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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
$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2B
3
MG
Meritage Group
California
$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.67B
5
Brown Advisory
Brown Advisory
Maryland
$337M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$81.2M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$297K
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$57.6M
4
Artisan Partners
Artisan Partners
Wisconsin
$895M
5
Bank of America
Bank of America
North Carolina
$2.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
1101
Kistler-Tiffany Companies
Pennsylvania
$16.7K +$3.31K +25 +25%
SC
1102
SouthState Corp
Florida
$16.5K – – –
CAS
1103
Coppell Advisory Solutions
Texas
$16.4K +$16.4K +124 New
AWM
1104
Abound Wealth Management
Tennessee
$16.2K +$5.03K +38 +45%
TAIM
1105
TD Ameritrade Investment Management
Nebraska
$16K +$8.13K +63 +103%
TCM
1106
Tradewinds Capital Management
Washington
$15.2K – – –
CPG
1107
Cornerstone Planning Group
New Jersey
$14.8K +$14.8K +112 New
LB
1108
Legacy Bridge
Iowa
$14.7K – – –
WPA
1109
West Paces Advisors
Georgia
$14.2K -$5.3K -40 -27%
CHA
1110
Carmichael Hill & Associates
Maryland
$13.6K -$530 -4 -4%
MFT
1111
Moisand Fitzgerald Tamayo
Florida
$13.4K – – –
MIM
1112
Manitou Investment Management
Ontario, Canada
$13.2K – – –
HI
1113
Harbour Investments
Wisconsin
$13.1K +$794 +6 +6%
MHR
1114
Matthew Hamilton Rosenberg
$12.8K -$14.4K -109 -53%
SCA
1115
Stonebridge Capital Advisors
Minnesota
$12.7K -$8.74K -66 -41%
CSC
1116
Caldwell Sutter Capital
California
$12.3K +$12.3K +93 New
HCP
1117
Hexagon Capital Partners
Arkansas
$11.9K -$10.6K -80 -47%
PP
1118
PFS Partners
New Jersey
$11.6K +$11.6K +88 New
OP
1119
ORG Partners
Indiana
$11.1K +$11.1K +84 New
GC
1120
Globeflex Capital
California
$11.1K – – –
UFF
1121
USA Financial Formulas
Michigan
$10.7K +$10.7K +81 New
LF
1122
Lee Financial
Texas
$10.5K – – –
WP
1123
WealthPLAN Partners
Nebraska
$10.3K – – –
VNA
1124
Valley National Advisers
Pennsylvania
$10K +$1.47K +10 +17%
CA
1125
Crewe Advisors
Utah
$9.93K -$8.21K -62 -45%
43 44
45
46 47