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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$2.15M -$271K -1,046 -13%
Squarepoint
102
Squarepoint
New York
$2.09M -$4.78M -18,476 -72%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$2.09M +$1.84M +7,100 New
EP
104
Edgestream Partners
New Jersey
$2.06M +$1.82M +7,028 New
American Century Companies
105
American Century Companies
Missouri
$2.05M +$650K +2,514 +56%
ASRS
106
Arizona State Retirement System
Arizona
$2.04M -$776 -3 -0%
Bank of America
107
Bank of America
North Carolina
$2.02M -$3.37M -13,018 -65%
OTPPB
108
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.97M -$965K -3,733 -36%
SEI Investments
109
SEI Investments
Pennsylvania
$1.97M -$1.14M -4,415 -40%
DCM
110
Donaldson Capital Management
Indiana
$1.95M -$727K -2,812 -30%
SOMRS
111
State of Michigan Retirement System
Michigan
$1.89M +$1.66M +6,432 New
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$1.83M -$2.27M -8,784 -58%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$1.72M -$322K -1,246 -18%
II
114
IFM Investors
Australia
$1.7M – – –
Nomura Asset Management
115
Nomura Asset Management
Japan
$1.65M -$56.9K -220 -4%
AIP
116
Ameritas Investment Partners
Nebraska
$1.64M +$1.45M +5,594 New
KAS
117
Kestra Advisory Services
Texas
$1.63M +$200K +773 +16%
NMIMC
118
Northwestern Mutual Investment Management Company
Wisconsin
$1.63M +$1.43M +5,532 New
EC
119
Estate Counselors
Wisconsin
$1.55M -$5.17K -20 -0.4%
NMERB
120
New Mexico Educational Retirement Board
New Mexico
$1.5M +$1.32M +5,100 New
Skandinaviska Enskilda Banken (SEB)
121
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.49M -$5.43K -21 -0.4%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M +$1.31M +5,051 New
SAM
123
Storebrand Asset Management
Norway
$1.45M +$313K +1,210 +32%
IMRF
124
Illinois Municipal Retirement Fund
Illinois
$1.42M – – –
RB
125
Rodgers Brothers
Pennsylvania
$1.36M +$19.4K +75 +2%
3 4
5
6 7

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.