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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
LSERS
251
Louisiana State Employees Retirement System
Louisiana
$536K -$44.8K -100 -7%
EFS
252
Econ Financial Services
Pennsylvania
$536K
GIA
253
Gateway Investment Advisers
Ohio
$529K +$575K +1,284 New
SAM
254
Securian Asset Management
Minnesota
$527K -$44.8K -100 -7%
KIM
255
Kestra Investment Management
Texas
$522K -$535K -1,195 -49%
FAM
256
Formidable Asset Management
Ohio
$497K -$34K -76 -6%
NMERB
257
New Mexico Educational Retirement Board
New Mexico
$495K
VCM
258
Voleon Capital Management
California
$491K +$533K +1,191 New
PAM
259
Panagora Asset Management
Massachusetts
$487K +$116K +260 +28%
NIM
260
NEOS Investment Management
Connecticut
$456K +$495K +1,105 New
IG
261
ING Group
Netherlands
$455K -$68.9K -154 -12%
Allspring Global Investments
262
Allspring Global Investments
North Carolina
$442K -$20.6K -46 -4%
OAC
263
OMERS Administration Corp
Ontario, Canada
$436K +$79.7K +178 +20%
OTPPB
264
Ontario Teachers' Pension Plan Board
Ontario, Canada
$430K +$14.3K +32 +3%
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$418K +$131K +293 +41%
EI
266
Ethic Inc
New York
$406K +$113K +252 +34%
MSS
267
Mitchell Sinkler & Starr
Pennsylvania
$406K
Thrivent Financial for Lutherans
268
Thrivent Financial for Lutherans
Minnesota
$403K -$448 -1 -0.1%
CB
269
CNB Bank
Pennsylvania
$374K
TMAM
270
Tokio Marine Asset Management
Japan
$373K +$91.8K +205 +29%
JG
271
Jain Global
New York
$370K +$402K +897 New
CM
272
Crestline Management
Texas
$362K +$393K +879 New
AI
273
Atria Investments
North Carolina
$362K -$448 -1 -0.1%
NB
274
Norinchukin Bank
Japan
$359K -$12.1K -27 -3%
JAM
275
Jupiter Asset Management
United Kingdom
$359K +$390K +871 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.