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Erie Indemnity
ERIE

Overview Fund Activity

285 hedge funds and large institutions have $4.03B invested in Erie Indemnity in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 116 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+38
Holders Change %
+15.38%
% of All Funds
4.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
116
Reduced
77
Closed
13
Calls
$10.4M
Puts
$1.24M
Net Calls
+$9.2M
Net Calls Change
+$10M

Top Buyers

1
BlackRock
BlackRock
New York
$521M
2
Morgan Stanley
Morgan Stanley
New York
$42.1M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$19.2M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$609M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$19.9M
2
APG Asset Management
APG Asset Management
Netherlands
$41.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.18M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$22M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
251
Tandem Wealth Advisors
Arizona
$10.7K +$10.7K +43 New
LFG
252
Larson Financial Group
Missouri
$8.95K – – –
NIC
253
Northwest Investment Counselors
Oregon
$8.21K +$8.21K +33 New
SC
254
Schubert & Co
Texas
$7.46K +$497 +2 +7%
DFCM
255
Dark Forest Capital Management
Puerto Rico
$6.22K +$6.22K +25 New
IA
256
IFP Advisors
Florida
$6K -$24.2K -105 -80%
FFA
257
Farther Finance Advisors
California
$5.97K +$5.97K +24 New
VCM
258
Versant Capital Management
Arizona
$5.72K – – –
PWMG
259
Prestige Wealth Management Group
New Jersey
$4.23K +$3.23K +13 +325%
BAMF
260
BI Asset Management Fondsmaeglerselskab
Denmark
$4K +$4K +18 New
FHA
261
First Horizon Advisors
Tennessee
$3.23K – – –
SFG
262
Steward Financial Group
Texas
$3K +$3K +16 New
SIC
263
SJS Investment Consulting
Ohio
$2.99K +$1.74K +7 +140%
DI
264
Disciplined Investments
Oklahoma
$2.24K +$249 +1 +13%
HI
265
Harbour Investments
Wisconsin
$2.24K +$2.24K +9 New
AF
266
Advisornet Financial
Minnesota
$2.24K +$2.24K +9 New
KA
267
Kozak & Associates
Colorado
$2K – – –
UB
268
UMB Bank
Missouri
$2K – – –
TWP
269
TFO Wealth Partners
Ohio
$1.81K +$1.81K +63 New
BIA
270
Bell Investment Advisors
California
$1.49K – – –
FGAM
271
Financial Gravity Asset Management
Texas
$1.41K +$1.41K +249 New
QC
272
Quent Capital
New York
$1.26K – – –
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$1K – – –
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +3 New
DA
275
Denali Advisors
California
$995 -$5.72K -23 -85%
8 9 10
11
12