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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
EI
276
Ethic Inc
New York
$294K -$87.9K -193 -21%
GIA
277
Gladstone Institutional Advisory
Florida
$294K +$248K +545 New
II
278
Inspire Investing
Idaho
$284K -$93.3K -205 -28%
AAS
279
Avantax Advisory Services
Texas
$281K +$237K +521 New
CPA
280
Court Place Advisors
Maryland
$277K +$234K +513 New
PP
281
Prudential plc
United Kingdom
$275K -$6.86M -15,067 -97%
APP
282
Avantax Planning Partners
Iowa
$271K -$338K -742 -60%
AWS
283
Atria Wealth Solutions
New York
$270K +$228K +500 New
B
284
Bailard
California
$270K +$228K +500 New
GWCM
285
Godshalk Welsh Capital Management
Pennsylvania
$270K +$228K +500 New
WSC
286
Wellington Shields & Co
New York
$267K +$225K +494 New
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$266K
Capstone Investment Advisors
288
Capstone Investment Advisors
New York
$263K +$222K +488 New
ICMP
289
Integrated Capital Management (Pennsylvania)
Pennsylvania
$262K +$221K +485 New
AAM
290
Advisors Asset Management
Colorado
$255K -$94.2K -207 -30%
BFG
291
Bleakley Financial Group
New Jersey
$253K +$213K +468 New
LWM
292
Laidlaw Wealth Management
New York
$252K +$212K +466 New
Axa
293
Axa
France
$244K +$206K +452 New
CAM
294
Cozad Asset Management
Illinois
$242K +$204K +448 New
BFA
295
Bill Few Associates
Pennsylvania
$232K +$196K +430 New
VSQM
296
V-Square Quantitative Management
Illinois
$232K +$195K +429 New
EF
297
Empowered Funds
Pennsylvania
$225K +$190K +417 New
LNWWM
298
Laird Norton Wetherby Wealth Management
California
$225K +$190K +417 New
ECM
299
Evergreen Capital Management
Washington
$222K +$188K +412 New
AC
300
Apella Capital
Connecticut
$220K +$185K +407 New