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Erie Indemnity

217 hedge funds and large institutions have $3.14B invested in Erie Indemnity in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

30% more capital invested

Capital invested by funds: $2.41B → $3.14B (+$728M)

4% more funds holding

Funds holding: 208217 (+9)

9% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $4.56M

0.12% more ownership

Funds ownership: 35.13%35.25% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
67
Reduced
83
Closed
26
Calls
$4.99M
Puts
$4.56M
Net Calls
+$424K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$4.04M +$880 +5 +0%
Invesco
52
Invesco
Georgia
$3.79M -$1.94M -11,031 -36%
Victory Capital Management
53
Victory Capital Management
Texas
$3.22M -$7.15M -40,636 -71%
A
54
AustralianSuper
Australia
$3.18M +$188K +1,068 +7%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$3.15M +$126K +715 +5%
Citadel Advisors
56
Citadel Advisors
Florida
$3.14M -$4.18M -23,726 -59%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.09M -$233K -1,323 -8%
Citigroup
58
Citigroup
New York
$2.85M +$1.17M +6,670 +81%
Asset Management One
59
Asset Management One
Japan
$2.85M +$109K +622 +4%
Bank of America
60
Bank of America
North Carolina
$2.74M -$1.97M -11,190 -44%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.6M -$2.46K -14 -0.1%
DILIC
62
Dai-ichi Life Insurance Company
Japan
$2.52M +$289K +1,643 +14%
Barclays
63
Barclays
United Kingdom
$2.45M +$788K +4,477 +54%
HSA
64
HBK Sorce Advisory
Pennsylvania
$2.4M +$225K +1,277 +11%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$2.4M +$748K +4,251 +52%
UBS Group
66
UBS Group
Switzerland
$2.36M +$575K +3,269 +36%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$2.34M +$581K +3,300 +37%
Osaic Holdings
68
Osaic Holdings
Arizona
$2.32M -$10.7K -61 -0.5%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$2.26M -$484K -2,752 -19%
SAM
70
Shell Asset Management
Netherlands
$2.22M +$1.4M +7,928 +217%
PAMU
71
Pictet Asset Management (UK)
United Kingdom
$2.12M +$135K +765 +7%
AAMU
72
Amundi Asset Management US
Massachusetts
$2.12M +$559K +3,174 +40%
SAM
73
Storebrand Asset Management
Norway
$2.03M -$169K -960 -8%
SEI Investments
74
SEI Investments
Pennsylvania
$2.01M -$945K -5,369 -33%
FAF
75
Fjarde Ap-fonden
Sweden
$1.94M