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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 %
LC
376
Lindbrook Capital
California
$2.89K -$412 -1 -13%
DPW
377
DiNuzzo Private Wealth
Pennsylvania
$2.89K -$412 -1 -13%
BIG
378
Brooklyn Investment Group
New York
$2.89K +$2.89K +7 New
DRP
379
Decker Retirement Planning
Utah
$2.89K +$2.89K +7 New
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$2.81K +$2.81K +7 New
AG
381
AmeriFlex Group
Nevada
$2.42K +$2.42K +6 New
BIA
382
Bell Investment Advisors
California
$2.06K – – –
Jones Financial Companies
383
Jones Financial Companies
Missouri
$2.06K +$2.06K +5 New
SIC
384
SJS Investment Consulting
Ohio
$1.65K -$1.65K -4 -50%
PWMG
385
Prestige Wealth Management Group
New Jersey
$1.65K – – –
MCM
386
Manchester Capital Management
Vermont
$825 – – –
BGAI
387
Bruce G. Allen Investments
Colorado
$824 – – –
HI
388
Harbour Investments
Wisconsin
$824 – – –
AssetMark Inc
389
AssetMark Inc
California
$824 +$824 +2 New
FHA
390
First Horizon Advisors
Tennessee
$824 +$824 +2 New
HWA
391
HHM Wealth Advisors
Tennessee
$413 +$413 +1 New
AWM
392
Avior Wealth Management
Nebraska
$412 +$412 +1 New
GFPC
393
Global Financial Private Client
Florida
$412 +$412 +1 New
PWM
394
Parkworth Wealth Management
California
$412 +$412 +1 New
IAIM
395
International Assets Investment Management
Florida
– -$571 -308,237 Closed
SPS
396
Susquehanna Portfolio Strategies
Pennsylvania
– -$8.8M -16,300 Closed
Twin Tree Management
397
Twin Tree Management
Texas
– -$3.85M -7,138 Closed
AM
398
AGF Management
Ontario, Canada
– -$3.55M -6,582 Closed
PP
399
Paloma Partners
Connecticut
– -$3.13M -5,793 Closed
OQS
400
Occudo Quantitative Strategies
Florida
– -$1.16M -2,141 Closed
14 15
16
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