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Erie Indemnity

402 hedge funds and large institutions have $5.03B invested in Erie Indemnity in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 125 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $10.7M

38% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 125

1.81% less ownership

Funds ownership: 45.12%43.31% (-1.8%)

5% less funds holding

Funds holding: 423402 (-21)

16% less capital invested

Capital invested by funds: $5.97B → $5.03B (-$946M)

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
402
Holders Change
-21
Holders Change %
-4.96%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
56
Increased
172
Reduced
125
Closed
67
Calls
$49.1M
Puts
$10.7M
Net Calls
+$38.4M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
301
Vestcor Inc
New Brunswick, Canada
$147K -$4.29K -16 -3%
JWA
302
JFS Wealth Advisors
Pennsylvania
$137K -$3.76K -14 -2%
CI
303
CX Institutional
Indiana
$137K -$51.3K -191 -26%
GI
304
GAMMA Investing
California
$135K -$181K -675 -56%
Royal London Asset Management
305
Royal London Asset Management
United Kingdom
$122K +$6.17K +23 +5%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$121K +$7.25K +27 +6%
SAM
307
Smartleaf Asset Management
Massachusetts
$113K -$2.69K -10 -2%
OWP
308
ORG Wealth Partners
Texas
$111K -$77.6K -289 -40%
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$104K -$33.6K -125 -23%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$100K +$51K +190 +91%
SAM
311
Storebrand Asset Management
Norway
$92.7K -$207K -770 -68%
GSEP
312
Golden State Equity Partners
California
$87K +$92.9K +346 New
SFI
313
Siemens Fonds Invest
Germany
$85.7K -$141K -526 -61%
BBHC
314
Brown Brothers Harriman & Co
New York
$83.4K +$79.5K +296 +822%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$81.7K +$4.29K +16 +5%
UB
316
UMB Bank
Missouri
$75.1K +$51.8K +193 +182%
Simplex Trading
317
Simplex Trading
Illinois
$73.6K +$78.4K +292 +29,200%
AF
318
Allworth Financial
California
$70K +$13.2K +49 +21%
HFS
319
Hantz Financial Services
Michigan
$68K +$17.4K +65 +31%
FC
320
Financial Consulate
Maryland
$59.3K
AIP
321
Ameritas Investment Partners
Nebraska
$59.1K
EWA
322
EverSource Wealth Advisors
Alabama
$56.3K +$44.8K +167 +293%
S
323
SignatureFD
Georgia
$47.7K +$7.79K +29 +18%
BWA
324
Basecamp Wealth Advisors
Washington
$37.4K
PCM
325
Penserra Capital Management
California
$34K +$805 +3 +2%