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Progressive
PGR

Overview Fund Activity

1,452 hedge funds and large institutions have $103B invested in Progressive in 2024 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 547 increasing their positions, 512 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,452
Holders Change
+132
Holders Change %
+10%
% of All Funds
21.05%
Holding in Top 10
67
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+48.89%
% of All Funds
0.97%
New
213
Increased
547
Reduced
512
Closed
70
Calls
$611M
Puts
$406M
Net Calls
+$206M
Net Calls Change
+$70M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$1.1B
2
Bank of America
Bank of America
North Carolina
$3.55B
3
BlackRock
BlackRock
New York
$9.98B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$564M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.42B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.52B
4
Viking Global Investors
Viking Global Investors
Connecticut
$627M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
OIAM
1326
OFI Invest Asset Management
France
$54.2K +$54.2K +283 New
VC
1327
Vestor Capital
Illinois
$54K -$22.8K -111 -30%
GAA
1328
Global Assets Advisory
Florida
$53K +$53K +11,127 New
HI
1329
Harbour Investments
Wisconsin
$52.1K -$3.72K -18 -7%
FFA
1330
First Foundation Advisors
California
$51.7K +$7.86K +38 +18%
PB
1331
Pinnacle Bancorp
Nebraska
$50.3K – – –
FF
1332
Friedenthal Financial
New Jersey
$49.8K -$878K -4,244 -95%
SIC
1333
Salem Investment Counselors
North Carolina
$49K +$7.65K +37 +19%
FMP
1334
Financial Management Professionals
Texas
$48K +$19.7K +95 +70%
EBA
1335
Eagle Bay Advisors
New York
$47.6K +$15.9K +77 +50%
GKIM
1336
GW&K Investment Management
Massachusetts
$46K +$825 +4 +2%
CTA
1337
Colonial Trust Advisors
South Carolina
$45.3K -$2.9K -14 -6%
SS
1338
Sunbelt Securities
Texas
$44.7K – – –
IFS
1339
Intelligent Financial Strategies
Minnesota
$43.8K +$43.8K +212 New
VNA
1340
Valley National Advisers
Pennsylvania
$43K +$4.46K +22 +12%
NRG
1341
Nemes Rush Group
Michigan
$41.2K +$41.2K +199 New
NCTC
1342
New Covenant Trust Company
Indiana
$41K +$41K +198 New
TWD
1343
True Wealth Design
Ohio
$39.5K – – –
BIA
1344
Bell Investment Advisors
California
$38.9K +$2.69K +13 +7%
SSB
1345
Sandy Spring Bank
Maryland
$38.7K +$8.89K +43 +30%
CH
1346
Canton Hathaway
Rhode Island
$38K – – –
PMFA
1347
Plante Moran Financial Advisors
Michigan
$37.8K -$4.34K -21 -10%
RA
1348
RiverPark Advisors
New York
$37.8K +$37.8K +183 New
DF
1349
DecisionPoint Financial
Arizona
$37.7K +$4.37K +21 +13%
BAM
1350
Byrne Asset Management
New Jersey
$37.2K – – –
52 53
54
55 56