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Erie Indemnity

398 hedge funds and large institutions have $7.12B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $15M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 119

8% more funds holding

Funds holding: 370398 (+28)

0.43% more ownership

Funds ownership: 36.98%37.41% (+0.43%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $9.05B → $7.12B (-$1.92B)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
147
Reduced
119
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$10.3M -$530K -1,183 -5%
Amundi
52
Amundi
France
$10.2M -$4.52M -10,096 -28%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$9.96M -$4.6M -10,283 -30%
PI
54
PineBridge Investments
New York
$9.87M +$9.17M +20,491 +592%
Citigroup
55
Citigroup
New York
$9.78M -$6.54M -14,603 -38%
RA
56
Royce & Associates
New York
$9.32M
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$8.62M +$1.16M +2,592 +14%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$8.54M +$908K +2,029 +11%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$8.42M +$6.87M +15,350 +302%
Renaissance Technologies
60
Renaissance Technologies
New York
$7.74M +$3.49M +7,800 +71%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$7.71M -$5.41M -12,094 -39%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$7.44M -$5.37M -12,000 -40%
SLAM
63
Swiss Life Asset Management
$7.44M +$7.38M +16,476 +1,040%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.43M +$6.53M +14,591 +426%
VA
65
Vident Advisory
Georgia
$7.17M +$3.68M +8,210 +90%
GAM
66
Gotham Asset Management
New York
$7.06M -$164K -366 -2%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$7M +$7.61M +16,992 New
Capital Fund Management (CFM)
68
Capital Fund Management (CFM)
France
$6.86M +$7.45M +16,637 New
HSA
69
HBK Sorce Advisory
Pennsylvania
$6.81M +$136K +304 +2%
Squarepoint
70
Squarepoint
New York
$6.76M +$7.04M +15,721 +2,343%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$6.73M +$396K +885 +6%
AllianceBernstein
72
AllianceBernstein
Tennessee
$6.62M -$134K -300 -2%
Canada Life
73
Canada Life
Manitoba, Canada
$6.61M -$1.87M -4,177 -21%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$6.51M +$5.07M +11,326 +254%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.33M +$20.1K +45 +0.3%

ERIE Hedge Fund Activity: Q4 2024 in Review

398 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2024, worth a combined $7.12B — down 21% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 47 closed out — a net gain of 35 holders — while 147 added to existing stakes and 119 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was BlackRock, cutting an estimated $76.1M.

  • 398 institutional investors held Erie Indemnity (ERIE) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $7.12B of Erie Indemnity stock for Q4 2024, down 21% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q4 2024 and 47 closed out, a net change of +35 holders.
  • The largest Erie Indemnity buyer in Q4 2024 was Invesco, an estimated $91.3M added.
  • The largest Erie Indemnity seller in Q4 2024 was BlackRock, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2024.