We are live on ! Find out more
PGR icon

Progressive

1,056 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

13% more capital invested

Capital invested by funds: $44B → $49.6B (+$5.67B)

7% more funds holding

Funds holding: 9831,056 (+73)

0.54% more ownership

Funds ownership: 83.84%84.38% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $228M

Holders
1,056
Holders Change
+73
Holders Change %
+7.43%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
163
Increased
362
Reduced
390
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1101
Harbour Investments
Wisconsin
-$61K -680 Closed
WLPWM
1102
Walled Lake Planning & Wealth Management
Illinois
-$42K -462 Closed
EWA
1103
Evolution Wealth Advisors
Florida
-$41K -453 Closed
SFP
1104
Sterling Financial Planning
New Jersey
-$40K -446 Closed
VCM
1105
Vigilant Capital Management
Maine
-$22K -246 Closed
EBA
1106
Eagle Bay Advisors
New York
-$21.8K -228 Closed
DOA
1107
D'Orazio & Associates
Virginia
-$20K -221 Closed
CDIA
1108
Capital Directions Investment Advisors
Georgia
-$19K -211 Closed
JCM
1109
Jacobi Capital Management
Pennsylvania
-$15K -170 Closed
IF
1110
Ironwood Financial
Arizona
-$15K -165 Closed
RFWA
1111
RPg Family Wealth Advisory
Massachusetts
-$14.4K -159 Closed
CAGAS
1112
Capital Advisory Group Advisory Services
Minnesota
-$14K -155 Closed
RA
1113
Resolute Advisors
California
-$13K -145 Closed
BC
1114
Bartlett & Co
Ohio
-$11K -125 Closed
BCWM
1115
Bartlett & Co Wealth Management
Ohio
-$11.3K -125 Closed
KIG
1116
Kowal Investment Group
Wisconsin
-$8K -94 Closed
CFD
1117
Creative Financial Designs
Indiana
-$8K -92 Closed
OSNBOA
1118
Old Second National Bank of Aurora
Illinois
-$5K -58 Closed
LWM
1119
Liberty Wealth Management
California
-$6K -56 Closed
BMD
1120
Better Money Decisions
New Mexico
-$5K -54 Closed
IFAM
1121
Institutional & Family Asset Management
Colorado
-$5K -54 Closed
AWM
1122
Atticus Wealth Management
Florida
-$2K -26 Closed
APWA
1123
Atlas Private Wealth Advisors
New Jersey
-$2K -20 Closed
GKWIM
1124
Gerber Kawasaki Wealth & Investment Management
California
-$1K -1 Closed
RPCONE
1125
Retirement Planning Company of New England
Rhode Island
+$573 +6 New