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Erie Indemnity
ERIE

112 hedge funds and large institutions have $1.15B invested in Erie Indemnity in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

0% more funds holding

Funds holding: 112 → 112 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

6% less capital invested

Capital invested by funds: $1.22B → $1.15B (-$76.1M)

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
47
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.52M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.47M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.25M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.68M
5
Morgan Stanley
Morgan Stanley
New York
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13.9M
2
PAM
Panagora Asset Management
Massachusetts
-$2.12M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.73M
4
TCIM
TIAA CREF Investment Management
New York
-$1.54M
5
SIP
Stoneridge Investment Partners
Pennsylvania
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$1.33M +$513K +6,200 +62%
Citigroup
52
Citigroup
New York
$1.2M +$341K +4,114 +39%
BIM
53
BlackRock Investment Management
Delaware
$1.1M +$453K +5,472 +69%
GC
54
Guggenheim Capital
Illinois
$1.07M -$253K -3,051 -19%
Millennium Management
55
Millennium Management
New York
$1.03M +$1.03M +12,501 New
Bank of America
56
Bank of America
North Carolina
$935K +$182K +2,195 +24%
HK
57
Horizon Kinetics
New York
$919K +$138K +1,663 +17%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$917K -$63.1K -762 -6%
HSA
59
HBK Sorce Advisory
Pennsylvania
$890K +$898K +10,849 New
CB
60
Commerce Bank
Missouri
$859K -$99.3K -1,200 -10%
CS
61
Credit Suisse
Switzerland
$852K -$370K -4,465 -30%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$787K +$63.2K +763 +9%
Nisa Investment Advisors
63
Nisa Investment Advisors
Missouri
$763K +$513K +6,200 +200%
APCM
64
Arbiter Partners Capital Management
New York
$747K – – –
Principal Financial Group
65
Principal Financial Group
Iowa
$593K +$39.4K +476 +7%
Nomura Holdings
66
Nomura Holdings
Japan
$571K +$581K +7,013 New
CANC
67
Culbertson A N & Co
Virginia
$525K – – –
VIA
68
Vident Investment Advisory
Georgia
$485K +$17.8K +215 +4%
Citadel Advisors
69
Citadel Advisors
Florida
$470K -$1.73M -20,928 -78%
DC
70
Deere & Company
Illinois
$466K – – –
IRF
71
IBM Retirement Fund
New York
$462K -$21.4K -259 -4%
Barclays
72
Barclays
United Kingdom
$457K +$170K +2,057 +59%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$419K – – –
SIM
74
Spark Investment Management
New York
$417K – – –
URS
75
Utah Retirement Systems
Utah
$356K – – –
1 2
3
4 5

ERIE Hedge Fund Activity: Q2 2015 in Review

112 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q2 2015, worth a combined $1.15B — down 6.2% from $1.22B a quarter earlier.

Fund positioning in ERIE was balanced in Q2 2015: 9 funds opened new positions, 9 closed out, 47 added to existing stakes and 32 trimmed.

The largest buyer was UBS Group, adding an estimated $3.52M. The largest seller was Royce & Associates, cutting an estimated $13.9M.

  • 112 institutional investors held Erie Indemnity (ERIE) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $1.15B of Erie Indemnity stock for Q2 2015, down 6.2% quarter-over-quarter.
  • 9 funds opened new Erie Indemnity positions in Q2 2015 and 9 closed out, a net change of 0 holders.
  • The largest Erie Indemnity buyer in Q2 2015 was UBS Group, an estimated $3.52M added.
  • The largest Erie Indemnity seller in Q2 2015 was Royce & Associates, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2015.