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Erie Indemnity
ERIE

114 hedge funds and large institutions have $1.03B invested in Erie Indemnity in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 113 → 114 (+1)

0% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$2.1M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
14
Increased
34
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.66M
2
Invesco
Invesco
Georgia
+$2.31M
3
Northern Trust
Northern Trust
Illinois
+$1.17M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07M
5
Citadel Advisors
Citadel Advisors
Florida
+$935K

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.22M
2
AL
AJO LP
Pennsylvania
-$4.91M
3
RA
Royce & Associates
New York
-$4.53M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.14M
5
JHIU
Janus Henderson Investors US
Colorado
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.48M +$935K +13,112 +38%
State Board of Administration of Florida Retirement System
27
State Board of Administration of Florida Retirement System
Florida
$3.47M – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$3.29M +$21.4K +300 +0.7%
BG
29
BlackRock Group
United Kingdom
$3.08M -$126K -1,771 -4%
Charles Schwab
30
Charles Schwab
California
$3.06M +$330K +4,629 +12%
PPA
31
Parametric Portfolio Associates
Washington
$2.74M -$296K -4,153 -10%
EA
32
Emerald Advisers
Pennsylvania
$2.67M – – –
QI
33
Qualcomm Inc
California
$2.08M – – –
GIA
34
Gargoyle Investment Advisor
New Jersey
$2.06M +$151K +2,120 +8%
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.74M -$12.6K -177 -0.7%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.57M -$3.49K -49 -0.2%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.48M +$435K +6,097 +43%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$1.46M – – –
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$1.29M -$40.6K -570 -3%
TA
40
Teachers Advisors
New York
$1.14M +$12K +168 +1%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.1M +$1.07M +14,986 New
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$1.09M +$654K +9,170 +161%
MAM
43
Martingale Asset Management
Massachusetts
$1.04M -$499K -7,001 -33%
HSA
44
HBK Sorce Advisory
Pennsylvania
$1.02M +$4.85K +68 +0.5%
CS
45
Credit Suisse
Switzerland
$981K +$73.7K +1,034 +8%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$948K -$8.77K -123 -0.9%
UBS AM
47
UBS AM
Illinois
$921K – – –
Bank of America
48
Bank of America
North Carolina
$868K +$75.7K +1,062 +10%
TC
49
TFS Capital
Pennsylvania
$828K +$807K +11,320 New
Morgan Stanley
50
Morgan Stanley
New York
$765K -$1.07M -14,976 -59%
1
2
3 4 5

ERIE Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2013, worth a combined $1.03B — up 0.21% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ERIE positions and 13 closed out — a net gain of 1 holder — while 34 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.66M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.22M sold.

  • 114 institutional investors held Erie Indemnity (ERIE) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $1.03B of Erie Indemnity stock for Q4 2013, up 0.21% quarter-over-quarter.
  • 14 funds opened new Erie Indemnity positions in Q4 2013 and 13 closed out, a net change of +1 holder.
  • The largest Erie Indemnity buyer in Q4 2013 was Vanguard Group, an estimated $3.66M added.
  • The largest Erie Indemnity seller in Q4 2013 was Schroder Investment Management Group, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2013.