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Progressive
PGR

Overview Fund Activity

1,319 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 418 increasing their positions, 503 reducing their positions, and 63 closing their positions.

Holders
1,319
Holders Change
+155
Holders Change %
+13.32%
% of All Funds
19.34%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
418
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.42B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$934M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$195M
4
Goldman Sachs
4
Goldman Sachs
New York
$725M
5
BlackRock
5
BlackRock
New York
$7.42B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.36B
3
Boston Partners
3
Boston Partners
Massachusetts
$4.25M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$43.2M
5
Bank of America
5
Bank of America
North Carolina
$2.45B
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
1276
Level Financial Advisors
New York
$6.86K 43 – –
SIS
1277
Sound Income Strategies
Florida
$6.85K 43 – –
DF
1278
Dunhill Financial
United Kingdom
$6.8K 43 +43 New
AFS
1279
Annapolis Financial Services
Maryland
$6.69K 42 – –
FPF
1280
First Pacific Financial
Washington
$6.69K 42 +42 New
SIC
1281
SJS Investment Consulting
Ohio
$6.21K 39 +2 +5%
AW
1282
Avion Wealth
Texas
$6K 37 +23 +164%
WIA
1283
Wetzel Investment Advisors
Indiana
$6K 38 +38 New
DPW
1284
DiNuzzo Private Wealth
Pennsylvania
$5.89K 37 +37 New
LFG
1285
Larson Financial Group
Missouri
$5.43K 34 +6 +21%
HI
1286
Hoey Investments
Pennsylvania
$5.1K 32 – –
CCMI
1287
Creative Capital Management Investments
California
$5.1K 32 – –
VWA
1288
Valued Wealth Advisors
Utah
$5.02K 36 +36 New
WWM
1289
Wolff Wiese Magana
California
$4.78K 30 – –
LWANC
1290
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.78K 30 – –
FFA
1291
Frazier Financial Advisors
Ohio
$4.46K 28 +28 New
TFM
1292
TFC Financial Management
Massachusetts
$3.82K 24 – –
BCMLT
1293
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.76K 27 – –
HWP
1294
Highline Wealth Partners
California
$3.66K 23 – –
PIS
1295
POM Investment Strategies
North Carolina
$3.66K 23 +23 New
GI
1296
Gradient Investments
Minnesota
$3.5K 22 – –
RS
1297
Rakuten Securities
Japan
$3.35K 21 +21 New
NSIM
1298
North Star Investment Management
Illinois
$3.19K 20 – –
RAM
1299
Readystate Asset Management
Illinois
$2.87K 18 +18 New
FRA
1300
Frank Rimerman Advisors
California
$2.71K 17 +17 New
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