We are live on ! Find out more
ERIE icon

Erie Indemnity

398 hedge funds and large institutions have $7.12B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $15M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 119

8% more funds holding

Funds holding: 370398 (+28)

0.43% more ownership

Funds ownership: 36.98%37.41% (+0.43%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $9.05B → $7.12B (-$1.92B)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
147
Reduced
119
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Storebrand Asset Management
Norway
$1.9M +$208K +464 +11%
AIMCA
152
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.86M +$761K +1,700 +61%
CPC
153
Consolidated Planning Corp
Georgia
$1.84M +$653K +1,458 +49%
RB
154
Rodgers Brothers
Pennsylvania
$1.8M
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$1.73M +$52.8K +118 +3%
MWA
156
MFA Wealth Advisors
Pennsylvania
$1.73M -$41.6K -93 -2%
YCM
157
Yousif Capital Management
Michigan
$1.7M +$476K +1,064 +35%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$1.69M -$162K -361 -8%
William Blair & Company
159
William Blair & Company
Illinois
$1.69M +$5.82K +13 +0.3%
CANC
160
Culbertson A N & Co
Virginia
$1.65M
CWM
161
CIBC World Markets
New York
$1.64M -$407K -909 -19%
TWA
162
Tandem Wealth Advisors
Arizona
$1.61M +$1.75M +3,905 New
Korea Investment Corp
163
Korea Investment Corp
South Korea
$1.53M +$224K +500 +16%
AGM
164
Alpine Global Management
New York
$1.53M +$1.66M +3,710 New
Comerica Bank
165
Comerica Bank
Texas
$1.52M +$457K +1,020 +38%
VI
166
Vestcor Inc
New Brunswick, Canada
$1.51M
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$1.5M +$547K +1,223 +51%
AB
168
Amalgamated Bank
New York
$1.45M -$34K -76 -2%
MIF
169
Mediolanum International Funds
Ireland
$1.4M +$1.53M +3,420 New
1832 Asset Management
170
1832 Asset Management
Ontario, Canada
$1.39M +$165K +369 +12%
OBAM
171
ODDO BHF Asset Management
France
$1.39M +$275K +615 +22%
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$1.38M -$292K -653 -16%
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M -$18.9M -42,172 -93%
NYLIM
174
New York Life Investment Management
New York
$1.37M +$11.2K +25 +0.8%
NAM
175
Nissay Asset Management
Japan
$1.35M -$895 -2 -0.1%

ERIE Hedge Fund Activity: Q4 2024 in Review

398 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2024, worth a combined $7.12B — down 21% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 47 closed out — a net gain of 35 holders — while 147 added to existing stakes and 119 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was BlackRock, cutting an estimated $76.1M.

  • 398 institutional investors held Erie Indemnity (ERIE) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $7.12B of Erie Indemnity stock for Q4 2024, down 21% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q4 2024 and 47 closed out, a net change of +35 holders.
  • The largest Erie Indemnity buyer in Q4 2024 was Invesco, an estimated $91.3M added.
  • The largest Erie Indemnity seller in Q4 2024 was BlackRock, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2024.