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Erie Indemnity
ERIE

226 hedge funds and large institutions have $3.01B invested in Erie Indemnity in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.14M

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 215 → 226 (+11)

0.09% more ownership

Funds ownership: 36.6% → 36.69% (+0.09%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

7% less capital invested

Capital invested by funds: $3.26B → $3.01B (-$244M)

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
32
Increased
73
Reduced
75
Closed
19
Calls
$2.46M
Puts
$1.14M
Net Calls
+$1.32M
Net Calls Change
-$1.66M

Top Buyers

1
AUB
Atlantic Union Bankshares
Virginia
+$27.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.4M
3
UBS AM
UBS AM
Illinois
+$12.2M
4
BlackRock
BlackRock
New York
+$10.6M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$8.65M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$28.7M
2
MAM
Martingale Asset Management
Massachusetts
-$19.4M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$16M
4
JP Morgan Chase
JP Morgan Chase
New York
-$6.92M
5
Wells Fargo
Wells Fargo
California
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Shell Asset Management
Netherlands
$1.12M -$628K -3,474 -36%
SAM
102
Storebrand Asset Management
Norway
$1.1M -$574K -3,174 -34%
Marshall Wace
103
Marshall Wace
United Kingdom
$1.09M +$1.11M +6,114 New
UIM
104
USS Investment Management
United Kingdom
$1M +$1.01M +5,610 New
QC
105
Quadrature Capital
United Kingdom
$949K -$880K -4,864 -48%
KAS
106
Kestra Advisory Services
Texas
$946K +$1.45K +8 +0.2%
BCIM
107
Bishop & Co Investment Management
Pennsylvania
$921K – – –
NIPH
108
NN Investment Partners Holdings
Netherlands
$873K -$945K -5,224 -52%
OTPPB
109
Ontario Teachers' Pension Plan Board
Ontario, Canada
$872K +$286K +1,584 +48%
ACI
110
AMP Capital Investors
Australia
$870K -$23.9K -132 -3%
SGI
111
Summit Global Investments
Utah
$856K -$90.4K -500 -9%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$839K – – –
Korea Investment Corp
113
Korea Investment Corp
South Korea
$839K +$850K +4,700 New
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$837K – – –
Handelsbanken Fonder
115
Handelsbanken Fonder
Sweden
$832K – – –
GIBU
116
Gulf International Bank (UK)
United Kingdom
$821K – – –
AB
117
Amalgamated Bank
New York
$811K -$48.3K -267 -6%
MWA
118
MFA Wealth Advisors
Pennsylvania
$799K – – –
RB
119
Rodgers Brothers
Pennsylvania
$792K +$550K +3,040 +217%
Skandinaviska Enskilda Banken (SEB)
120
Skandinaviska Enskilda Banken (SEB)
Sweden
$789K – – –
Verition Fund Management
121
Verition Fund Management
Connecticut
$771K +$782K +4,322 New
HNB
122
Huntington National Bank
Ohio
$751K – – –
II
123
IFM Investors
Australia
$747K – – –
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$743K +$307K +1,697 +69%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$717K -$660K -3,648 -48%
3 4
5
6 7

ERIE Hedge Fund Activity: Q3 2021 in Review

226 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q3 2021, worth a combined $3.01B — down 7.5% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ERIE positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $27.1M. The largest seller was Vanguard Group, cutting an estimated $28.7M.

  • 226 institutional investors held Erie Indemnity (ERIE) as of Q3 2021, up from 215 in Q2 2021.
  • Funds reported $3.01B of Erie Indemnity stock for Q3 2021, down 7.5% quarter-over-quarter.
  • 32 funds opened new Erie Indemnity positions in Q3 2021 and 19 closed out, a net change of +13 holders.
  • The largest Erie Indemnity buyer in Q3 2021 was Atlantic Union Bankshares, an estimated $27.1M added.
  • The largest Erie Indemnity seller in Q3 2021 was Vanguard Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2021.