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Erie Indemnity

248 hedge funds and large institutions have $3.67B invested in Erie Indemnity in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $3.16B → $3.67B (+$513M)

4% more funds holding

Funds holding: 238248 (+10)

0.78% more ownership

Funds ownership: 35.64%36.42% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $2.8M

Holders
248
Holders Change
+10
Holders Change %
+4.2%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
81
Reduced
89
Closed
19
Calls
$1.98M
Puts
$2.8M
Net Calls
-$822K
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$11K
LFG
227
Larson Financial Group
Missouri
$8K +$7.58K +36 New
DA
228
Denali Advisors
California
$6K -$842 -4 -13%
SC
229
Schubert & Co
Texas
$6K +$1.9K +9 +47%
VCM
230
Versant Capital Management
Arizona
$5K
Simplex Trading
231
Simplex Trading
Illinois
$4K +$4K +19 New
KA
232
Kozak & Associates
Colorado
$2K
UB
233
UMB Bank
Missouri
$2K
DI
234
Disciplined Investments
Oklahoma
$2K +$211 +1 +14%
FHA
235
First Horizon Advisors
Tennessee
$2K +$2.74K +13 New
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$1K -$421 -2 -29%
BIA
237
Bell Investment Advisors
California
$1K
PWMG
238
Prestige Wealth Management Group
New Jersey
$1K
QC
239
Quent Capital
New York
$1K
SFO
240
Standard Family Office
South Dakota
$1K
ZB
241
Zions Bancorporation
Utah
$1K
SIC
242
SJS Investment Consulting
Ohio
$1K +$1.05K +5 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$615 +$4.63K +22 +0.8%
HF
244
HRT Financial
New York
-$1.76M -9,164 Closed
Rafferty Asset Management
245
Rafferty Asset Management
New York
-$1.53M -7,963 Closed
VI
246
Versor Investments
New York
-$1.18M -6,144 Closed
CANY
247
Caxton Associates (New York)
New York
-$829K -4,314 Closed
ECM
248
ExodusPoint Capital Management
New York
-$695K -3,614 Closed
MFS
249
Mirabella Financial Services
United Kingdom
-$617K -3,212 Closed
AG
250
Algert Global
California
-$382K -1,990 Closed