We are live on ! Find out more
ERIE icon

Erie Indemnity
ERIE

286 hedge funds and large institutions have $4.03B invested in Erie Indemnity in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $1.24M

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 77

15% more funds holding

Funds holding: 248 → 286 (+38)

10% more capital invested

Capital invested by funds: $3.67B → $4.03B (+$353M)

0.06% more ownership

Funds ownership: 36.42% → 36.48% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
117
Reduced
77
Closed
13
Calls
$10.4M
Puts
$1.24M
Net Calls
+$9.2M
Net Calls Change
+$10M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$29.9M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$28.7M
3
Morgan Stanley
Morgan Stanley
New York
+$19.5M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$17M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$62.2M
2
APG Asset Management
APG Asset Management
Netherlands
-$19.6M
3
JP Morgan Chase
JP Morgan Chase
New York
-$14.5M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$11.6M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$2.9M +$122K +474 +4%
Mackenzie Financial
77
Mackenzie Financial
Ontario, Canada
$2.82M +$2.91M +11,330 New
IIM
78
INTECH Investment Management
Florida
$2.81M -$310K -1,206 -10%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$2.77M +$210K +815 +8%
Brown Advisory
80
Brown Advisory
Maryland
$2.76M -$174K -675 -6%
PAMS
81
Pictet Asset Management (Switzerland)
Switzerland
$2.75M +$742K +2,886 +35%
SFI
82
Susquehanna Fundamental Investments
Pennsylvania
$2.71M +$285K +1,109 +11%
Treasurer of the State of North Carolina
83
Treasurer of the State of North Carolina
North Carolina
$2.71M +$36K +140 +1%
KBC Group
84
KBC Group
Belgium
$2.67M +$1.77M +6,882 +179%
FUBT
85
First United Bank & Trust
Maryland
$2.49M – – –
Principal Financial Group
86
Principal Financial Group
Iowa
$2.47M +$32.7K +127 +1%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$2.45M +$1.51M +5,881 +148%
S
88
Seeyond
France
$2.4M +$271K +1,054 +12%
CSS
89
Cubist Systematic Strategies
Connecticut
$2.38M +$2.06M +8,007 +510%
DCM
90
Donaldson Capital Management
Indiana
$2.35M – – –
Creative Planning
91
Creative Planning
Kansas
$2.33M +$119K +461 +5%
T
92
TOBAM
France
$2.31M +$2.3M +8,933 +2,475%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$2.06M +$638K +2,481 +43%
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$2.03M +$772K +2,999 +58%
OPERF
95
Oregon Public Employees Retirement Fund
Oregon
$2.02M +$1.5M +5,836 +254%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.91M -$105K -408 -5%
WG
97
Winton Group
United Kingdom
$1.89M -$403K -1,565 -17%
Marshall Wace
98
Marshall Wace
United Kingdom
$1.87M +$1.64M +6,372 +558%
ASRS
99
Arizona State Retirement System
Arizona
$1.79M +$55.3K +215 +3%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$1.79M +$1.52M +5,900 +457%
2 3
4
5 6

ERIE Hedge Fund Activity: Q4 2022 in Review

286 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2022, worth a combined $4.03B — up 9.6% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ERIE positions and 13 closed out — a net gain of 41 holders — while 117 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $29.9M. The largest seller was First Trust Advisors, cutting an estimated $62.2M.

  • 286 institutional investors held Erie Indemnity (ERIE) as of Q4 2022, up from 248 in Q3 2022.
  • Funds reported $4.03B of Erie Indemnity stock for Q4 2022, up 9.6% quarter-over-quarter.
  • 54 funds opened new Erie Indemnity positions in Q4 2022 and 13 closed out, a net change of +41 holders.
  • The largest Erie Indemnity buyer in Q4 2022 was BlackRock, an estimated $29.9M added.
  • The largest Erie Indemnity seller in Q4 2022 was First Trust Advisors, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2022.