We are live on ! Find out more
ERIE icon

Erie Indemnity

140 hedge funds and large institutions have $1.41B invested in Erie Indemnity in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

9% more capital invested

Capital invested by funds: $1.28B → $1.41B (+$121M)

1% more funds holding

Funds holding: 138140 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
51
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
126
American International Group
New York
$65.4K +$572 +6 +0.9%
TRCT
127
Tower Research Capital (TRC)
New York
$64K +$53.8K +564 +656%
AIS
128
Accurate Investment Solutions
Pennsylvania
$61K +$381 +4 +0.7%
BBHC
129
Brown Brothers Harriman & Co
New York
$30K
CCA
130
Checchi Capital Advisers
California
$28K
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$12K +$11.4K +120 New
CG
132
Cutler Group
California
$9K +$9.53K +100 New
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
KT
134
Kanaly Trust
Texas
$5K +$4.96K +52 New
QCG
135
Quadrant Capital Group
Ohio
$5K +$5.34K +56 New
AG
136
Advisor Group
Arizona
$4K +$4.76K +50 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$3K
VCM
138
Versant Capital Management
Arizona
$2K +$477 +5 +23%
S
139
SignatureFD
Georgia
$1K +$762 +8 New
GT
140
Glenmede Trust
Pennsylvania
$1K +$1.91K +20 New
FPCG
141
Fort Pitt Capital Group
Pennsylvania
-$4.08M -43,912 Closed
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
-$1.96M -21,036 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
-$665K -7,153 Closed
JG
144
Jefferies Group
New York
-$600K -6,454 Closed
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
-$595K -6,400 Closed
Nomura Holdings
146
Nomura Holdings
Japan
-$408K -4,390 Closed
DTL
147
Dynamic Technology Lab
Singapore
-$366K -3,934 Closed
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
-$347K -3,731 Closed
Prudential Financial
149
Prudential Financial
New Jersey
-$338K -3,636 Closed
Squarepoint
150
Squarepoint
New York
-$260K -2,800 Closed

ERIE Hedge Fund Activity: Q2 2016 in Review

140 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q2 2016, worth a combined $1.41B — up 9.4% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ERIE positions and 16 closed out — a net gain of 3 holders — while 51 added to existing stakes and 45 trimmed.

The largest buyer was New York State Common Retirement Fund, adding an estimated $8.16M. The largest seller was Fort Pitt Capital Group, exiting entirely with an estimated $4.08M sold.

  • 140 institutional investors held Erie Indemnity (ERIE) as of Q2 2016, up from 138 in Q1 2016.
  • Funds reported $1.41B of Erie Indemnity stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 19 funds opened new Erie Indemnity positions in Q2 2016 and 16 closed out, a net change of +3 holders.
  • The largest Erie Indemnity buyer in Q2 2016 was New York State Common Retirement Fund, an estimated $8.16M added.
  • The largest Erie Indemnity seller in Q2 2016 was Fort Pitt Capital Group, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2016.