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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 %
NMG
1151
New Millennium Group
Utah
$2.09K – – –
TFGT
1152
TS Financial Group (TSFG)
Illinois
$2K – – –
MTIC
1153
Missouri Trust & Investment Company
Missouri
$1.81K – – –
BAM
1154
Bellevue Asset Management
Washington
$1.81K – – –
FSWA
1155
Financial Synergies Wealth Advisors
Texas
$1.53K – – –
PCM
1156
Perritt Capital Management
Illinois
$1.53K +$1.53K +11 New
SFA
1157
Semmax Financial Advisors
North Carolina
$1.46K +$1.46K +9 New
TWP
1158
TFO Wealth Partners
Ohio
$1.46K +$529 +4 +57%
IHWM
1159
Iron Horse Wealth Management
Iowa
$1.06K +$265 +2 +33%
CMP
1160
Coston McIsaac & Partners
Maine
$1K -$1.73K -19 -63%
AW
1161
Avion Wealth
Texas
$1K -$286 -4 -22%
HBW
1162
Hazlett, Burt & Watson
West Virginia
$1K – – –
CAM
1163
ClariVest Asset Management
California
$1K +$1K +6 New
PWA
1164
Provenance Wealth Advisors
Florida
$975 +$975 +7 New
M
1165
MOTCO
Texas
$836 -$2.23K -16 -73%
FGAM
1166
Financial Gravity Asset Management
Texas
$78 -$14.7K -188 -99%
GQG Partners
1167
GQG Partners
Florida
– -$285M -2,150,069 Closed
TC
1168
TwinBeech Capital
New York
– -$33.2M -250,992 Closed
Marshall Wace
1169
Marshall Wace
United Kingdom
– -$31.6M -238,701 Closed
CHP
1170
Castle Hook Partners
New York
– -$22.5M -169,964 Closed
BCPEMI
1171
Bain Capital Public Equity Management II
Massachusetts
– -$19.4M -146,392 Closed
PFMOSF
1172
Philadelphia Financial Management of San Francisco
California
– -$13M -98,068 Closed
Voloridge Investment Management
1173
Voloridge Investment Management
Florida
– -$11.3M -85,739 Closed
First Trust Advisors
1174
First Trust Advisors
Illinois
– -$11.2M -84,262 Closed
CCMG
1175
Clark Capital Management Group
Pennsylvania
– -$10.6M -79,852 Closed
45 46
47
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