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Erie Indemnity

402 hedge funds and large institutions have $5.03B invested in Erie Indemnity in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 125 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $10.7M

38% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 125

1.81% less ownership

Funds ownership: 45.12%43.31% (-1.8%)

5% less funds holding

Funds holding: 423402 (-21)

16% less capital invested

Capital invested by funds: $5.97B → $5.03B (-$946M)

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
402
Holders Change
-21
Holders Change %
-4.96%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
56
Increased
172
Reduced
125
Closed
67
Calls
$49.1M
Puts
$10.7M
Net Calls
+$38.4M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
426
Capstone Investment Advisors
New York
-$297K -1,036 Closed
SFA
427
Sequoia Financial Advisors
Ohio
-$287K -1,001 Closed
SCM
428
Stevens Capital Management
Pennsylvania
-$282K -985 Closed
HF
429
HRT Financial
New York
-$266K -930 Closed
Balyasny Asset Management
430
Balyasny Asset Management
Illinois
-$259K -903 Closed
Teacher Retirement System of Texas
431
Teacher Retirement System of Texas
Texas
-$241K -840 Closed
BAM
432
BTS Asset Management
Massachusetts
-$236K -837 Closed
ET
433
Entropy Technologies
New York
-$235K -820 Closed
TI
434
TrueMark Investments
Illinois
-$234K -816 Closed
WJWM
435
Williams Jones Wealth Management
New York
-$221K -770 Closed
JF
436
Jump Financial
Illinois
-$220K -768 Closed
AI
437
Atria Investments
North Carolina
-$218K -762 Closed
VIPI
438
Vista Investment Partners II
Indiana
-$215K -750 Closed
BBVA
439
Banco Bilbao Vizcaya Argentaria
Spain
-$207K -722 Closed
CBA
440
Coastal Bridge Advisors
Connecticut
-$204K -710 Closed
RS
441
R Squared
Hong Kong
-$202K -705 Closed
CGH
442
Crossmark Global Holdings
Texas
-$201K -701 Closed
BC
443
Bayforest Capital
United Kingdom
-$114K -396 Closed
SIM
444
Sentry Investment Management
Wisconsin
-$20K -69 Closed
EW
445
Elyxium Wealth
California
-$13.2K -46 Closed
LAS
446
Lloyd Advisory Services
Georgia
-$11.2K -39 Closed
MA
447
MCF Advisors
Kentucky
-$8.6K -30 Closed
KFG
448
Kingdom Financial Group
Arizona
-$7.19K -25 Closed
EWP
449
Elevation Wealth Partners
California
-$6.02K -21 Closed
JSAM
450
J. Safra Asset Management
New York
-$4.59K -16 Closed