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Erie Indemnity

398 hedge funds and large institutions have $7.12B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $15M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 119

8% more funds holding

Funds holding: 370398 (+28)

0.43% more ownership

Funds ownership: 36.98%37.41% (+0.43%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $9.05B → $7.12B (-$1.92B)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
147
Reduced
119
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
226
Kentucky Retirement Systems
Kentucky
$707K -$10.7K -24 -1%
MGP
227
Metis Global Partners
California
$706K +$25.1K +56 +3%
SSCM
228
Sovereign's Capital Management
Georgia
$705K +$765K +1,710 New
AC
229
AXQ Capital
New Jersey
$689K +$748K +1,671 New
Raymond James Financial
230
Raymond James Financial
Florida
$671K +$729K +1,628 New
YIH
231
Y-Intercept (HK)
Hong Kong
$664K +$721K +1,611 New
Point72 Asset Management
232
Point72 Asset Management
Connecticut
$660K +$716K +1,600 New
SCM
233
Stevens Capital Management
Pennsylvania
$653K +$709K +1,583 New
CRI
234
Colonial River Investments
Virginia
$646K +$44.3K +99 +7%
AWM
235
Axxcess Wealth Management
California
$643K +$42.5K +95 +6%
SFI
236
Siemens Fonds Invest
Germany
$643K +$86.4K +193 +14%
HIMCH
237
Hartford Investment Management Co (HIMCO)
Connecticut
$640K -$13.4K -30 -2%
Wolverine Trading
238
Wolverine Trading
Illinois
$615K +$669K +1,494 New
CS
239
Candriam SCA
Luxembourg
$614K +$667K +1,489 New
AL
240
ADE LLC
Maryland
$613K
HighTower Advisors
241
HighTower Advisors
Illinois
$597K -$81K -181 -11%
Cerity Partners
242
Cerity Partners
New York
$590K +$147K +328 +31%
Neuberger Berman Group
243
Neuberger Berman Group
New York
$585K +$895 +2 +0.1%
BP
244
Ballentine Partners
Massachusetts
$583K -$1.79K -4 -0.3%
TRCT
245
Tower Research Capital (TRC)
New York
$578K -$9.4K -21 -1%
Macquarie Group
246
Macquarie Group
Australia
$564K +$880K +1,967 +155%
Mariner
247
Mariner
Kansas
$560K +$15.2K +34 +3%
EFG
248
Ethos Financial Group
Pennsylvania
$554K +$602K +1,344 New
State Board of Administration of Florida Retirement System
249
State Board of Administration of Florida Retirement System
Florida
$553K +$76.1K +170 +15%
JFG
250
Jefferies Financial Group
New York
$550K +$598K +1,335 New

ERIE Hedge Fund Activity: Q4 2024 in Review

398 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2024, worth a combined $7.12B — down 21% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 47 closed out — a net gain of 35 holders — while 147 added to existing stakes and 119 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was BlackRock, cutting an estimated $76.1M.

  • 398 institutional investors held Erie Indemnity (ERIE) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $7.12B of Erie Indemnity stock for Q4 2024, down 21% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q4 2024 and 47 closed out, a net change of +35 holders.
  • The largest Erie Indemnity buyer in Q4 2024 was Invesco, an estimated $91.3M added.
  • The largest Erie Indemnity seller in Q4 2024 was BlackRock, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2024.