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Erie Indemnity

370 hedge funds and large institutions have $9.05B invested in Erie Indemnity in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

265% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $10.3M

49% more capital invested

Capital invested by funds: $6.06B → $9.05B (+$2.98B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more funds holding

Funds holding: 310370 (+60)

0.75% more ownership

Funds ownership: 36.23%36.98% (+0.75%)

5% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 124

Holders
370
Holders Change
+60
Holders Change %
+19.35%
% of All Funds
5.31%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
88
Increased
118
Reduced
124
Closed
23
Calls
$37.6M
Puts
$10.3M
Net Calls
+$27.3M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$391K -$5.01K -11 -1%
CI Investments Inc
252
CI Investments Inc
Ontario, Canada
$389K +$25K +55 +8%
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$380K +$5.01K +11 +2%
JIC
254
Johnson Investment Counsel
Ohio
$378K
TMAM
255
Tokio Marine Asset Management
Japan
$378K +$319K +700 New
TW
256
TrinityPoint Wealth
Connecticut
$370K +$910 +2 +0.3%
Bessemer Group
257
Bessemer Group
New Jersey
$366K +$2.28K +5 +0.7%
CG
258
Cynosure Group
Utah
$365K -$173K -379 -36%
Squarepoint
259
Squarepoint
New York
$362K -$842K -1,849 -73%
JWA
260
JFS Wealth Advisors
Pennsylvania
$355K
JSW
261
Journey Strategic Wealth
New Jersey
$353K +$40.1K +88 +16%
FFM
262
Forum Financial Management
Illinois
$349K +$455 +1 +0.2%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$345K -$64.2K -141 -18%
GC
264
Guggenheim Capital
Illinois
$342K -$168K -368 -37%
US Bancorp
265
US Bancorp
Minnesota
$335K +$35.1K +77 +14%
TAM
266
Trust Asset Management
Texas
$328K +$276K +607 New
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$326K -$5.9M -12,965 -96%
GS
268
GTS Securities
New York
$325K +$274K +602 New
BAMF
269
BI Asset Management Fondsmaeglerselskab
Denmark
$322K +$50.1K +110 +23%
MPM
270
MBB Public Markets
Illinois
$317K -$568K -1,247 -68%
CC
271
Centiva Capital
New York
$307K +$259K +568 New
BMSSC
272
B. Metzler seel. Sohn & Co
Germany
$302K
CCIA
273
Campbell & Co Investment Adviser
Maryland
$301K -$1.83M -4,025 -88%
BCI
274
Brinker Capital Investments
Pennsylvania
$295K +$249K +547 New
OPS
275
Orion Portfolio Solutions
Nebraska
$295K +$249K +547 New