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Erie Indemnity

214 hedge funds and large institutions have $3.1B invested in Erie Indemnity in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 57

1.45% more ownership

Funds ownership: 34.77%36.22% (+1.5%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% more funds holding

Funds holding: 212214 (+2)

24% less capital invested

Capital invested by funds: $4.08B → $3.1B (-$978M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

94% less call options, than puts

Call options by funds: $390K | Put options by funds: $6.21M

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
57
Closed
37
Calls
$390K
Puts
$6.21M
Net Calls
-$5.82M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
76
Oregon Public Employees Retirement Fund
Oregon
$2.12M +$318K +1,400 +14%
Voloridge Investment Management
77
Voloridge Investment Management
Florida
$2.1M +$2.58M +11,341 New
HSBC Holdings
78
HSBC Holdings
United Kingdom
$2.09M +$1.36M +5,968 +113%
FAF
79
Fjarde Ap-fonden
Sweden
$2.06M +$45.4K +200 +2%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$1.99M +$204K +900 +9%
SG Americas Securities
81
SG Americas Securities
New York
$1.93M +$193K +851 +9%
Citigroup
82
Citigroup
New York
$1.93M +$1.16M +5,129 +97%
AAMU
83
Amundi Asset Management US
Massachusetts
$1.89M +$271K +1,194 +13%
WG
84
Winton Group
United Kingdom
$1.81M +$1.32M +5,822 +148%
DCM
85
Donaldson Capital Management
Indiana
$1.78M +$2.18M +9,589 New
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$1.78M -$139K -610 -6%
A
87
AustralianSuper
Australia
$1.7M +$2.08M +9,173 New
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.6M +$20K +88 +1%
HIMCH
89
Hartford Investment Management Co (HIMCO)
Connecticut
$1.58M +$1.6M +7,040 +480%
CI Investments Inc
90
CI Investments Inc
Ontario, Canada
$1.57M +$1.92M +8,455 New
SBSB
91
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.57M
Allianz Asset Management
92
Allianz Asset Management
Germany
$1.54M -$850K -3,745 -31%
Invesco
93
Invesco
Georgia
$1.51M -$2.56M -11,258 -58%
JIM
94
Jupiter Investment Management
United Kingdom
$1.51M +$1.84M +8,118 New
AG
95
Advisor Group
Arizona
$1.5M -$99.7K -439 -5%
S
96
Seeyond
France
$1.47M +$190K +835 +12%
BF
97
BOK Financial
Oklahoma
$1.45M +$883K +3,890 +99%
Holocene Advisors
98
Holocene Advisors
New York
$1.42M +$1.74M +7,641 New
ARTA
99
A.R.T. Advisors
New York
$1.42M +$931K +4,100 +116%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$1.4M +$1.03M +4,547 +153%