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Erie Indemnity
ERIE

301 hedge funds and large institutions have $4.97B invested in Erie Indemnity in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 80 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 48

48% more capital invested

Capital invested by funds: $3.37B → $4.97B (+$1.61B)

8% more funds holding

Funds holding: 279 → 301 (+22)

1% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $29.1M

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.17% less ownership

Funds ownership: 37.74% → 36.56% (-1.2%)

29% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 113

Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
71
Increased
80
Reduced
113
Closed
48
Calls
$29.3M
Puts
$29.1M
Net Calls
+$235K
Net Calls Change
-$1.34M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$282M
2
State Street
State Street
Massachusetts
+$72.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.3M
4
Principal Financial Group
Principal Financial Group
Iowa
+$23.3M
5
Northern Trust
Northern Trust
Illinois
+$19M

Top Sellers

Rank Fund Capital Flow
1
BCIM
Bishop & Co Investment Management
Pennsylvania
-$377M
2
Franklin Resources
Franklin Resources
California
-$61M
3
Millennium Management
Millennium Management
New York
-$50.4M
4
First Trust Advisors
First Trust Advisors
Illinois
-$24.3M
5
HF
HRT Financial
New York
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$3.92M +$3.45M +13,345 New
HSA
77
HBK Sorce Advisory
Pennsylvania
$3.85M -$18.9K -73 -0.6%
Allianz Asset Management
78
Allianz Asset Management
Germany
$3.83M -$59K -228 -2%
AB
79
Amalgamated Bank
New York
$3.56M +$3.13M +12,099 New
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$3.4M -$59.2K -229 -2%
YCM
81
Yousif Capital Management
Michigan
$3.39M +$2.99M +11,550 New
Asset Management One
82
Asset Management One
Japan
$3.37M -$16.8K -65 -0.6%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$3.26M +$2.87M +11,093 New
AM
84
AGF Management
Ontario, Canada
$3.18M -$1.36M -5,258 -33%
BA
85
Bridgewater Associates
Connecticut
$3.16M +$1.44M +5,585 +108%
IIM
86
INTECH Investment Management
Florida
$3.09M +$2.72M +10,511 New
TI
87
Trexquant Investment
Connecticut
$3.03M +$502K +1,940 +23%
FUBT
88
First United Bank & Trust
Maryland
$2.94M – – –
AIM
89
Achmea Investment Management
Netherlands
$2.93M +$2.18M +8,443 +553%
Brown Advisory
90
Brown Advisory
Maryland
$2.89M -$44.7K -173 -2%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$2.72M -$51.7K -200 -2%
Creative Planning
92
Creative Planning
Kansas
$2.7M -$46.8K -181 -2%
Pictet Asset Management
93
Pictet Asset Management
Switzerland
$2.6M +$2.29M +8,844 New
HF
94
HRT Financial
New York
$2.55M -$19.9M -77,142 -90%
OPERF
95
Oregon Public Employees Retirement Fund
Oregon
$2.47M +$1.64M +6,360 +313%
T
96
TOBAM
France
$2.45M +$167K +647 +8%
WorldQuant Millennium Advisors
97
WorldQuant Millennium Advisors
New York
$2.44M +$2.15M +8,317 New
CSS
98
Cubist Systematic Strategies
Connecticut
$2.36M -$19.6M -75,851 -90%
JF
99
Jump Financial
Illinois
$2.27M -$2.57M -9,930 -56%
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$2.16M -$720K -2,784 -27%
2 3
4
5 6

ERIE Hedge Fund Activity: Q3 2023 in Review

301 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q3 2023, worth a combined $4.97B — up 48% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ERIE positions and 48 closed out — a net gain of 23 holders — while 80 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, adding an estimated $282M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $377M sold.

  • 301 institutional investors held Erie Indemnity (ERIE) as of Q3 2023, up from 279 in Q2 2023.
  • Funds reported $4.97B of Erie Indemnity stock for Q3 2023, up 48% quarter-over-quarter.
  • 71 funds opened new Erie Indemnity positions in Q3 2023 and 48 closed out, a net change of +23 holders.
  • The largest Erie Indemnity buyer in Q3 2023 was BlackRock, an estimated $282M added.
  • The largest Erie Indemnity seller in Q3 2023 was Bishop & Co Investment Management, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2023.