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Erie Indemnity

214 hedge funds and large institutions have $3.1B invested in Erie Indemnity in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 57

1.45% more ownership

Funds ownership: 34.77%36.22% (+1.5%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% more funds holding

Funds holding: 212214 (+2)

24% less capital invested

Capital invested by funds: $4.08B → $3.1B (-$978M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

94% less call options, than puts

Call options by funds: $390K | Put options by funds: $6.21M

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
57
Closed
37
Calls
$390K
Puts
$6.21M
Net Calls
-$5.82M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$14.7M +$13.8M +60,881 +333%
PPA
27
Parametric Portfolio Associates
Washington
$13.7M +$925K +4,075 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$13.4M +$15.5M +68,463 +1,720%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$13M +$2.1M +9,263 +15%
BCM
30
Bridgeway Capital Management
Texas
$12.7M +$12M +52,800 +343%
AssetMark Inc
31
AssetMark Inc
California
$10.9M +$13.3M +58,363 +18,706%
Brown Advisory
32
Brown Advisory
Maryland
$10.2M -$787K -3,467 -6%
AQR Capital Management
33
AQR Capital Management
Connecticut
$10M -$6.54M -28,820 -35%
CAM
34
Columbia Asset Management
Michigan
$9.85M -$852K -3,750 -7%
WI
35
Wedgewood Investors
Pennsylvania
$9.79M
CS
36
Credit Suisse
Switzerland
$9.53M +$689K +3,035 +6%
Victory Capital Management
37
Victory Capital Management
Texas
$9.03M +$5.39M +23,736 +95%
Bank of America
38
Bank of America
North Carolina
$8.62M +$1.03M +4,534 +11%
Deutsche Bank
39
Deutsche Bank
Germany
$8.5M +$1.66M +7,326 +19%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$8.41M +$900K +3,963 +10%
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$8.26M -$272K -1,198 -3%
Barclays
42
Barclays
United Kingdom
$8.24M +$7.98M +35,161 +382%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$7.15M +$2.48M +10,904 +39%
BA
44
Bridgewater Associates
Connecticut
$7.14M +$8.74M +38,474 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$6.94M -$830K -3,655 -9%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$6.85M +$2.73M +12,013 +48%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$6.5M +$955K +4,205 +14%
DILIC
48
Dai-ichi Life Insurance Company
Japan
$6.38M -$10.3M -45,157 -57%
Lazard Asset Management
49
Lazard Asset Management
New York
$6.35M +$863K +3,799 +12%
AG
50
Aperio Group
California
$5.71M -$459K -2,023 -6%