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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$27.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.4M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$12.2M |
| 4 |
BlackRock
New York
|
+$10.6M |
| 5 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$8.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.7M |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$19.4M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$16M |
| 4 |
JP Morgan Chase
New York
|
-$6.92M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.88M |
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.