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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
Holocene Advisors
276
Holocene Advisors
New York
$355K +$385K +861 New
CGH
277
Crossmark Global Holdings
Texas
$343K -$36.3K -81 -9%
PA
278
Parallel Advisors
California
$340K +$25.1K +56 +7%
Nomura Holdings
279
Nomura Holdings
Japan
$338K +$367K +819 New
CCIA
280
Campbell & Co Investment Adviser
Maryland
$333K +$112K +250 +45%
BCI
281
Brinker Capital Investments
Pennsylvania
$327K +$111K +247 +45%
OPS
282
Orion Portfolio Solutions
Nebraska
$327K +$111K +247 +45%
NMIMC
283
Northwestern Mutual Investment Management Company
Wisconsin
$326K +$895 +2 +0.3%
EF
284
Empowered Funds
Pennsylvania
$322K +$162K +363 +87%
BNP Paribas Asset Management
285
BNP Paribas Asset Management
France
$319K +$346K +773 New
WJWM
286
Williams Jones Wealth Management
New York
$317K
DFCM
287
Dark Forest Capital Management
Puerto Rico
$317K +$344K +769 New
AC
288
Allstate Corporation
Illinois
$315K +$342K +765 New
VIPI
289
Vista Investment Partners II
Indiana
$309K +$336K +750 New
MYAM
290
Meiji Yasuda Asset Management
Japan
$308K +$3.13K +7 +0.9%
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$293K +$31.3K +70 +11%
IMCOOI
292
Investment Management Corp of Ontario (IMCO)
Canada
$293K -$44.8K -100 -12%
CG
293
Cynosure Group
Utah
$290K +$11.6K +26 +4%
ECM
294
Everence Capital Management
Indiana
$289K +$313K +700 New
JIC
295
Johnson Investment Counsel
Ohio
$289K
PHK
296
Point72 Hong Kong
Hong Kong
$289K +$313K +700 New
TW
297
TrinityPoint Wealth
Connecticut
$283K +$895 +2 +0.3%
JSW
298
Journey Strategic Wealth
New Jersey
$282K +$13.9K +31 +5%
Baird Financial Group
299
Baird Financial Group
Wisconsin
$282K -$17.9K -40 -6%
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$279K -$11.6K -26 -4%

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.