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Erie Indemnity

299 hedge funds and large institutions have $4.97B invested in Erie Indemnity in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+23
Holders Change %
+8.33%
% of All Funds
4.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
71
Increased
79
Reduced
112
Closed
47
Calls
$29.3M
Puts
$29.1M
Net Calls
+$235K
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$11K +$2.44K +8 +29%
LFG
277
Larson Financial Group
Missouri
$10.6K
PWMG
278
Prestige Wealth Management Group
New Jersey
$9.99K +$8.23K +28 +467%
NIC
279
Northwest Investment Counselors
Oregon
$9.7K
LFA
280
LGT Financial Advisors
Texas
$8.81K +$8.81K +30 New
FFA
281
Farther Finance Advisors
California
$7.05K
VCM
282
Versant Capital Management
Arizona
$6.76K
SFG
283
Steward Financial Group
Texas
$6K +$6K +22 New
BCIM
284
Bishop & Co Investment Management
Pennsylvania
$5.43K -$6.94M -1,458,309 Closed
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$2.94K +$2.94K +10 New
SIC
286
SJS Investment Consulting
Ohio
$2.65K +$588 +2 +29%
EWA
287
EverSource Wealth Advisors
Alabama
$2.35K -$588 -2 -20%
LC
288
Lindbrook Capital
California
$2.35K +$1.47K +5 +167%
BIA
289
Bell Investment Advisors
California
$1.76K -$1.18K -4 -40%
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$1.76K +$1.18K +4 +200%
FHA
291
First Horizon Advisors
Tennessee
$1.76K
QC
292
Quent Capital
New York
$1.52K
AAP
293
Arax Advisory Partners
Colorado
$1.18K +$1.18K +4 New
ZB
294
Zions Bancorporation
Utah
$1.18K -$1.47K -5 -56%
BTI
295
Blue Trust Inc
Georgia
$1K +$1K +3 New
AW
296
Avion Wealth
Texas
$1K +$1K +4 New
EARNEST Partners
297
EARNEST Partners
Georgia
$588
MCM
298
Manchester Capital Management
Vermont
$588
BAAM
299
Baker Avenue Asset Management
California
$588
UB
300
UMB Bank
Missouri
$294 -$882 -3 -75%