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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
SS
376
SBI Securities
Japan
$3.3K +$3.58K +8 New
WA
377
Whipplewood Advisors
Colorado
$3.3K +$3.58K +8 New
QC
378
Quent Capital
New York
$2.99K +$448 +1 +17%
DPW
379
DiNuzzo Private Wealth
Pennsylvania
$2.89K -$448 -1 -13%
LC
380
Lindbrook Capital
California
$2.89K -$448 -1 -13%
BIG
381
Brooklyn Investment Group
New York
$2.89K +$3.13K +7 New
DRP
382
Decker Retirement Planning
Utah
$2.89K +$3.13K +7 New
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$2.81K +$3.13K +7 New
AG
384
AmeriFlex Group
Nevada
$2.42K +$2.69K +6 New
BIA
385
Bell Investment Advisors
California
$2.06K
Jones Financial Companies
386
Jones Financial Companies
Missouri
$2.06K +$2.24K +5 New
SIC
387
SJS Investment Consulting
Ohio
$1.65K -$1.79K -4 -50%
PWMG
388
Prestige Wealth Management Group
New Jersey
$1.65K
MCM
389
Manchester Capital Management
Vermont
$825
BGAI
390
Bruce G. Allen Investments
Colorado
$824
HI
391
Harbour Investments
Wisconsin
$824
AssetMark Inc
392
AssetMark Inc
California
$824 +$895 +2 New
FHA
393
First Horizon Advisors
Tennessee
$824 +$895 +2 New
HWA
394
HHM Wealth Advisors
Tennessee
$413 +$448 +1 New
AWM
395
Avior Wealth Management
Nebraska
$412 +$448 +1 New
GFPC
396
Global Financial Private Client
Florida
$412 +$448 +1 New
PWM
397
Parkworth Wealth Management
California
$412 +$448 +1 New
IAIM
398
International Assets Investment Management
Florida
-$571 -308,237 Closed
SPS
399
Susquehanna Portfolio Strategies
Pennsylvania
-$8.8M -16,300 Closed
Twin Tree Management
400
Twin Tree Management
Texas
-$3.85M -7,138 Closed

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.