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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 %
CWM
1251
C2C Wealth Management
Arizona
– -$227K -1,530 Closed
ICP
1252
Interchange Capital Partners
Pennsylvania
– -$223K -1,525 Closed
SOW
1253
State of Wyoming
Wyoming
– -$217K -1,515 Closed
NJBEST
1254
New Jersey Better Educational Savings Trust
New Jersey
– -$215K -1,500 Closed
LAI
1255
Legal Advantage Investments
California
– -$215K -1,500 Closed
1SB
1256
1ST Source Bank
Indiana
– -$214K -1,494 Closed
LCWP
1257
Legacy Capital Wealth Partners
Arkansas
– -$212K -1,484 Closed
MAG
1258
MRA Advisory Group
New Jersey
– -$212K -1,481 Closed
KFA
1259
Kapstone Financial Advisors
Ohio
– -$203K -1,470 Closed
ACM
1260
Advisors Capital Management
New Jersey
– -$209K -1,464 Closed
RT
1261
Rockland Trust
Massachusetts
– -$209K -1,463 Closed
HIC
1262
Holderness Investments Company
North Carolina
– -$209K -1,460 Closed
SWM
1263
Segment Wealth Management
Texas
– -$207K -1,449 Closed
FOA
1264
Five Oceans Advisors
California
– -$207K -1,449 Closed
CA
1265
Claro Advisors
Massachusetts
– -$206K -1,442 Closed
BWP
1266
BSW Wealth Partners
Colorado
– -$206K -1,441 Closed
SQA
1267
Simon Quick Advisors
New Jersey
– -$206K -1,438 Closed
WA
1268
Wealth Alliance
New York
– -$204K -1,429 Closed
BJL
1269
Brighton Jones LLC
Washington
– -$204K -1,425 Closed
RMDI
1270
R.M. Davis Inc
Maine
– -$204K -1,425 Closed
RW
1271
REDW Wealth
New Mexico
– -$202K -1,415 Closed
MMPW
1272
Mitchell McLeod Pugh & Williams
Alabama
– -$201K -1,408 Closed
SAI
1273
Systematic Alpha Investments
New Jersey
– -$180K -1,257 Closed
TWA
1274
TCI Wealth Advisors
Arizona
– -$117K -818 Closed
MFG
1275
Mendota Financial Group
Wisconsin
– -$75.6K -663 Closed
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