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Erie Indemnity

217 hedge funds and large institutions have $3.14B invested in Erie Indemnity in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

30% more capital invested

Capital invested by funds: $2.41B → $3.14B (+$728M)

4% more funds holding

Funds holding: 208217 (+9)

9% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $4.56M

0.12% more ownership

Funds ownership: 35.13%35.25% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
67
Reduced
83
Closed
26
Calls
$4.99M
Puts
$4.56M
Net Calls
+$424K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$1.94M -$187K -1,060 -10%
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$1.92M +$1.76M +10,000 New
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$1.9M
DCM
79
Donaldson Capital Management
Indiana
$1.84M
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.81M -$137K -778 -8%
Treasurer of the State of North Carolina
81
Treasurer of the State of North Carolina
North Carolina
$1.77M -$165K -940 -9%
SLAM
82
Swiss Life Asset Management
$1.69M +$1,000K +5,680 +183%
NAM
83
Nissay Asset Management
Japan
$1.67M +$963K +5,474 +169%
Holocene Advisors
84
Holocene Advisors
New York
$1.45M -$715K -4,064 -35%
Assenagon Asset Management
85
Assenagon Asset Management
Luxembourg
$1.42M
SBSB
86
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.4M -$12.3K -70 -1%
BAMF
87
BI Asset Management Fondsmaeglerselskab
Denmark
$1.4M -$2.43M -13,811 -65%
BCIM
88
Bishop & Co Investment Management
Pennsylvania
$1.32M
AIL
89
AGF Investments LLC
Ontario, Canada
$1.32M +$251K +1,424 +26%
American Century Companies
90
American Century Companies
Missouri
$1.29M +$1.18M +6,727 New
S
91
Seeyond
France
$1.28M -$209K -1,185 -15%
CANC
92
Culbertson A N & Co
Virginia
$1.25M +$21.1K +120 +2%
SGI
93
Summit Global Investments
Utah
$1.25M +$1.14M +6,500 New
KBC Group
94
KBC Group
Belgium
$1.23M -$1.23M -6,999 -52%
GIBU
95
Gulf International Bank (UK)
United Kingdom
$1.23M
AAM
96
Advisors Asset Management
Colorado
$1.16M -$168K -956 -14%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$1.15M -$470K -2,671 -31%
Creative Planning
98
Creative Planning
Kansas
$1.14M
ASRS
99
Arizona State Retirement System
Arizona
$1.14M +$12.7K +72 +1%
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.11M +$563K +3,200 +123%