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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
TIM
351
Thompson Investment Management
Wisconsin
$26.4K
PCM
352
Penserra Capital Management
California
$26K +$27.3K +61 +2,033%
WT
353
Whittier Trust
California
$20.6K
NA
354
NewEdge Advisors
Louisiana
$16.5K
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$16K +$12.1K +27 +208%
FFA
356
Farther Finance Advisors
California
$15.7K +$895 +2 +6%
VCM
357
Versant Capital Management
Arizona
$15.7K +$8.95K +20 +111%
DIP
358
DT Investment Partners
Pennsylvania
$13.6K
YDMI
359
Y.D. More Investments
Israel
$12.8K +$7.16K +16 +107%
EWA
360
EverSource Wealth Advisors
Alabama
$12.4K +$2.69K +6 +25%
O
361
Ossiam
France
$12.4K +$3.13K +7 +30%
LFA
362
LGT Financial Advisors
Texas
$11.5K
AAP
363
Arax Advisory Partners
Colorado
$11.1K
GWM
364
Geneos Wealth Management
Colorado
$10.7K
LFG
365
Larson Financial Group
Missouri
$10.3K
PS
366
Principal Securities
Iowa
$8.75K -$895 -2 -9%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$8.24K +$4.48K +10 +100%
WA
368
WPG Advisers
Maryland
$7.42K +$8.06K +18 New
HWM
369
Hemington Wealth Management
Virginia
$7K +$895 +2 +13%
IA
370
IFP Advisors
Florida
$5.77K +$1.34K +3 +27%
A
371
AlphaQuest
New York
$5.36K +$5.37K +12 +1,200%
UB
372
UMB Bank
Missouri
$4.53K +$3.58K +8 +267%
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$4.12K +$1.34K +3 +43%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$4.12K +$4.48K +10 New
CFO
375
CVA Family Office
Colorado
$3.71K -$448 -1 -10%

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.