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Erie Indemnity

214 hedge funds and large institutions have $3.1B invested in Erie Indemnity in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 57

1.45% more ownership

Funds ownership: 34.77%36.22% (+1.5%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% more funds holding

Funds holding: 212214 (+2)

24% less capital invested

Capital invested by funds: $4.08B → $3.1B (-$978M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

94% less call options, than puts

Call options by funds: $390K | Put options by funds: $6.21M

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
57
Closed
37
Calls
$390K
Puts
$6.21M
Net Calls
-$5.82M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
51
British Columbia Investment Management
British Columbia, Canada
$5.21M +$4.74M +20,861 +289%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$4.92M -$86.3K -380 -1%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$4.67M -$5.59M -24,615 -49%
Man Group
54
Man Group
United Kingdom
$4.67M +$3.36M +14,786 +143%
UBS Group
55
UBS Group
Switzerland
$4.33M -$640K -2,820 -11%
AAF
56
Andra AP-fonden
Sweden
$3.95M +$1.88M +8,300 +64%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.95M +$763K +3,361 +19%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.88M +$3.3M +14,550 +229%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$3.85M +$472K +2,078 +11%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$3.84M -$144K -632 -3%
Truist Financial
61
Truist Financial
North Carolina
$3.72M +$4.55M +20,050 New
KBC Group
62
KBC Group
Belgium
$3.67M +$1.28M +5,615 +40%
BAMF
63
BI Asset Management Fondsmaeglerselskab
Denmark
$3.61M +$4.42M +19,450 New
SEI Investments
64
SEI Investments
Pennsylvania
$3.26M -$247K -1,088 -6%
Asset Management One
65
Asset Management One
Japan
$3.22M +$1.33M +5,871 +51%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$3.14M +$3.84M +16,900 New
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$3.11M -$283K -1,246 -7%
Millennium Management
68
Millennium Management
New York
$3.04M +$3.1M +13,642 +498%
LOAMS
69
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.92M +$2.7M +11,885 +311%
Ameriprise
70
Ameriprise
Minnesota
$2.64M -$231K -1,019 -7%
ACI
71
AMP Capital Investors
Australia
$2.51M +$2.55M +11,220 +460%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$2.46M +$1.68M +7,404 +126%
AIL
73
AGF Investments LLC
Ontario, Canada
$2.35M -$724K -3,187 -20%
HSA
74
HBK Sorce Advisory
Pennsylvania
$2.28M -$712K -3,134 -20%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$2.23M +$820K +3,610 +43%