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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
Bessemer Group
301
Bessemer Group
New Jersey
$277K -$3.13K -7 -1%
RIG
302
RiverFront Investment Group
Virginia
$275K +$299K +668 New
US Bancorp
303
US Bancorp
Minnesota
$270K +$15.7K +35 +6%
JWA
304
JFS Wealth Advisors
Pennsylvania
$270K -$1.34K -3 -0.5%
SRL
305
Scientech Research LLC
New Jersey
$269K +$292K +652 New
FFM
306
Forum Financial Management
Illinois
$266K
II
307
Inspire Investing
Idaho
$258K +$45.2K +101 +19%
Capstone Investment Advisors
308
Capstone Investment Advisors
New York
$257K +$60.4K +135 +28%
TAM
309
Trust Asset Management
Texas
$250K
Axa
310
Axa
France
$249K +$68.5K +153 +34%
SSA
311
Schonfeld Strategic Advisors
New York
$247K +$269K +600 New
BMSSC
312
B. Metzler seel. Sohn & Co
Germany
$230K
GIA
313
Gladstone Institutional Advisory
Florida
$225K
VSQM
314
V-Square Quantitative Management
Illinois
$218K +$45.2K +101 +24%
AAS
315
Avantax Advisory Services
Texas
$214K -$895 -2 -0.4%
GDP
316
Great Diamond Partners
Maine
$212K -$269K -601 -54%
BBVA
317
Banco Bilbao Vizcaya Argentaria
Spain
$212K -$114K -254 -33%
CPA
318
Court Place Advisors
Maryland
$211K
PP
319
Prudential plc
United Kingdom
$210K
APP
320
Avantax Planning Partners
Iowa
$207K
AWS
321
Atria Wealth Solutions
New York
$206K
B
322
Bailard
California
$206K
GWCM
323
Godshalk Welsh Capital Management
Pennsylvania
$206K
AF
324
Atala Financial
California
$206K +$224K +500 New
JF
325
Jump Financial
Illinois
$206K -$766K -1,712 -77%

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.