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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
247
Holders Change
+21
Holders Change %
+9.29%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
71
Reduced
94
Closed
20
Calls
$2.5M
Puts
$2.73M
Net Calls
-$231K
Net Calls Change
-$1.55M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$36.2M
2
UBS AM
UBS AM
Illinois
+$23.1M
3
Millennium Management
Millennium Management
New York
+$10.3M
4
EP
Edgestream Partners
New Jersey
+$4.66M
5
Goldman Sachs
Goldman Sachs
New York
+$4.35M

Top Sellers

Rank Fund Capital Flow
1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$8.93M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.43M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$4.87M
4
Wells Fargo
Wells Fargo
California
-$4.29M
5
Jane Street
Jane Street
New York
-$4.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$1.08M +$1.12M +5,584 New
SAM
102
Storebrand Asset Management
Norway
$1.07M -$128K -636 -10%
KAS
103
Kestra Advisory Services
Texas
$1.02M +$1.61K +8 +0.2%
OTPPB
104
Ontario Teachers' Pension Plan Board
Ontario, Canada
$977K +$37.6K +187 +4%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$964K +$286K +1,422 +40%
PAM
106
Panagora Asset Management
Massachusetts
$953K -$367K -1,826 -27%
NIPH
107
NN Investment Partners Holdings
Netherlands
$952K +$9.85K +49 +1%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$942K +$175K +872 +22%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$903K +$388K +1,933 +70%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$902K -$305K -1,516 -25%
GIBU
111
Gulf International Bank (UK)
United Kingdom
$887K – – –
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$864K +$11.3K +56 +1%
MWA
113
MFA Wealth Advisors
Pennsylvania
$863K – – –
BCIM
114
British Columbia Investment Management
British Columbia, Canada
$860K -$47.8K -238 -5%
RB
115
Rodgers Brothers
Pennsylvania
$855K – – –
EFS
116
Econ Financial Services
Pennsylvania
$848K +$884K +4,400 New
Two Sigma Advisers
117
Two Sigma Advisers
New York
$828K +$864K +4,300 New
II
118
IFM Investors
Australia
$807K – – –
JG
119
Jefferies Group
New York
$785K +$819K +4,076 New
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$785K +$507K +2,522 +163%
MYAM
121
Meiji Yasuda Asset Management
Japan
$780K +$472K +2,350 +138%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$777K -$132K -659 -14%
VI
123
Versor Investments
New York
$734K +$765K +3,809 New
Victory Capital Management
124
Victory Capital Management
Texas
$733K -$2.13M -10,581 -74%
William Blair & Company
125
William Blair & Company
Illinois
$727K +$758K +3,773 New
3 4
5
6 7

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.