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Erie Indemnity

227 hedge funds and large institutions have $4.13B invested in Erie Indemnity in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,329% more call options, than puts

Call options by funds: $343K | Put options by funds: $24K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$725M)

11% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 75

1.24% more ownership

Funds ownership: 35.15%36.4% (+1.2%)

2% less funds holding

Funds holding: 232227 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

Holders
227
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
83
Reduced
75
Closed
35
Calls
$343K
Puts
$24K
Net Calls
+$319K
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$18.3M +$1.4M +5,993 +9%
KBC Group
27
KBC Group
Belgium
$17.6M +$1.59M +6,822 +110%
Mitsubishi UFJ Trust & Banking
28
Mitsubishi UFJ Trust & Banking
Japan
$17M +$8.39M +35,962 +109%
CS
29
Credit Suisse
Switzerland
$16.6M +$1.18M +5,037 +8%
PPA
30
Parametric Portfolio Associates
Washington
$16.4M +$3.39M +14,547 +28%
Goldman Sachs
31
Goldman Sachs
New York
$14.9M -$44.8K -192 -0.3%
MAM
32
Martingale Asset Management
Massachusetts
$14.2M +$12.5M +53,443 +1,201%
RA
33
Royce & Associates
New York
$14M -$5.54M -23,728 -29%
WI
34
Wedgewood Investors
Pennsylvania
$12.7M
Brown Advisory
35
Brown Advisory
Maryland
$12.4M -$352K -1,509 -3%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$11.6M -$1.11M -4,747 -9%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$11.3M -$57.6K -247 -0.5%
EAM
38
Erste Asset Management
Austria
$11M -$700K -3,000 -6%
Deutsche Bank
39
Deutsche Bank
Germany
$10.6M -$533K -2,286 -5%
AAMU
40
Amundi Asset Management US
Massachusetts
$10.3M +$6.78M +29,065 +225%
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$9.2M -$498K -2,132 -5%
AAF
42
Andra AP-fonden
Sweden
$8.69M +$327K +1,400 +4%
Canada Life
43
Canada Life
Manitoba, Canada
$8.35M -$1.11M -4,764 -12%
Morgan Stanley
44
Morgan Stanley
New York
$8.31M +$1.84M +7,885 +30%
CAM
45
Columbia Asset Management
Michigan
$8.19M -$341K -1,460 -4%
UBS Group
46
UBS Group
Switzerland
$7.71M -$114K -490 -2%
JP Morgan Chase
47
JP Morgan Chase
New York
$7.26M +$369K +1,580 +6%
DILIC
48
Dai-ichi Life Insurance Company
Japan
$7.2M +$2.4M +10,266 +54%
Victory Capital Management
49
Victory Capital Management
Texas
$6.77M +$2.56M +10,949 +66%
AG
50
Aperio Group
California
$6.43M +$384K +1,646 +7%