PGR icon

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 %
AP
1126
Atwood & Palmer
Missouri
$9.93K – – –
IAS
1127
IMA Advisory Services
Colorado
$9.4K – – –
CSS
1128
Cubist Systematic Strategies
Connecticut
$9.13K -$252K -1,904 -97%
TFA
1129
Toth Financial Advisory
Virginia
$8.74K -$2.52K -19 -22%
GWSA
1130
Global Wealth Strategies & Associates
Colorado
$8.34K – – –
DJSG
1131
D.J. St. Germain
Massachusetts
$8.08K +$8.08K +61 New
PK
1132
Pflug Koory
Nebraska
$7.94K – – –
OSNBOA
1133
Old Second National Bank of Aurora
Illinois
$7.68K – – –
CYG
1134
Clean Yield Group
Vermont
$7.68K – – –
RWPA
1135
Richard W. Paul & Associates
Michigan
$7.41K – – –
SIC
1136
SJS Investment Consulting
Ohio
$6.88K -$397 -3 -5%
MRCM
1137
M&R Capital Management
New Jersey
$6.62K – – –
CWC
1138
Carolinas Wealth Consulting
North Carolina
$6.28K -$3.07K -23 -33%
GJIA
1139
Glass Jacobson Investment Advisors
Maryland
$6.22K +$6.22K +47 New
DI
1140
Disciplined Investments
Oklahoma
$5.82K -$529 -4 -8%
KFI
1141
Key Financial Inc
Pennsylvania
$5.82K +$5.82K +44 New
SIS
1142
Sound Income Strategies
Florida
$5.69K -$2.91K -22 -34%
LFA
1143
Level Financial Advisors
New York
$5.69K +$5.69K +43 New
AFS
1144
Annapolis Financial Services
Maryland
$5.56K – – –
SVCP
1145
Silicon Valley Capital Partners
California
$5.3K +$5.3K +40 New
GI
1146
Gradient Investments
Minnesota
$4.63K +$4.63K +35 New
HI
1147
Hoey Investments
Pennsylvania
$4.24K – – –
CCMI
1148
Creative Capital Management Investments
California
$4.24K – – –
IFAM
1149
Institutional & Family Asset Management
Colorado
$4.24K +$2.52K +19 +146%
CMP
1150
Coston McIsaac & Partners
Maine
$4K – – –
44 45
46
47 48