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Erie Indemnity

265 hedge funds and large institutions have $11.6B invested in Erie Indemnity in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-20
Holders Change %
-7.02%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
93
Reduced
94
Closed
45
Calls
$5.11M
Puts
$1.23M
Net Calls
+$3.89M
Net Calls Change
-$5.32M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$37.1K
MC
227
Machina Capital
France
$29.4K +$29.4K +127 New
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$20.8K -$463 -2 -2%
AF
229
Allworth Financial
California
$19.9K -$463 -2 -2%
BAMF
230
BI Asset Management Fondsmaeglerselskab
Denmark
$18K +$13.8K +59 +328%
JWA
231
JFS Wealth Advisors
Pennsylvania
$15.3K -$463 -2 -3%
TIM
232
Thompson Investment Management
Wisconsin
$14.8K +$14.8K +64 New
WT
233
Whittier Trust
California
$11.6K
BAM
234
Belpointe Asset Management
Nevada
$10.7K -$1.16K -5 -10%
C
235
Covestor
United Kingdom
$10K -$889 -4 -8%
PWMG
236
Prestige Wealth Management Group
New Jersey
$8.57K +$4.63K +20 +118%
LFG
237
Larson Financial Group
Missouri
$8.34K
NIC
238
Northwest Investment Counselors
Oregon
$7.65K
SFG
239
Steward Financial Group
Texas
$7K +$3.5K +16 +100%
DGAM
240
Desjardins Global Asset Management
Quebec, Canada
$7K +$7K +29 New
SC
241
Schubert & Co
Texas
$6.26K -$695 -3 -10%
FFA
242
Farther Finance Advisors
California
$5.56K
VCM
243
Versant Capital Management
Arizona
$5.32K
Loomis, Sayles & Company
244
Loomis, Sayles & Company
Massachusetts
$3K +$3K +15 New
UB
245
UMB Bank
Missouri
$2.32K
BIA
246
Bell Investment Advisors
California
$2.32K +$927 +4 +67%
LC
247
Lindbrook Capital
California
$2.32K +$1.39K +6 +150%
KA
248
Kozak & Associates
Colorado
$2.09K
SIC
249
SJS Investment Consulting
Ohio
$1.62K -$1.16K -5 -42%
DI
250
Disciplined Investments
Oklahoma
$1.62K -$463 -2 -22%