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Erie Indemnity

398 hedge funds and large institutions have $7.12B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $15M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 119

8% more funds holding

Funds holding: 370398 (+28)

0.43% more ownership

Funds ownership: 36.98%37.41% (+0.43%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $9.05B → $7.12B (-$1.92B)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
147
Reduced
119
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Allegheny Financial Group
Pennsylvania
$27.1M +$67.6K +151 +0.2%
Truist Financial
27
Truist Financial
North Carolina
$25M -$448 -1 -0%
Citadel Advisors
28
Citadel Advisors
Florida
$25M +$15.1M +33,754 +125%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$23.3M -$1.44M -3,226 -5%
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
$21.8M +$23.6M +52,832 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$20.8M +$5.86M +13,088 +35%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$19.2M +$948K +2,117 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$15.7M -$97.1K -217 -0.6%
Teacher Retirement System of Texas
34
Teacher Retirement System of Texas
Texas
$15.3M +$7.39M +16,502 +80%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$15.2M +$10.6M +23,764 +181%
Mitsubishi UFJ Asset Management
36
Mitsubishi UFJ Asset Management
Japan
$15M -$11.8M -26,297 -42%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$15M +$245K +548 +2%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$14.7M +$15.7M +35,124 +5,825%
Principal Financial Group
39
Principal Financial Group
Iowa
$14M -$138K -309 -0.9%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$13.7M -$1.85M -4,122 -11%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$13M +$3.12M +6,970 +28%
EAM
42
Erste Asset Management
Austria
$12.3M -$3.13M -7,000 -19%
Man Group
43
Man Group
United Kingdom
$12M -$1.29M -2,885 -9%
MCM
44
MAI Capital Management
Ohio
$11.8M +$12.2M +27,199 +1,786%
Bank of America
45
Bank of America
North Carolina
$11.8M -$6.39M -14,269 -33%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$11.3M -$409K -914 -3%
AAF
47
Andra AP-fonden
Sweden
$11.1M +$5.46M +12,200 +82%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11M +$2.51M +5,599 +27%
ECM
49
ExodusPoint Capital Management
New York
$10.7M +$11.6M +25,914 New
WI
50
Wedgewood Investors
Pennsylvania
$10.4M -$44.8K -100 -0.4%

ERIE Hedge Fund Activity: Q4 2024 in Review

398 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2024, worth a combined $7.12B — down 21% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 47 closed out — a net gain of 35 holders — while 147 added to existing stakes and 119 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was BlackRock, cutting an estimated $76.1M.

  • 398 institutional investors held Erie Indemnity (ERIE) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $7.12B of Erie Indemnity stock for Q4 2024, down 21% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q4 2024 and 47 closed out, a net change of +35 holders.
  • The largest Erie Indemnity buyer in Q4 2024 was Invesco, an estimated $91.3M added.
  • The largest Erie Indemnity seller in Q4 2024 was BlackRock, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2024.