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Erie Indemnity
ERIE

152 hedge funds and large institutions have $1.97B invested in Erie Indemnity in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

50% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 143 → 152 (+9)

6% more capital invested

Capital invested by funds: $1.85B → $1.97B (+$111M)

0.46% more ownership

Funds ownership: 31.48% → 31.95% (+0.46%)

Holders
152
Holders Change
+9
Holders Change %
+6.29%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
24
Increased
54
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPCG
Fort Pitt Capital Group
Pennsylvania
+$10.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$9.85M
3
BlackRock
BlackRock
New York
+$6.12M
4
UBS AM
UBS AM
Illinois
+$3.45M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$11.7M
2
RIM
Redwood Investment Management
Arizona
-$5.03M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$4.26M
4
Invesco
Invesco
Georgia
-$2.18M
5
Millennium Management
Millennium Management
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$7.38M -$435K -3,354 -6%
MAM
27
Martingale Asset Management
Massachusetts
$7.31M +$247K +1,901 +4%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$7.29M +$92.2K +711 +1%
WI
29
Wedgewood Investors
Pennsylvania
$7.04M – – –
TCIM
30
TIAA CREF Investment Management
New York
$6.95M +$444K +3,426 +7%
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$6.58M +$122K +942 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$5.99M +$77.8K +600 +1%
EAM
33
Erste Asset Management
Austria
$5.95M +$5.84M +45,047 New
SEI Investments
34
SEI Investments
Pennsylvania
$5.63M +$444K +3,422 +8%
TA
35
Teachers Advisors
New York
$5.57M +$39K +301 +0.7%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$5.21M +$84.3K +650 +2%
Wells Fargo
37
Wells Fargo
California
$4.79M -$532K -4,106 -10%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$4.67M – – –
Citadel Advisors
39
Citadel Advisors
Florida
$4.52M +$1.47M +11,357 +50%
Goldman Sachs
40
Goldman Sachs
New York
$4.15M +$673K +5,189 +20%
AQR Capital Management
41
AQR Capital Management
Connecticut
$4.13M +$31.3K +241 +0.8%
AG
42
Aperio Group
California
$3.56M +$1.06M +8,137 +44%
CS
43
Credit Suisse
Switzerland
$3.41M +$795K +6,130 +32%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$3.33M +$2.55M +19,659 +371%
OAM
45
Oxford Asset Management
United Kingdom
$3.32M +$500K +3,852 +18%
EFS
46
Econ Financial Services
Pennsylvania
$3.23M +$3.14M +24,237 New
Russell Investments Group
47
Russell Investments Group
United Kingdom
$3.18M +$1.05M +8,085 +51%
CAMG
48
CWA Asset Management Group
Florida
$3.06M +$73K +563 +3%
MWP
49
MYCIO Wealth Partners
Pennsylvania
$3.02M – – –
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$2.85M +$2.79M +21,500 New
1
2
3 4 5

ERIE Hedge Fund Activity: Q4 2018 in Review

152 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2018, worth a combined $1.97B — up 6% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ERIE positions and 15 closed out — a net gain of 9 holders — while 54 added to existing stakes and 36 trimmed.

The largest buyer was Fort Pitt Capital Group, opening a new position worth an estimated $10.9M. The largest seller was Franklin Resources, cutting an estimated $11.7M.

  • 152 institutional investors held Erie Indemnity (ERIE) as of Q4 2018, up from 143 in Q3 2018.
  • Funds reported $1.97B of Erie Indemnity stock for Q4 2018, up 6% quarter-over-quarter.
  • 24 funds opened new Erie Indemnity positions in Q4 2018 and 15 closed out, a net change of +9 holders.
  • The largest Erie Indemnity buyer in Q4 2018 was Fort Pitt Capital Group, an estimated $10.9M added.
  • The largest Erie Indemnity seller in Q4 2018 was Franklin Resources, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2018.