +$265 +2 +0.5%
40 41
42
43 44