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Erie Indemnity

217 hedge funds and large institutions have $3.14B invested in Erie Indemnity in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

30% more capital invested

Capital invested by funds: $2.41B → $3.14B (+$728M)

4% more funds holding

Funds holding: 208217 (+9)

9% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $4.56M

0.12% more ownership

Funds ownership: 35.13%35.25% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
67
Reduced
83
Closed
26
Calls
$4.99M
Puts
$4.56M
Net Calls
+$424K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
126
BOK Financial
Oklahoma
$557K -$103K -587 -17%
Caisse de Depot et Placement du Quebec (CDPQ)
127
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$537K +$23.6K +134 +5%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$537K +$52.8K +300 +12%
AG
129
AlphaSimPlex Group
Massachusetts
$525K +$481K +2,735 New
VF
130
Virtu Financial
New York
$516K +$473K +2,687 New
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$513K +$470K +2,673 New
William Blair & Company
132
William Blair & Company
Illinois
$499K -$176 -1 -0%
Axa
133
Axa
France
$479K -$352K -2,000 -44%
CSS
134
Cubist Systematic Strategies
Connecticut
$468K -$238K -1,350 -36%
PAM
135
Panagora Asset Management
Massachusetts
$403K
KFA
136
Krane Funds Advisors
New York
$400K +$367K +2,087 New
HSBC Holdings
137
HSBC Holdings
United Kingdom
$399K -$212K -1,203 -37%
AWM
138
AE Wealth Management
Kansas
$398K
WBC
139
Westpac Banking Corp
Australia
$393K
JWM
140
Jackson Wealth Management
Florida
$384K +$352K +2,000 New
BA
141
Bridgewater Associates
Connecticut
$365K -$171K -969 -34%
TRCT
142
Tower Research Capital (TRC)
New York
$363K +$286K +1,625 +611%
PP
143
PDT Partners
New York
$348K +$319K +1,811 New
Skandinaviska Enskilda Banken (SEB)
144
Skandinaviska Enskilda Banken (SEB)
Sweden
$345K -$88K -500 -22%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$340K +$13K +74 +4%
II
146
IFM Investors
Australia
$335K -$61.8K -351 -17%
AIM
147
Achmea Investment Management
Netherlands
$335K +$30.8K +175 +11%
BCV
148
Banque Cantonale Vaudoise
Switzerland
$326K -$141K -800 -32%
KeyBank National Association
149
KeyBank National Association
Ohio
$317K
MAM
150
Martingale Asset Management
Massachusetts
$317K