We are live on ! Find out more
ERIE icon

Erie Indemnity

214 hedge funds and large institutions have $3.1B invested in Erie Indemnity in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 57

1.45% more ownership

Funds ownership: 34.77%36.22% (+1.5%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% more funds holding

Funds holding: 212214 (+2)

24% less capital invested

Capital invested by funds: $4.08B → $3.1B (-$978M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

94% less call options, than puts

Call options by funds: $390K | Put options by funds: $6.21M

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
57
Closed
37
Calls
$390K
Puts
$6.21M
Net Calls
-$5.82M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
-$635K -2,498 Closed
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
-$379K -1,491 Closed
Wolverine Trading
228
Wolverine Trading
Illinois
-$367K -1,444 Closed
SLAM
229
Swiss Life Asset Management
-$355K -1,395 Closed
AI
230
Atria Investments
North Carolina
-$236K -1,070 Closed
PWAP
231
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$270K -1,060 Closed
BTS
232
BB&T Securities
Virginia
-$264K -1,041 Closed
PAG
233
Private Advisor Group
New Jersey
-$262K -1,030 Closed
URS
234
Utah Retirement Systems
Utah
-$254K -1,000 Closed
EA
235
Emerald Advisers
Pennsylvania
-$244K -960 Closed
CL
236
CSS LLC
Illinois
-$229K -900 Closed
JIC
237
Johnson Investment Counsel
Ohio
-$228K -900 Closed
AWM
238
Altium Wealth Management
New York
-$218K -858 Closed
VFA
239
Voya Financial Advisors
Connecticut
-$205K -820 Closed
Nordea Investment Management
240
Nordea Investment Management
Sweden
-$204K -802 Closed
CAM
241
Cozad Asset Management
Illinois
-$203K -800 Closed
Comerica Bank
242
Comerica Bank
Texas
-$207K -785 Closed
NFG
243
Next Financial Group
Texas
-$172K -676 Closed
HFM
244
Harvest Fund Management
China
-$140K -549 Closed
Twin Tree Management
245
Twin Tree Management
Texas
-$49K -193 Closed
Fidelity Investments
246
Fidelity Investments
Massachusetts
-$30K -119 Closed
Parallax Volatility Advisers
247
Parallax Volatility Advisers
California
-$5K -20 Closed
Simplex Trading
248
Simplex Trading
Illinois
-$4K -19 Closed
NCM
249
Next Capital Management
New York
-$1K -5 Closed