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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
$4.29B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3B
3
Franklin Resources
Franklin Resources
California
$271M
4
Capital International Investors
Capital International Investors
California
$605M
5
BlackRock
BlackRock
New York
$6.34B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
2
GQG Partners
GQG Partners
Florida
$0
3
State Street
State Street
Massachusetts
$3.33B
4
Victory Capital Management
Victory Capital Management
Texas
$389M
5
Bank of America
Bank of America
North Carolina
$2.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
1126
Carolinas Wealth Consulting
North Carolina
$7.51K – – –
MRCM
1127
M&R Capital Management
New Jersey
$6.97K – – –
GJIA
1128
Glass Jacobson Investment Advisors
Maryland
$6.55K – – –
MWM
1129
Mascoma Wealth Management
New Hampshire
$6.55K +$6.55K +47 New
LFA
1130
Level Financial Advisors
New York
$5.99K – – –
SIS
1131
Sound Income Strategies
Florida
$5.99K – – –
AFS
1132
Annapolis Financial Services
Maryland
$5.85K – – –
SVCP
1133
Silicon Valley Capital Partners
California
$5.58K – – –
SIC
1134
SJS Investment Consulting
Ohio
$5.16K -$2.09K -15 -29%
MIM
1135
Macroview Investment Management
Maryland
$4.66K +$4.66K +33 New
HI
1136
Hoey Investments
Pennsylvania
$4.46K – – –
CCMI
1137
Creative Capital Management Investments
California
$4.46K – – –
LWANC
1138
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.18K – – –
WWM
1139
Wolff Wiese Magana
California
$4.18K – – –
LFG
1140
Larson Financial Group
Missouri
$3.91K – – –
BCMLT
1141
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.57K – – –
TFM
1142
TFC Financial Management
Massachusetts
$3.34K – – –
HWP
1143
Highline Wealth Partners
California
$3.2K – – –
GI
1144
Gradient Investments
Minnesota
$3.07K -$1.81K -13 -37%
BG
1145
Bollard Group
Massachusetts
$3K – – –
NSIM
1146
North Star Investment Management
Illinois
$2.79K – – –
AFG
1147
Albion Financial Group
Utah
$2.79K +$2.79K +20 New
ECM
1148
Everence Capital Management
Indiana
$2.69K -$474 -3,400 -15%
IPW
1149
Impact Partnership Wealth
Georgia
$2.37K +$1.11K +8 +89%
CWP
1150
Concord Wealth Partners
Virginia
$2.09K – – –
44 45
46
47 48