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Erie Indemnity
ERIE

Overview Fund Activity

395 hedge funds and large institutions have $7.11B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 144 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+29
Holders Change %
+7.92%
% of All Funds
5.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
83
Increased
144
Reduced
118
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M

Top Buyers

1
Invesco
Invesco
Georgia
+$84.1M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$32.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$28.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$22.8M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$21.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$70.1M
2
UBS AM
UBS AM
Illinois
-$25.9M
3
State Street
State Street
Massachusetts
-$20.5M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$17.4M
5
Goldman Sachs
Goldman Sachs
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
301
JFS Wealth Advisors
Pennsylvania
$270K -$1.24K -3 -0.5%
SRL
302
Scientech Research LLC
New Jersey
$269K +$269K +652 New
FFM
303
Forum Financial Management
Illinois
$266K – – –
II
304
Inspire Investing
Idaho
$258K +$41.6K +101 +19%
Capstone Investment Advisors
305
Capstone Investment Advisors
New York
$257K +$55.7K +135 +28%
TAM
306
Trust Asset Management
Texas
$250K – – –
Axa
307
Axa
France
$249K +$63.1K +153 +34%
SSA
308
Schonfeld Strategic Advisors
New York
$247K +$247K +600 New
BMSSC
309
B. Metzler seel. Sohn & Co
Germany
$230K – – –
GIA
310
Gladstone Institutional Advisory
Florida
$225K – – –
VSQM
311
V-Square Quantitative Management
Illinois
$218K +$41.6K +101 +24%
AAS
312
Avantax Advisory Services
Texas
$214K -$824 -2 -0.4%
GDP
313
Great Diamond Partners
Maine
$212K -$248K -601 -54%
BBVA
314
Banco Bilbao Vizcaya Argentaria
Spain
$212K -$105K -254 -33%
CPA
315
Court Place Advisors
Maryland
$211K – – –
PP
316
Prudential plc
United Kingdom
$210K – – –
APP
317
Avantax Planning Partners
Iowa
$207K – – –
AWS
318
Atria Wealth Solutions
New York
$206K – – –
B
319
Bailard
California
$206K – – –
GWCM
320
Godshalk Welsh Capital Management
Pennsylvania
$206K – – –
AF
321
Atala Financial
California
$206K +$206K +500 New
JF
322
Jump Financial
Illinois
$206K -$706K -1,712 -77%
WSC
323
Wellington Shields & Co
New York
$204K – – –
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K – – –
ICMP
325
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K +$412 +1 +0.2%
11 12
13
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