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Erie Indemnity
ERIE

114 hedge funds and large institutions have $1.03B invested in Erie Indemnity in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 113 → 114 (+1)

0% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$2.1M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
14
Increased
34
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.66M
2
Invesco
Invesco
Georgia
+$2.31M
3
Northern Trust
Northern Trust
Illinois
+$1.17M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07M
5
Citadel Advisors
Citadel Advisors
Florida
+$935K

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.22M
2
AL
AJO LP
Pennsylvania
-$4.91M
3
RA
Royce & Associates
New York
-$4.53M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.14M
5
JHIU
Janus Henderson Investors US
Colorado
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
76
Huntington National Bank
Ohio
$292K – – –
Goldman Sachs
77
Goldman Sachs
New York
$262K -$310K -4,346 -55%
BA
78
BlackRock Advisors
Delaware
$259K +$9.27K +130 +4%
YMRC
79
Yorktown Management & Research Company
Virginia
$256K – – –
Millennium Management
80
Millennium Management
New York
$251K -$332K -4,662 -58%
CC
81
Courier Capital
New York
$219K – – –
Allianz Asset Management
82
Allianz Asset Management
Germany
$219K +$7.13K +100 +3%
Nomura Holdings
83
Nomura Holdings
Japan
$214K -$151K -2,124 -42%
MSA
84
Mason Street Advisors
Wisconsin
$214K -$4.99K -70 -2%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$211K -$515K -7,217 -71%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$206K -$390K -5,476 -66%
AB
87
Amalgamated Bank
New York
$206K +$201K +2,823 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$194K +$189K +2,654 New
PL
89
Parkwood LLC
Ohio
$188K +$183K +2,568 New
US Bancorp
90
US Bancorp
Minnesota
$174K -$160K -2,240 -48%
Citigroup
91
Citigroup
New York
$156K -$300K -4,206 -66%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$155K +$143 +2 +0.1%
BlackRock
93
BlackRock
New York
$138K +$71 +1 +0.1%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$125K – – –
U
95
UBS
Switzerland
$94K +$45.6K +640 +98%
Wells Fargo
96
Wells Fargo
California
$88K +$71 +1 +0.1%
Barclays
97
Barclays
United Kingdom
$76K -$124K -1,737 -63%
Fuller & Thaler Asset Management
98
Fuller & Thaler Asset Management
California
$73K – – –
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$69K +$66.8K +937 New
SOADOR
100
State of Alaska Department of Revenue
Alaska
$65K – – –
2 3
4
5 6

ERIE Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2013, worth a combined $1.03B — up 0.21% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ERIE positions and 13 closed out — a net gain of 1 holder — while 34 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.66M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.22M sold.

  • 114 institutional investors held Erie Indemnity (ERIE) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $1.03B of Erie Indemnity stock for Q4 2013, up 0.21% quarter-over-quarter.
  • 14 funds opened new Erie Indemnity positions in Q4 2013 and 13 closed out, a net change of +1 holder.
  • The largest Erie Indemnity buyer in Q4 2013 was Vanguard Group, an estimated $3.66M added.
  • The largest Erie Indemnity seller in Q4 2013 was Schroder Investment Management Group, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2013.