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Erie Indemnity

310 hedge funds and large institutions have $6.06B invested in Erie Indemnity in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $3.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.36% less ownership

Funds ownership: 36.59%36.23% (-0.36%)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 317310 (-7)

10% less capital invested

Capital invested by funds: $6.77B → $6.06B (-$706M)

11% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 118

Holders
310
Holders Change
-7
Holders Change %
-2.21%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
105
Reduced
118
Closed
37
Calls
$24.4M
Puts
$3.04M
Net Calls
+$21.4M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
326
Stifel Financial
Missouri
-$350K -872 Closed
BL
327
Balentine LLC
Georgia
-$312K -777 Closed
DTL
328
Dynamic Technology Lab
Singapore
-$275K -684 Closed
CSS
329
Cubist Systematic Strategies
Connecticut
-$242K -602 Closed
VIA
330
Virtus Investment Advisers
Connecticut
-$241K -600 Closed
GIA
331
Gladstone Institutional Advisory
Florida
-$207K -515 Closed
AAS
332
Avantax Advisory Services
Texas
-$206K -514 Closed
CPA
333
Court Place Advisors
Maryland
-$206K -513 Closed
AWS
334
Atria Wealth Solutions
New York
-$206K -512 Closed
B
335
Bailard
California
-$201K -500 Closed
BFA
336
Bill Few Associates
Pennsylvania
-$201K -500 Closed
GWCM
337
Godshalk Welsh Capital Management
Pennsylvania
-$201K -500 Closed
UM
338
UniSuper Management
Australia
-$161K -400 Closed
PCM
339
Penserra Capital Management
California
-$131K -328 Closed
UFF
340
USA Financial Formulas
Michigan
-$39.8K -99 Closed
NCTC
341
New Covenant Trust Company
Indiana
-$38.6K -96 Closed
NIC
342
Northwest Investment Counselors
Oregon
-$13.3K -33 Closed
ACA
343
Atlas Capital Advisors
Wyoming
-$5.62K -14 Closed
S
344
Sachetta
Massachusetts
-$3.35K -10 Closed
SAM
345
Smartleaf Asset Management
Massachusetts
-$3.27K -8 Closed
ZB
346
Zions Bancorporation
Utah
-$1.61K -4 Closed
TWP
347
TFO Wealth Partners
Ohio
-$402 -1 Closed