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Erie Indemnity
ERIE

116 hedge funds and large institutions have $1.26B invested in Erie Indemnity in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $1.07B → $1.26B (+$198M)

6% more funds holding

Funds holding: 109 → 116 (+7)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
18
Increased
38
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.16M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.33M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.17M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.13M
5
PPA
Parametric Portfolio Associates
Washington
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13.1M
2
CRM
Capital Returns Management
New York
-$5.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.92M
4
Franklin Resources
Franklin Resources
California
-$1.52M
5
PAM
Panagora Asset Management
Massachusetts
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
76
Huntington National Bank
Ohio
$363K – – –
BA
77
BlackRock Advisors
Delaware
$332K -$3.41K -40 -1%
OAC
78
OMERS Administration Corp
Ontario, Canada
$327K +$307K +3,600 New
Allianz Asset Management
79
Allianz Asset Management
Germany
$281K -$34.1K -400 -11%
YMRC
80
Yorktown Management & Research Company
Virginia
$272K -$42.6K -500 -14%
CC
81
Courier Capital
New York
$272K – – –
PP
82
Paloma Partners
Connecticut
$270K +$254K +2,977 New
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$254K – – –
AB
84
Amalgamated Bank
New York
$242K +$341 +4 +0.2%
MSA
85
Mason Street Advisors
Wisconsin
$240K -$11.1K -130 -5%
ZIM
86
Zacks Investment Management
Illinois
$211K +$198K +2,323 New
Prudential Financial
87
Prudential Financial
New Jersey
$203K +$191K +2,236 New
UBS AM
88
UBS AM
Illinois
$201K +$188K +2,212 New
SCP
89
Syntal Capital Partners
Texas
$188K +$177K +2,074 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$186K +$69.2K +812 +65%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$156K +$3.92K +46 +3%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$148K +$116K +1,360 +513%
GS
93
GAM Systematic
United Kingdom
$121K +$114K +1,335 New
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$106K +$87.2K +1,023 +710%
NES
95
New England Securities
New York
$100K – – –
US Bancorp
96
US Bancorp
Minnesota
$87K -$6.13K -72 -7%
Fuller & Thaler Asset Management
97
Fuller & Thaler Asset Management
California
$82K +$76.7K +900 New
NFG
98
Next Financial Group
Texas
$79K – – –
BG
99
BlackRock Group
United Kingdom
$78K – – –
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$71K -$1.11K -13 -2%
1 2 3
4
5

ERIE Hedge Fund Activity: Q4 2014 in Review

116 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2014, worth a combined $1.26B — up 19% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ERIE positions and 8 closed out — a net gain of 10 holders — while 38 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.16M. The largest seller was Royce & Associates, cutting an estimated $13.1M.

  • 116 institutional investors held Erie Indemnity (ERIE) as of Q4 2014, up from 109 in Q3 2014.
  • Funds reported $1.26B of Erie Indemnity stock for Q4 2014, up 19% quarter-over-quarter.
  • 18 funds opened new Erie Indemnity positions in Q4 2014 and 8 closed out, a net change of +10 holders.
  • The largest Erie Indemnity buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $4.16M added.
  • The largest Erie Indemnity seller in Q4 2014 was Royce & Associates, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2014.