PGR icon

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 %
SW
1076
SteelPeak Wealth
California
– -$790K -8,739 Closed
Parallax Volatility Advisers
1077
Parallax Volatility Advisers
California
– -$450K -4,975 Closed
AP
1078
Advisors Preferred
Maryland
– -$421K -4,631 Closed
MSFS
1079
Main Street Financial Solutions
Pennsylvania
– -$403K -4,457 Closed
IP
1080
Intellectus Partners
California
– -$387K -4,283 Closed
KPW
1081
Kore Private Wealth
New York
– -$342K -3,785 Closed
C
1082
Certuity
Florida
– -$325K -3,600 Closed
DWA
1083
Douglass Winthrop Advisors
New York
– -$278K -3,075 Closed
NIM
1084
NuWave Investment Management
New Jersey
– -$255K -2,823 Closed
WTB
1085
Washington Trust Bank
Washington
– -$251K -2,771 Closed
BRWM
1086
B. Riley Wealth Management
Tennessee
– -$229K -2,533 Closed
Loomis, Sayles & Company
1087
Loomis, Sayles & Company
Massachusetts
– -$227K -2,510 Closed
PP
1088
Pegasus Partners
Wisconsin
– -$221K -2,444 Closed
WC
1089
Weil Company
California
– -$208K -2,306 Closed
MA
1090
MCF Advisors
Kentucky
– -$148K -1,638 Closed
AA
1091
AlphaCentric Advisors
Puerto Rico
– -$126K -1,391 Closed
SAI
1092
Systematic Alpha Investments
New Jersey
– -$119K -1,257 Closed
GRP
1093
Global Retirement Partners
California
– -$95K -1,049 Closed
TC
1094
Tacita Capital
Ontario, Canada
– -$95K -1,048 Closed
HI
1095
Harbour Investments
Wisconsin
– -$61K -680 Closed
WLPWM
1096
Walled Lake Planning & Wealth Management
Illinois
– -$42K -462 Closed
EWA
1097
Evolution Wealth Advisors
Florida
– -$41K -453 Closed
SFP
1098
Sterling Financial Planning
New Jersey
– -$40K -446 Closed
VCM
1099
Vigilant Capital Management
Maine
– -$22K -246 Closed
EBA
1100
Eagle Bay Advisors
New York
– -$22K -228 Closed
41 42 43
44
45