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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
SWM
426
SeaCrest Wealth Management
New York
-$215K -398 Closed
CB
427
Commerce Bank
Missouri
-$213K -394 Closed
PA
428
Profund Advisors
Maryland
-$212K -392 Closed
DEA
429
DoubleLine ETF Adviser
Florida
-$211K -390 Closed
CAM
430
Cresset Asset Management
Illinois
-$209K -386 Closed
CCA
431
Checchi Capital Advisers
California
-$207K -384 Closed
WFI
432
West Family Investments
California
-$206K -382 Closed
HFM
433
Harvest Fund Management
China
-$203K -376 Closed
GCM
434
Gladius Capital Management
Illinois
-$123K -228 Closed
Federated Hermes
435
Federated Hermes
Pennsylvania
-$85.3K -158 Closed
GM
436
GeoWealth Management
Illinois
-$74.5K -138 Closed
TWC
437
TD Waterhouse Canada
Ontario, Canada
-$57.6K -107 Closed
UFF
438
USA Financial Formulas
Michigan
-$32.4K -60 Closed
PA
439
Pineridge Advisors
Missouri
-$1.62K -3 Closed
SAM
440
Smartleaf Asset Management
Massachusetts
-$1.62K -3 Closed
ACM
441
Aster Capital Management
United Arab Emirates
-$540 -1 Closed
CAL
442
Capital Advisors Ltd
Ohio
-$1K -1 Closed
CPA
443
Capital Performance Advisors
California
-$540 -1 Closed
GKIM
444
GW&K Investment Management
Massachusetts
+$448 +1 New

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.