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Erie Indemnity
ERIE

Overview Fund Activity

237 hedge funds and large institutions have $3.16B invested in Erie Indemnity in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-12
Holders Change %
-4.82%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
28
Increased
77
Reduced
83
Closed
33
Calls
$1.53M
Puts
$4.22M
Net Calls
-$2.69M
Net Calls Change
-$3.44M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$97.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.51M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$462M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$2.16M
3
JWM
3
Jackson Wealth Management
Florida
$0
4
Northern Trust
4
Northern Trust
Illinois
$32.1M
5
APG Asset Management
5
APG Asset Management
Netherlands
$59.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
BerganKDV Wealth Management
Minnesota
$1K – – –
ZB
227
Zions Bancorporation
Utah
$1K – – –
QC
228
Quent Capital
New York
$1K – – –
DI
229
Disciplined Investments
Oklahoma
$1K – – –
CAL
230
Capital Advisors Ltd
Ohio
$1K +$1K +3 New
SFO
231
Standard Family Office
South Dakota
$1K +$1K +3 New
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$1K +$571 +4 +133%
HFS
233
Heritage Financial Services
Massachusetts
$1K +$1K +6 New
BIA
234
Bell Investment Advisors
California
$1K +$1K +6 New
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$525 -$449 -2,328 -46%
Wellington Management Group
236
Wellington Management Group
Massachusetts
– -$22.3M -126,547 Closed
JWM
237
Jackson Wealth Management
Florida
– -$8.81M -50,000 Closed
Two Sigma Investments
238
Two Sigma Investments
New York
– -$4.38M -24,879 Closed
OSIA
239
O'Shares Investment Advisers
Massachusetts
– -$3.35M -19,025 Closed
Schroder Investment Management Group
240
Schroder Investment Management Group
United Kingdom
– -$1.82M -10,150 Closed
T
241
TOBAM
France
– -$1.78M -10,100 Closed
N
242
Natixis
France
– -$1.46M -8,305 Closed
SEI Investments
243
SEI Investments
Pennsylvania
– -$1.23M -6,569 Closed
TI
244
Trexquant Investment
Connecticut
– -$871K -4,944 Closed
EMG
245
ETF Managers Group
New Jersey
– -$572K -3,183 Closed
Squarepoint
246
Squarepoint
New York
– -$538K -3,053 Closed
DA
247
Duality Advisers
Florida
– -$447K -2,539 Closed
OTL
248
Oak Thistle LLC
New York
– -$446K -2,536 Closed
DTL
249
Dynamic Technology Lab
Singapore
– -$407K -2,313 Closed
AC
250
Allstate Corporation
Illinois
– -$346K -1,966 Closed
7 8 9
10
11