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Erie Indemnity

ERIE

Market cap $11B

370 hedge funds and large institutions have $9.05B invested in Erie Indemnity in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New

Increased

Maintained

Reduced

Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

265% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $10.3M

49% more capital invested

Capital invested by funds: $6.06B → $9.05B (+$2.98B)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more funds holding

Funds holding: 310 → 370 (+60)

0.75% more ownership

Funds ownership: 36.23% → 36.98% (+0.75%)

5% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 124

Holders

370

Holders Change

+60

Holders Change %

+19.35%

% of All Funds

5.31%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+20%

% of All Funds

0.09%

New

Increased

118

Reduced

124

Closed

Calls

$37.6M

Puts

$10.3M

Net Calls

+$27.3M

Net Calls Change

+$5.93M

Top Buyers

1	Vanguard Group Malvern, Pennsylvania	+$196M
2	State Street Boston, Massachusetts	+$152M
3	IAIM International Assets Investment Management Orlando, Florida	+$140M
4	Geode Capital Management Boston, Massachusetts	+$104M
5	Barclays London, United Kingdom	+$30.9M

Top Sellers

1	BlackRock New York	-$290M
2	First Trust Advisors Wheaton, Illinois	-$57.2M
3	ProShare Advisors Bethesda, Maryland	-$34.8M
4	Bank of New York Mellon New York	-$27.3M
5	Franklin Resources San Mateo, California	-$26M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
51	51 Ensign Peak Advisors Salt Lake City, Utah	$13.2M	-$2.7M	-5,940	-20%
52	52 Adage Capital Partners Boston, Massachusetts	$12.7M	+$10.7M	+23,500	New
53	RA 53 Royce & Associates New York	$12.2M	–	–	–
54	54 Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$11.3M	+$9.56M	+21,000	New
55	55 Teacher Retirement System of Texas Austin, Texas	$11.1M	+$9.06M	+19,900	+3,139%
56	56 SG Americas Securities New York	$11M	+$2.54M	+5,577	+37%
57	57 Canada Life Winnipeg, Manitoba, Canada	$10.9M	-$4.68M	-10,273	-34%
58	58 Prudential Financial Newark, New Jersey	$10.6M	+$7.6M	+16,700	+571%
59	59 Royal Bank of Canada Toronto, Ontario, Canada	$10.1M	+$7.71M	+16,930	+959%
60	60 State of Wisconsin Investment Board Madison, Wisconsin	$9.89M	+$1.23M	+2,706	+17%
61	61 Asset Management One Tokyo, Japan	$9.84M	+$111K	+244	+1%
62	GAM 62 Gotham Asset Management New York	$9.45M	-$841K	-1,847	-10%
63	63 AllianceBernstein Nashville, Tennessee	$8.84M	-$4.46M	-9,793	-37%
64	SPS 64 Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$8.8M	-$12.7M	-27,861	-63%
65	HSA 65 HBK Sorce Advisory Erie, Pennsylvania	$8.75M	-$305K	-671	-4%
66	66 Russell Investments Group London, United Kingdom	$8.34M	+$124K	+272	+2%
67	67 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.26M	-$889K	-1,952	-11%
68	68 Pictet Asset Management Carouge, Switzerland	$8.26M	+$457K	+1,005	+7%
69	AAF 69 Andra AP-fonden Goteborg, Sweden	$7.99M	-$5.69M	-12,500	-46%
70	70 SEI Investments Oaks, Pennsylvania	$7.53M	-$89.2K	-196	-1%
71	FAF 71 Fjarde Ap-fonden Stockholm, Sweden	$7.37M	+$6.22M	+13,654	New
72	72 Chevy Chase Trust Bethesda, Maryland	$7.22M	+$6.09M	+13,374	New
73	73 Fidelity Investments Boston, Massachusetts	$7.08M	+$4.96M	+10,896	+491%
74	74 National Bank of Canada Montreal, Quebec, Canada	$6.89M	+$5.75M	+12,637	+10,709%
75	RAM 75 Resona Asset Management Koto-Ku,tokyo, Japan	$6.76M	+$8.19K	+18	+0.1%