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Erie Indemnity

214 hedge funds and large institutions have $3.1B invested in Erie Indemnity in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 57

1.45% more ownership

Funds ownership: 34.77%36.22% (+1.5%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% more funds holding

Funds holding: 212214 (+2)

24% less capital invested

Capital invested by funds: $4.08B → $3.1B (-$978M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

94% less call options, than puts

Call options by funds: $390K | Put options by funds: $6.21M

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
40
Increased
80
Reduced
57
Closed
37
Calls
$390K
Puts
$6.21M
Net Calls
-$5.82M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
151
First Quadrant
California
$371K
Skandinaviska Enskilda Banken (SEB)
152
Skandinaviska Enskilda Banken (SEB)
Sweden
$353K -$22.7K -100 -5%
Point72 Asset Management
153
Point72 Asset Management
Connecticut
$353K +$431K +1,900 New
CANY
154
Caxton Associates (New York)
New York
$342K +$420K +1,850 New
SSB
155
Sandy Spring Bank
Maryland
$334K
NA
156
Navellier & Associates
Nevada
$331K
TCM
157
Teza Capital Management
Illinois
$324K +$397K +1,747 New
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$322K -$6.13K -27 -2%
SRAM
159
Stone Ridge Asset Management
New York
$315K
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$314K +$136K +600 +55%
MYAM
161
Meiji Yasuda Asset Management
Japan
$308K
KeyBank National Association
162
KeyBank National Association
Ohio
$306K
RJFSA
163
Raymond James Financial Services Advisors
Florida
$294K -$1.47M -6,459 -80%
HKAM
164
Horizon Kinetics Asset Management
New York
$282K +$55.2K +243 +19%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$278K -$88.6K -390 -21%
GH
166
GAM Holding
Switzerland
$271K +$332K +1,460 New
TBA
167
Tower Bridge Advisors
Pennsylvania
$270K
Aberdeen Group
168
Aberdeen Group
United Kingdom
$269K -$2.04K -9 -0.6%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$260K -$28.2K -124 -8%
Prudential Financial
170
Prudential Financial
New Jersey
$241K -$522K -2,300 -64%
SWM
171
SeaCrest Wealth Management
New York
$237K -$10.7K -47 -4%
Jane Street
172
Jane Street
New York
$236K +$62K +273 +27%
PIA
173
Piedmont Investment Advisors
North Carolina
$225K -$681 -3 -0.2%
BAM
174
Blueshift Asset Management
New Jersey
$225K +$275K +1,210 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$222K +$274K +1,205 New