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Erie Indemnity

227 hedge funds and large institutions have $4.13B invested in Erie Indemnity in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,329% more call options, than puts

Call options by funds: $343K | Put options by funds: $24K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$725M)

11% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 75

1.24% more ownership

Funds ownership: 35.15%36.4% (+1.2%)

2% less funds holding

Funds holding: 232227 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

Holders
227
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
83
Reduced
75
Closed
35
Calls
$343K
Puts
$24K
Net Calls
+$319K
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
76
Winton Group
United Kingdom
$2.57M -$5.14M -22,012 -68%
Rafferty Asset Management
77
Rafferty Asset Management
New York
$2.56M +$407K +1,744 +20%
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$2.53M +$70K +300 +3%
SAM
79
Shell Asset Management
Netherlands
$2.51M -$362K -1,550 -13%
OSIA
80
O'Shares Investment Advisers
Massachusetts
$2.4M +$164K +701 +8%
Teacher Retirement System of Texas
81
Teacher Retirement System of Texas
Texas
$2.38M +$493K +2,113 +28%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$2.37M -$50.6K -217 -2%
DCM
83
Donaldson Capital Management
Indiana
$2.35M
Treasurer of the State of North Carolina
84
Treasurer of the State of North Carolina
North Carolina
$2.27M +$4.67K +20 +0.2%
NAM
85
Nissay Asset Management
Japan
$2.2M +$1.63K +7 +0.1%
SGI
86
Summit Global Investments
Utah
$2.19M +$246K +1,056 +13%
SEI Investments
87
SEI Investments
Pennsylvania
$2.12M -$353K -1,514 -15%
Man Group
88
Man Group
United Kingdom
$2.06M +$1.48M +6,333 +308%
SAM
89
Storebrand Asset Management
Norway
$2M -$198K -848 -9%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$1.82M +$1.73M +7,396 New
SBSB
91
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.79M
ASRS
92
Arizona State Retirement System
Arizona
$1.79M -$104K -445 -6%
Bank of America
93
Bank of America
North Carolina
$1.78M -$1.32M -5,652 -44%
OTPPB
94
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.74M +$1.65M +7,089 New
SO
95
STRS Ohio
Ohio
$1.69M +$1.61M +6,882 New
BCIM
96
Bishop & Co Investment Management
Pennsylvania
$1.63M
Russell Investments Group
97
Russell Investments Group
United Kingdom
$1.6M +$126K +538 +9%
GIBU
98
Gulf International Bank (UK)
United Kingdom
$1.57M
CANC
99
Culbertson A N & Co
Virginia
$1.55M -$51.3K -220 -3%
KAS
100
Kestra Advisory Services
Texas
$1.49M +$1.41M +6,049 +31,837%