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Erie Indemnity
ERIE

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Erie Indemnity in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
96
Reduced
75
Closed
26
Calls
$1.76M
Puts
$1M
Net Calls
+$758K
Net Calls Change
+$989K

Top Buyers

1
JWM
Jackson Wealth Management
Florida
+$8.81M
2
Truist Financial
Truist Financial
North Carolina
+$6.33M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.42M
4
RCAG
Rehmann Capital Advisory Group
Michigan
+$5.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.27M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.9M
2
T
TOBAM
France
-$7.26M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$6.18M
4
DnB Asset Management
DnB Asset Management
Norway
-$4.76M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$9K – – –
DA
227
Denali Advisors
California
$5K +$2.12K +11 +73%
PI
228
PEAK6 Investments
Illinois
$5K +$5K +31 New
VCM
229
Versant Capital Management
Arizona
$4K -$174 -1 -4%
MAM
230
McCarthy Asset Management
California
$4K – – –
PWMG
231
Prestige Wealth Management Group
New Jersey
$4K +$4K +25 New
DAC
232
Dividend Assets Capital
South Carolina
$4K +$4K +25 New
KA
233
Kozak & Associates
Colorado
$2K – – –
SC
234
Schubert & Co
Texas
$2K – – –
UB
235
UMB Bank
Missouri
$2K – – –
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.82K +10 +1,000%
LC
237
Lindbrook Capital
California
$2K +$1.67K +10 +500%
CI
238
Cordant Inc
Oregon
$2K +$2K +14 New
ZB
239
Zions Bancorporation
Utah
$1K -$2.75K -11 -73%
MCM
240
Manchester Capital Management
Vermont
$1K -$286 -2 -22%
BWM
241
BerganKDV Wealth Management
Minnesota
$1K – – –
QC
242
Quent Capital
New York
$1K – – –
DI
243
Disciplined Investments
Oklahoma
$1K +$1K +7 New
T
244
TCWP
Ohio
$1K +$1K +8 New
Macquarie Group
245
Macquarie Group
Australia
$509 – – –
DnB Asset Management
246
DnB Asset Management
Norway
– -$4.76M -24,724 Closed
CAMG
247
CWA Asset Management Group
Florida
– -$3.1M -16,105 Closed
Canada Pension Plan Investment Board
248
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.93M -10,000 Closed
AI
249
Atom Investors
Texas
– -$1.84M -9,553 Closed
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
– -$903K -4,687 Closed
7 8 9
10
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