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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
AM
401
AGF Management
Ontario, Canada
-$3.55M -6,582 Closed
PP
402
Paloma Partners
Connecticut
-$3.13M -5,793 Closed
OQS
403
Occudo Quantitative Strategies
Florida
-$1.16M -2,141 Closed
T
404
TOBAM
France
-$839K -1,555 Closed
TWM
405
TriaGen Wealth Management
California
-$707K -1,309 Closed
OC
406
Oppenheimer & Co
New York
-$686K -1,271 Closed
LIP
407
Lighthouse Investment Partners
Florida
-$648K -1,200 Closed
SEC
408
Seven Eight Capital
New York
-$635K -1,177 Closed
BA
409
Bridgewater Associates
Connecticut
-$595K -1,103 Closed
FTDI
410
First Trust Direct Indexing
Massachusetts
-$535K -991 Closed
DZ Bank
411
DZ Bank
Germany
-$525K -972 Closed
AWM
412
AE Wealth Management
Kansas
-$518K -959 Closed
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$398K -738 Closed
TSS
414
Two Sigma Securities
New York
-$398K -738 Closed
GS
415
GTS Securities
New York
-$325K -602 Closed
MPM
416
MBB Public Markets
Illinois
-$317K -588 Closed
CC
417
Centiva Capital
New York
-$307K -568 Closed
BFG
418
Bleakley Financial Group
New Jersey
-$253K -468 Closed
LWM
419
Laidlaw Wealth Management
New York
-$252K -466 Closed
CAM
420
Cozad Asset Management
Illinois
-$242K -448 Closed
BFA
421
Bill Few Associates
Pennsylvania
-$232K -430 Closed
LNWWM
422
Laird Norton Wetherby Wealth Management
California
-$225K -417 Closed
ECM
423
Evergreen Capital Management
Washington
-$222K -412 Closed
AC
424
Apella Capital
Connecticut
-$220K -407 Closed
PNC
425
Park National Corp
Ohio
-$219K -405 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.