Erie Indemnity
ERIE
114 hedge funds and large institutions have $1.03B invested in Erie Indemnity in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 13 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
1% more funds holding
Funds holding: 113 → 114 (+1)
0% more capital invested
Capital invested by funds: $1.02B → $1.03B (+$2.1M)
19% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.66M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.31M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$1.17M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$935K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.22M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$4.91M |
| 3 |
RA
Royce & Associates
New York
|
-$4.53M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.14M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$1.54M |
ERIE Hedge Fund Activity: Q4 2013 in Review
114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2013, worth a combined $1.03B — up 0.21% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ERIE positions and 13 closed out — a net gain of 1 holder — while 34 added to existing stakes and 42 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.66M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.22M sold.
- 114 institutional investors held Erie Indemnity (ERIE) as of Q4 2013, up from 113 in Q3 2013.
- Funds reported $1.03B of Erie Indemnity stock for Q4 2013, up 0.21% quarter-over-quarter.
- 14 funds opened new Erie Indemnity positions in Q4 2013 and 13 closed out, a net change of +1 holder.
- The largest Erie Indemnity buyer in Q4 2013 was Vanguard Group, an estimated $3.66M added.
- The largest Erie Indemnity seller in Q4 2013 was Schroder Investment Management Group, an estimated $6.22M sold.
Based on aggregated 13F filings for Q4 2013.