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Erie Indemnity
ERIE

226 hedge funds and large institutions have $3.01B invested in Erie Indemnity in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.14M

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 215 → 226 (+11)

0.09% more ownership

Funds ownership: 36.6% → 36.69% (+0.09%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

7% less capital invested

Capital invested by funds: $3.26B → $3.01B (-$244M)

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
32
Increased
73
Reduced
75
Closed
19
Calls
$2.46M
Puts
$1.14M
Net Calls
+$1.32M
Net Calls Change
-$1.66M

Top Buyers

1
AUB
Atlantic Union Bankshares
Virginia
+$27.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.4M
3
UBS AM
UBS AM
Illinois
+$12.2M
4
BlackRock
BlackRock
New York
+$10.6M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$8.65M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$28.7M
2
MAM
Martingale Asset Management
Massachusetts
-$19.4M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$16M
4
JP Morgan Chase
JP Morgan Chase
New York
-$6.92M
5
Wells Fargo
Wells Fargo
California
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Amundi
26
Amundi
France
$11.3M +$3.39M +18,734 +42%
Truist Financial
27
Truist Financial
North Carolina
$11.1M -$362 -2 -0%
PPA
28
Parametric Portfolio Associates
Washington
$10.9M -$116K -641 -1%
Deutsche Bank
29
Deutsche Bank
Germany
$10.7M +$1.51M +8,366 +16%
EAM
30
Erste Asset Management
Austria
$10.5M +$3.95M +21,840 +59%
Goldman Sachs
31
Goldman Sachs
New York
$10.2M -$481K -2,661 -4%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$10.1M +$894K +4,943 +10%
TRSOTSOK
33
Teachers Retirement System of the State of Kentucky
Kentucky
$10.1M +$8.65M +47,833 +556%
Morgan Stanley
34
Morgan Stanley
New York
$9.9M -$790K -4,369 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.6M +$3.5M +19,335 +56%
Citadel Advisors
36
Citadel Advisors
Florida
$9.52M +$6.49M +35,864 +205%
Millennium Management
37
Millennium Management
New York
$9.05M -$902K -4,987 -9%
EVM
38
Eaton Vance Management
Massachusetts
$9.04M – – –
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$8.97M +$95.5K +528 +1%
WI
40
Wedgewood Investors
Pennsylvania
$8.96M -$109K -605 -1%
DILIC
41
Dai-ichi Life Insurance Company
Japan
$8.53M – – –
Nomura Asset Management
42
Nomura Asset Management
Japan
$8.37M -$90.4K -500 -1%
Brown Advisory
43
Brown Advisory
Maryland
$8.18M -$398K -2,202 -5%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$7.88M -$141K -782 -2%
MCM
45
MAI Capital Management
Ohio
$7.68M +$2.89K +16 +0%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$5.8M -$243K -1,343 -4%
AAF
47
Andra AP-fonden
Sweden
$5.75M – – –
Citigroup
48
Citigroup
New York
$5.39M -$517K -2,858 -9%
Barclays
49
Barclays
United Kingdom
$5.36M -$390K -2,157 -7%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$5.17M +$96K +531 +2%
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ERIE Hedge Fund Activity: Q3 2021 in Review

226 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q3 2021, worth a combined $3.01B — down 7.5% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ERIE positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $27.1M. The largest seller was Vanguard Group, cutting an estimated $28.7M.

  • 226 institutional investors held Erie Indemnity (ERIE) as of Q3 2021, up from 215 in Q2 2021.
  • Funds reported $3.01B of Erie Indemnity stock for Q3 2021, down 7.5% quarter-over-quarter.
  • 32 funds opened new Erie Indemnity positions in Q3 2021 and 19 closed out, a net change of +13 holders.
  • The largest Erie Indemnity buyer in Q3 2021 was Atlantic Union Bankshares, an estimated $27.1M added.
  • The largest Erie Indemnity seller in Q3 2021 was Vanguard Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2021.