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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 %
TVAMP
1301
Tennessee Valley Asset Management Partners
Tennessee
$2.58K 16 +16 New
NMG
1302
New Millennium Group
Utah
$2.39K 15 – –
RAM
1303
Riggs Asset Management
Pennsylvania
$2.07K 13 +13 New
BAM
1304
Bellevue Asset Management
Washington
$2.07K 13 – –
PCM
1305
Perritt Capital Management
Illinois
$1.75K 11 – –
TWP
1306
TFO Wealth Partners
Ohio
$1.75K 11 – –
CTB
1307
Country Trust Bank
Illinois
$1.75K 11 +11 New
SFA
1308
Semmax Financial Advisors
North Carolina
$1.65K 9 – –
IPW
1309
Impact Partnership Wealth
Georgia
$1.43K 9 -8 -47%
FG
1310
Fairman Group
Pennsylvania
$1.43K 9 +9 New
FSWA
1311
Financial Synergies Wealth Advisors
Texas
$1.43K 11 – –
PCTC
1312
Perkins Coie Trust Company
Washington
$1.27K 8 -52 -87%
CMP
1313
Coston McIsaac & Partners
Maine
$1K 11 – –
PWA
1314
Provenance Wealth Advisors
Florida
$956 6 -1 -14%
M
1315
MOTCO
Texas
$956 6 – –
BHWM
1316
Beaird Harris Wealth Management
Texas
$956 6 +6 New
CAM
1317
ClariVest Asset Management
California
$950 6 – –
FP
1318
Financial Perspectives
Minnesota
$478 3 +3 New
FGAM
1319
Financial Gravity Asset Management
Texas
$78 1 – –
DWM
1320
Dogwood Wealth Management
Kansas
– – – –
ZIG
1321
Zurich Insurance Group
Switzerland
– – -274,281 Closed
CIP
1322
Cornerstone Investment Partners
Georgia
– – -240,112 Closed
FAM
1323
Fred Alger Management
New York
– – -131,871 Closed
SBH
1324
Segall Bryant & Hamill
Illinois
– – -88,159 Closed
KWILP
1325
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -58,029 Closed
51 52
53
54 55