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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1101
Manitou Investment Management
Ontario, Canada
$13.9K – – –
HCP
1102
Hexagon Capital Partners
Arkansas
$13.9K +$1.39K +10 +11%
MHR
1103
Matthew Hamilton Rosenberg
$13.5K – – –
SCA
1104
Stonebridge Capital Advisors
Minnesota
$13.4K – – –
CSC
1105
Caldwell Sutter Capital
California
$13K – – –
PP
1106
PFS Partners
New Jersey
$12.3K – – –
CTWM
1107
Cherry Tree Wealth Management
Minnesota
$12.3K +$8.78K +63 +252%
RW
1108
RVW Wealth
California
$12.3K +$12.3K +88 New
GC
1109
Globeflex Capital
California
$11.7K – – –
VNA
1110
Valley National Advisers
Pennsylvania
$11K +$1.41K +10 +15%
HGERS
1111
Householder Group Estate & Retirement Specialist
Arizona
$10.6K +$10.6K +76 New
AP
1112
Atwood & Palmer
Missouri
$10.4K – – –
RCG
1113
Rock Creek Group
District of Columbia
$10.4K +$10.4K +75 New
IFAM
1114
Institutional & Family Asset Management
Colorado
$10.2K +$5.71K +41 +128%
IAS
1115
IMA Advisory Services
Colorado
$9.89K – – –
HT
1116
Headlands Technologies
Illinois
$9.75K +$9.75K +70 New
KFI
1117
Key Financial Inc
Pennsylvania
$9.19K +$3.07K +22 +50%
GWSA
1118
Global Wealth Strategies & Associates
Colorado
$8.78K – – –
DJSG
1119
D.J. St. Germain
Massachusetts
$8.5K – – –
PK
1120
Pflug Koory
Nebraska
$8.36K – – –
PCTC
1121
Perkins Coie Trust Company
Washington
$8.36K +$8.36K +60 New
CYG
1122
Clean Yield Group
Vermont
$8.34K – – –
OSNBOA
1123
Old Second National Bank of Aurora
Illinois
$8.08K – – –
RWPA
1124
Richard W. Paul & Associates
Michigan
$7.8K – – –
TFA
1125
Toth Financial Advisory
Virginia
$7.66K -$1.53K -11 -17%
43 44
45
46 47