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Erie Indemnity

276 hedge funds and large institutions have $3.36B invested in Erie Indemnity in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 70 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+11
Holders Change %
+4.15%
% of All Funds
4.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
58
Increased
70
Reduced
97
Closed
47
Calls
$3.04M
Puts
$1.47M
Net Calls
+$1.58M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
251
Whittier Trust
California
$10.5K
C
252
Covestor
United Kingdom
$10K
LFG
253
Larson Financial Group
Missouri
$7.56K
NIC
254
Northwest Investment Counselors
Oregon
$6.93K
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.71K +22 +367%
FFA
256
Farther Finance Advisors
California
$5.04K
VCM
257
Versant Capital Management
Arizona
$4.83K
Loomis, Sayles & Company
258
Loomis, Sayles & Company
Massachusetts
$3K
BIA
259
Bell Investment Advisors
California
$2.1K
EWA
260
EverSource Wealth Advisors
Alabama
$2.1K +$2.1K +10 New
KA
261
Kozak & Associates
Colorado
$1.9K
ZB
262
Zions Bancorporation
Utah
$1.89K +$1.05K +5 +125%
SIC
263
SJS Investment Consulting
Ohio
$1.47K
FGAM
264
Financial Gravity Asset Management
Texas
$1.28K -$134 -22 -9%
PWMG
265
Prestige Wealth Management Group
New Jersey
$1.26K -$6.52K -31 -84%
FHA
266
First Horizon Advisors
Tennessee
$1.26K
QC
267
Quent Capital
New York
$1.08K
DI
268
Disciplined Investments
Oklahoma
$1.05K -$420 -2 -29%
UB
269
UMB Bank
Missouri
$840 -$1.26K -6 -60%
LC
270
Lindbrook Capital
California
$630 -$1.47K -7 -70%
MCM
271
Manchester Capital Management
Vermont
$421
BAAM
272
Baker Avenue Asset Management
California
$420 -$420 -2 -50%
EARNEST Partners
273
EARNEST Partners
Georgia
$420
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$420 +$420 +2 New
TWP
275
TFO Wealth Partners
Ohio
$210