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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 %
NA
351
NewEdge Advisors
Louisiana
$16.5K – – –
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$16K +$10.8K +27 +208%
FFA
353
Farther Finance Advisors
California
$15.7K +$827 +2 +6%
VCM
354
Versant Capital Management
Arizona
$15.7K +$8.25K +20 +111%
DIP
355
DT Investment Partners
Pennsylvania
$13.6K – – –
YDMI
356
Y.D. More Investments
Israel
$12.8K +$6.6K +16 +107%
EWA
357
EverSource Wealth Advisors
Alabama
$12.4K +$2.47K +6 +25%
O
358
Ossiam
France
$12.4K +$2.89K +7 +30%
LFA
359
LGT Financial Advisors
Texas
$11.5K – – –
AAP
360
Arax Advisory Partners
Colorado
$11.1K – – –
GWM
361
Geneos Wealth Management
Colorado
$10.7K – – –
LFG
362
Larson Financial Group
Missouri
$10.3K – – –
PS
363
Principal Securities
Iowa
$8.75K -$833 -2 -9%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$8.25K +$4.12K +10 +100%
WA
365
WPG Advisers
Maryland
$7.42K +$7.42K +18 New
HWM
366
Hemington Wealth Management
Virginia
$7K +$824 +2 +13%
IA
367
IFP Advisors
Florida
$5.77K +$1.24K +3 +27%
A
368
AlphaQuest
New York
$5.36K +$4.95K +12 +1,200%
UB
369
UMB Bank
Missouri
$4.53K +$3.3K +8 +267%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$4.12K +$1.24K +3 +43%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$4.12K +$4.12K +10 New
CFO
372
CVA Family Office
Colorado
$3.71K -$412 -1 -10%
WA
373
Whipplewood Advisors
Colorado
$3.3K +$3.3K +8 New
SS
374
SBI Securities
Japan
$3.3K +$3.3K +8 New
QC
375
Quent Capital
New York
$2.99K +$427 +1 +17%
13 14
15
16 17