Erie Indemnity
ERIE
247 hedge funds and large institutions have $3.28B invested in Erie Indemnity in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 20 closing their positions.
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
9% more funds holding
Funds holding: 226 → 247 (+21)
9% more capital invested
Capital invested by funds: $3.01B → $3.28B (+$261M)
0.22% more ownership
Funds ownership: 36.69% → 36.91% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less call options, than puts
Call options by funds: $2.5M | Put options by funds: $2.73M
24% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$36.2M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$23.1M |
| 3 |
Millennium Management
New York
|
+$10.3M |
| 4 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$4.66M |
| 5 |
Goldman Sachs
New York
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$8.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.43M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$4.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.29M |
| 5 |
Jane Street
New York
|
-$4.22M |
ERIE Hedge Fund Activity: Q4 2021 in Review
247 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2021, worth a combined $3.28B — up 8.7% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ERIE positions and 20 closed out — a net gain of 23 holders — while 71 added to existing stakes and 94 trimmed.
The largest buyer was BlackRock, adding an estimated $36.2M. The largest seller was New York State Common Retirement Fund, cutting an estimated $8.93M.
- 247 institutional investors held Erie Indemnity (ERIE) as of Q4 2021, up from 226 in Q3 2021.
- Funds reported $3.28B of Erie Indemnity stock for Q4 2021, up 8.7% quarter-over-quarter.
- 43 funds opened new Erie Indemnity positions in Q4 2021 and 20 closed out, a net change of +23 holders.
- The largest Erie Indemnity buyer in Q4 2021 was BlackRock, an estimated $36.2M added.
- The largest Erie Indemnity seller in Q4 2021 was New York State Common Retirement Fund, an estimated $8.93M sold.
Based on aggregated 13F filings for Q4 2021.