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Erie Indemnity

370 hedge funds and large institutions have $9.05B invested in Erie Indemnity in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

265% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $10.3M

49% more capital invested

Capital invested by funds: $6.06B → $9.05B (+$2.98B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more funds holding

Funds holding: 310370 (+60)

0.75% more ownership

Funds ownership: 36.23%36.98% (+0.75%)

5% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 124

Holders
370
Holders Change
+60
Holders Change %
+19.35%
% of All Funds
5.31%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
88
Increased
118
Reduced
124
Closed
23
Calls
$37.6M
Puts
$10.3M
Net Calls
+$27.3M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
326
Thompson Investment Management
Wisconsin
$34.5K
UFF
327
USA Financial Formulas
Michigan
$32.4K +$27.3K +60 New
WT
328
Whittier Trust
California
$27K
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$24.8K -$25.5K -56 -55%
NA
330
NewEdge Advisors
Louisiana
$21.6K
FFA
331
Farther Finance Advisors
California
$19.4K +$910 +2 +6%
DIP
332
DT Investment Partners
Pennsylvania
$17.8K +$15K +33 New
NIC
333
Northwest Investment Counselors
Oregon
$17.8K +$15K +33 New
LFA
334
LGT Financial Advisors
Texas
$15.1K
AAP
335
Arax Advisory Partners
Colorado
$14.6K -$910 -2 -7%
GWM
336
Geneos Wealth Management
Colorado
$14K +$11.8K +26 New
LFG
337
Larson Financial Group
Missouri
$13.5K
EWA
338
EverSource Wealth Advisors
Alabama
$13K +$4.55K +10 +71%
PS
339
Principal Securities
Iowa
$12.5K -$4.1K -9 -28%
O
340
Ossiam
France
$12.4K +$10.5K +23 New
VCM
341
Versant Capital Management
Arizona
$9.72K
YDMI
342
Y.D. More Investments
Israel
$8.1K +$6.83K +15 New
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.82K +4 +44%
HWM
344
Hemington Wealth Management
Virginia
$6K +$6.83K +15 New
IA
345
IFP Advisors
Florida
$5.94K -$36K -79 -88%
VWM
346
Venturi Wealth Management
Texas
$5.94K
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$5.4K
CFO
348
CVA Family Office
Colorado
$5.4K +$1.82K +4 +67%
SIC
349
SJS Investment Consulting
Ohio
$4.32K
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$4.32K