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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 %
FWA
1051
FSM Wealth Advisors
Ohio
$254K +$18.6K +117 +8%
HI
1052
Hudock Inc
Pennsylvania
$254K
SAM
1053
Synergy Asset Management
Washington
$253K
KI
1054
Kapitalo Investimentos
Brazil
$253K +$253K +1,588 New
CWM
1055
Centric Wealth Management
Illinois
$251K +$251K +1,376 New
LTI
1056
Laffer Tengler Investments
Tennessee
$250K +$6.37K +40 +3%
PWMG
1057
Provence Wealth Management Group
California
$248K +$8.28K +52 +3%
NI
1058
NDVR Inc
Massachusetts
$247K +$247K +1,551 New
OL
1059
OneFund LLC
Florida
$247K +$247K +1,548 New
MAG
1060
MRA Advisory Group
New Jersey
$246K +$159 +1 +0.1%
UCB
1061
United Community Bank
South Carolina
$246K -$71.4K -448 -23%
SFG
1062
SevenBridge Financial Group
Pennsylvania
$244K -$12.9K -81 -5%
MIS
1063
Morningstar Investment Services
Illinois
$244K +$244K +1,538 New
GHAM
1064
Gilman Hill Asset Management
Connecticut
$244K
MIC
1065
Means Investment Company
Maine
$243K -$44.8K -281 -16%
EWA
1066
EP Wealth Advisors
California
$242K +$3.5K +22 +1%
CCM
1067
Chilton Capital Management
Texas
$241K
AI
1068
Ariel Investments
Illinois
$241K +$15.5K +97 +7%
CRWM
1069
Castle Rock Wealth Management
California
$241K +$241K +1,483 New
BFA
1070
Beacon Financial Advisory
Ohio
$240K +$240K +1,508 New
HWA
1071
HCR Wealth Advisors
California
$240K +$240K +1,507 New
NJBEST
1072
New Jersey Better Educational Savings Trust
New Jersey
$239K
CCA
1073
Cottonwood Capital Advisors
Utah
$237K -$32.5K -204 -12%
ATC
1074
Argent Trust Co
Tennessee
$237K -$800K -5,022 -77%
KWM
1075
Kingsview Wealth Management
Oregon
$237K -$11.6K -73 -5%