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Progressive
PGR

Overview Fund Activity

1,451 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, 511 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+132
Holders Change %
+10.01%
% of All Funds
21.04%
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
511
Closed
70
Calls
$611M
Puts
$406M
Net Calls
+$206M
Net Calls Change
+$70M

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.7B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.42B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.52B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$627M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
1426
TFC Financial Management
Massachusetts
$5.59K +$621 +3 +13%
CAM
1427
ClariVest Asset Management
California
$4.96K +$3.72K +18 +300%
PIS
1428
POM Investment Strategies
North Carolina
$4.76K – – –
HWP
1429
Highline Wealth Partners
California
$4.76K – – –
RAM
1430
Riggs Asset Management
Pennsylvania
$4.76K +$2.07K +10 +77%
ECM
1431
Everence Capital Management
Indiana
$4.31K +$1.43K +6,930 +50%
FRA
1432
Frank Rimerman Advisors
California
$3.52K – – –
MIM
1433
Macroview Investment Management
Maryland
$3.21K -$9.02K -45 -74%
NL
1434
NVWM LLC
Pennsylvania
$3.1K +$3.1K +15 New
BAM
1435
Bellevue Asset Management
Washington
$2.69K – – –
FSWA
1436
Financial Synergies Wealth Advisors
Texas
$2.28K – – –
GIM
1437
Gold Investment Management
Alberta, Canada
$2.07K +$2.07K +10 New
CMP
1438
Coston McIsaac & Partners
Maine
$2K – – –
SFA
1439
Semmax Financial Advisors
North Carolina
$1.92K – – –
GI
1440
Gradient Investments
Minnesota
$1.86K -$2.69K -13 -59%
FG
1441
Fairman Group
Pennsylvania
$1.86K – – –
IHWM
1442
Iron Horse Wealth Management
Iowa
$1.85K +$1.85K +9 New
FGAM
1443
Financial Gravity Asset Management
Texas
$1.76K +$1.54K +7 +700%
PCTC
1444
Perkins Coie Trust Company
Washington
$1.65K – – –
FIA
1445
FPC Investment Advisory
California
$1.49K +$1.49K +7 New
TWP
1446
TFO Wealth Partners
Ohio
$1.45K -$827 -4 -36%
BHWM
1447
Beaird Harris Wealth Management
Texas
$1.24K – – –
PWA
1448
Provenance Wealth Advisors
Florida
$1.24K – – –
HFS
1449
Horizon Financial Services
North Carolina
$1.24K +$1.24K +6 New
BIM
1450
Breakwater Investment Management
Washington
$621 +$621 +3 New
56 57
58
59 60