We are live on ! Find out more
ERIE icon

Erie Indemnity

310 hedge funds and large institutions have $6.06B invested in Erie Indemnity in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $3.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.36% less ownership

Funds ownership: 36.59%36.23% (-0.36%)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 317310 (-7)

10% less capital invested

Capital invested by funds: $6.77B → $6.06B (-$706M)

11% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 118

Holders
310
Holders Change
-7
Holders Change %
-2.21%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
105
Reduced
118
Closed
37
Calls
$24.4M
Puts
$3.04M
Net Calls
+$21.4M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$286K +$299K +788 New
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$286K +$299K +788 New
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$283K +$9.12K +24 +3%
QCM
229
Quantinno Capital Management
New York
$282K +$27.4K +72 +10%
Credit Agricole
230
Credit Agricole
France
$282K +$295K +777 New
WJWM
231
Williams Jones Wealth Management
New York
$279K
PA
232
Parallel Advisors
California
$279K +$3.8K +10 +1%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$267K -$38K -100 -12%
FTWA
234
Fifth Third Wealth Advisors
Ohio
$265K +$278K +732 New
II
235
Inspire Investing
Idaho
$265K -$135K -355 -33%
NB
236
Northwest Bancshares
Pennsylvania
$263K +$275K +725 New
JIC
237
Johnson Investment Counsel
Ohio
$254K
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$251K -$17.1K -45 -6%
PA
239
Profund Advisors
Maryland
$250K -$71.8K -189 -21%
TW
240
TrinityPoint Wealth
Connecticut
$247K +$1.14K +3 +0.4%
AAM
241
Advisors Asset Management
Colorado
$246K -$77.1K -203 -23%
Bessemer Group
242
Bessemer Group
New Jersey
$244K
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$241K -$109K -287 -30%
JWA
244
JFS Wealth Advisors
Pennsylvania
$238K +$226K +594 +928%
SLAM
245
Swiss Life Asset Management
$234K -$82.1K -216 -25%
FFM
246
Forum Financial Management
Illinois
$234K +$380 +1 +0.2%
Teacher Retirement System of Texas
247
Teacher Retirement System of Texas
Texas
$230K -$1.52M -3,988 -86%
IMCOOI
248
Investment Management Corp of Ontario (IMCO)
Canada
$221K +$232K +610 New
Rafferty Asset Management
249
Rafferty Asset Management
New York
$221K +$232K +610 New
VI
250
Versor Investments
New York
$217K +$228K +600 New