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Erie Indemnity
ERIE

Overview Fund Activity

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

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$7.76B
2
First Trust Advisors
First Trust Advisors
Illinois
+$64.4M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$14.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.3M
5
BlackRock
BlackRock
New York
+$9.84M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$95.7M
2
Goldman Sachs
Goldman Sachs
New York
-$13.3M
3
UBS AM
UBS AM
Illinois
-$8.55M
4
Morgan Stanley
Morgan Stanley
New York
-$8.03M
5
EP
Edgestream Partners
New Jersey
-$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$1.39K -$1.62K -7 -54%
QC
252
Quent Capital
New York
$1.18K – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +6 New
BAAM
254
Baker Avenue Asset Management
California
$927 – – –
ZB
255
Zions Bancorporation
Utah
$927 – – –
AF
256
Advisornet Financial
Minnesota
$695 -$1.39K -6 -67%
TWA
257
TCI Wealth Advisors
Arizona
$695 – – –
UFF
258
USA Financial Formulas
Michigan
$695 +$695 +3 New
GRP
259
Global Retirement Partners
California
$683 +$683 +3 New
MCM
260
Manchester Capital Management
Vermont
$464 – – –
EARNEST Partners
261
EARNEST Partners
Georgia
$463 – – –
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$405 +$16 +68 +4%
TWP
263
TFO Wealth Partners
Ohio
$232 -$14.4K -62 -98%
FGAM
264
Financial Gravity Asset Management
Texas
$3 – -17 -7%
EP
265
Edgestream Partners
New Jersey
– -$7.96M -32,018 Closed
E
266
Ergoteles
New York
– -$4.95M -19,910 Closed
Jane Street
267
Jane Street
New York
– -$4.58M -18,406 Closed
ECM
268
ExodusPoint Capital Management
New York
– -$3.11M -12,514 Closed
Voloridge Investment Management
269
Voloridge Investment Management
Florida
– -$3.02M -12,153 Closed
CGIM
270
Cannon Global Investment Management
Florida
– -$2.96M -11,880 Closed
CSS
271
Cubist Systematic Strategies
Connecticut
– -$2.38M -9,577 Closed
Balyasny Asset Management
272
Balyasny Asset Management
Illinois
– -$2.03M -8,169 Closed
AIM
273
Achmea Investment Management
Netherlands
– -$1.51M -6,470 Closed
CAMG
274
CWA Asset Management Group
Florida
– -$1.58M -6,365 Closed
SSA
275
Schonfeld Strategic Advisors
New York
– -$1.41M -5,666 Closed
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