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Erie Indemnity

217 hedge funds and large institutions have $3.14B invested in Erie Indemnity in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

30% more capital invested

Capital invested by funds: $2.41B → $3.14B (+$728M)

4% more funds holding

Funds holding: 208217 (+9)

9% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $4.56M

0.12% more ownership

Funds ownership: 35.13%35.25% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
67
Reduced
83
Closed
26
Calls
$4.99M
Puts
$4.56M
Net Calls
+$424K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$14.3M +$4.84M +27,519 +59%
AQR Capital Management
27
AQR Capital Management
Connecticut
$14M +$780K +4,430 +6%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$11M +$1.01M +5,762 +11%
Goldman Sachs
29
Goldman Sachs
New York
$10.7M -$1.53M -8,707 -14%
PPA
30
Parametric Portfolio Associates
Washington
$10.7M +$229K +1,299 +2%
T
31
TOBAM
France
$10.6M +$9.76M +55,473 New
Brown Advisory
32
Brown Advisory
Maryland
$10.2M -$1.06M -6,014 -10%
WI
33
Wedgewood Investors
Pennsylvania
$9.96M
SG Americas Securities
34
SG Americas Securities
New York
$8.9M -$2.91M -16,561 -26%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$8.66M +$180K +1,024 +2%
EAM
36
Erste Asset Management
Austria
$8.44M +$5.28M +30,000 +214%
Canada Life
37
Canada Life
Manitoba, Canada
$8.31M -$329K -1,869 -4%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$7.58M -$111K -630 -2%
CAM
39
Columbia Asset Management
Michigan
$7.2M -$575K -3,265 -8%
Deutsche Bank
40
Deutsche Bank
Germany
$6.46M +$598K +3,396 +11%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$6.36M -$3.04M -17,278 -34%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$5.29M -$1.83M -10,383 -27%
AG
43
Aperio Group
California
$5.15M +$220K +1,249 +5%
WG
44
Winton Group
United Kingdom
$5.14M +$4.72M +26,803 New
AAF
45
Andra AP-fonden
Sweden
$5.12M -$246K -1,400 -5%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$5.1M -$10.9K -62 -0.2%
Morgan Stanley
47
Morgan Stanley
New York
$4.75M -$1.26M -7,165 -22%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$4.71M +$20.4K +116 +0.5%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$4.3M +$183K +1,040 +5%
NIPH
50
NN Investment Partners Holdings
Netherlands
$4.04M +$1.05M +5,984 +40%