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Erie Indemnity
ERIE

126 hedge funds and large institutions have $1.8B invested in Erie Indemnity in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $1.75B → $1.8B (+$50.8M)

1% more funds holding

Funds holding: 125 → 126 (+1)

0.3% more ownership

Funds ownership: 30.79% → 31.09% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
51
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$10.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.52M
3
BlackRock
BlackRock
New York
+$3.41M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.92M
5
Charles Schwab
Charles Schwab
California
+$2.77M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$4.85M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.36M
3
GC
Guggenheim Capital
Illinois
-$1.08M
4
Citigroup
Citigroup
New York
-$951K
5
TCIM
TIAA CREF Investment Management
New York
-$883K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$7.12M -$217K -1,798 -3%
WI
27
Wedgewood Investors
Pennsylvania
$6.69M – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$5.55M -$536K -4,441 -9%
MAM
29
Martingale Asset Management
Massachusetts
$5.54M +$169K +1,400 +3%
TA
30
Teachers Advisors
New York
$5.39M -$343K -2,843 -6%
Swiss National Bank
31
Swiss National Bank
Switzerland
$5.25M – – –
SEI Investments
32
SEI Investments
Pennsylvania
$5.2M +$502K +4,159 +11%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$4.93M -$1.36M -11,286 -22%
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$4.78M – – –
Goldman Sachs
35
Goldman Sachs
New York
$4.34M +$939K +7,783 +29%
Wells Fargo
36
Wells Fargo
California
$4.22M -$408K -3,384 -9%
Morgan Stanley
37
Morgan Stanley
New York
$3.91M -$223K -1,847 -6%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$3.33M -$166K -1,379 -5%
AAM
39
Advisors Asset Management
Colorado
$3.31M -$702K -5,814 -18%
AG
40
Aperio Group
California
$3.28M +$193K +1,598 +6%
Victory Capital Management
41
Victory Capital Management
Texas
$2.81M +$476K +3,941 +21%
Citadel Advisors
42
Citadel Advisors
Florida
$2.58M +$425K +3,519 +21%
Bank of America
43
Bank of America
North Carolina
$2.35M -$697K -5,773 -24%
CS
44
Credit Suisse
Switzerland
$2.34M -$626K -5,184 -22%
AQR Capital Management
45
AQR Capital Management
Connecticut
$2.25M +$181K +1,502 +9%
CAMG
46
CWA Asset Management Group
Florida
$2.13M +$2.06M +17,072 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.86M +$169K +1,400 +10%
UBS AM
48
UBS AM
Illinois
$1.77M +$317K +2,631 +23%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.66M +$28.1K +233 +2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$1.53M – – –
1
2
3 4 5

ERIE Hedge Fund Activity: Q2 2017 in Review

126 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q2 2017, worth a combined $1.8B — up 2.9% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ERIE positions and 9 closed out — a net gain of 2 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $10.5M. The largest seller was Franklin Resources, cutting an estimated $4.85M.

  • 126 institutional investors held Erie Indemnity (ERIE) as of Q2 2017, up from 125 in Q1 2017.
  • Funds reported $1.8B of Erie Indemnity stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 11 funds opened new Erie Indemnity positions in Q2 2017 and 9 closed out, a net change of +2 holders.
  • The largest Erie Indemnity buyer in Q2 2017 was Janus Henderson Group, an estimated $10.5M added.
  • The largest Erie Indemnity seller in Q2 2017 was Franklin Resources, an estimated $4.85M sold.

Based on aggregated 13F filings for Q2 2017.