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Erie Indemnity

232 hedge funds and large institutions have $3.4B invested in Erie Indemnity in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

8% more capital invested

Capital invested by funds: $3.14B → $3.4B (+$266M)

7% more funds holding

Funds holding: 217232 (+15)

0.09% less ownership

Funds ownership: 35.25%35.15% (-0.09%)

62% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $3.63M

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
4.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
34
Increased
84
Reduced
70
Closed
19
Calls
$1.37M
Puts
$3.63M
Net Calls
-$2.26M
Net Calls Change
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$4.43M +$630 +3 +0%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$4.35M +$896K +4,268 +26%
Invesco
53
Invesco
Georgia
$4.13M -$17.6K -84 -0.4%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$4.12M -$1.73M -8,254 -30%
DILIC
55
Dai-ichi Life Insurance Company
Japan
$4.01M +$1.24M +5,927 +45%
Victory Capital Management
56
Victory Capital Management
Texas
$3.5M -$36.9K -176 -1%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.41M +$23.3K +111 +0.7%
Asset Management One
58
Asset Management One
Japan
$3.34M +$218K +1,040 +7%
Citigroup
59
Citigroup
New York
$3.26M +$137K +653 +4%
A
60
AustralianSuper
Australia
$3.13M -$346K -1,648 -10%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.07M +$218K +1,039 +8%
Bank of America
62
Bank of America
North Carolina
$2.72M -$279K -1,331 -9%
AAMU
63
Amundi Asset Management US
Massachusetts
$2.71M +$392K +1,869 +17%
HSA
64
HBK Sorce Advisory
Pennsylvania
$2.63M +$420 +2 +0%
Osaic Holdings
65
Osaic Holdings
Arizona
$2.59M +$51.8K +247 +2%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$2.57M
VOYA Investment Management
67
VOYA Investment Management
Georgia
$2.56M -$71.1K -339 -3%
SAM
68
Shell Asset Management
Netherlands
$2.47M +$38.4K +183 +2%
FAF
69
Fjarde Ap-fonden
Sweden
$2.33M +$210K +1,000 +10%
First Trust Advisors
70
First Trust Advisors
Illinois
$2.19M -$52.7M -251,219 -96%
N
71
Natixis
France
$2.16M +$995K +4,739 +85%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.12M +$141K +673 +7%
PAMU
73
Pictet Asset Management (UK)
United Kingdom
$2.1M -$224K -1,065 -10%
TRSOTSOK
74
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$2.07M +$2.06M +9,825 New