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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
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$1.35M -$128K -287 -8%
Daiwa Securities Group
177
Daiwa Securities Group
Japan
$1.34M +$84.2K +188 +6%
CC
178
Courier Capital
New York
$1.24M
MOACM
179
Mutual of America Capital Management
New York
$1.23M -$35.4K -79 -3%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$1.21M +$693K +1,548 +112%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$1.17M -$24.6K -55 -2%
AFA
182
Abacus FCF Advisors
Florida
$1.17M +$389K +868 +44%
BAM
183
Blueshift Asset Management
New Jersey
$1.16M +$1.26M +2,811 New
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$1.16M -$4.92K -11 -0.4%
SMDAM
185
Sumitomo Mitsui DS Asset Management
Japan
$1.16M -$256K -571 -17%
DekaBank Deutsche Girozentrale
186
DekaBank Deutsche Girozentrale
Germany
$1.15M
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$1.14M -$4.92K -11 -0.4%
HNB
188
Huntington National Bank
Ohio
$1.13M +$17.5K +39 +1%
Mirae Asset Global Investments
189
Mirae Asset Global Investments
South Korea
$1.12M +$404K +903 +51%
ET
190
Entropy Technologies
New York
$1.12M +$448K +1,000 +58%
PD
191
Point72 (DIFC)
United Arab Emirates
$1.12M +$1.21M +2,713 New
WA
192
Win Advisors
Florida
$1.11M +$1.2M +2,683 New
Nordea Investment Management
193
Nordea Investment Management
Sweden
$1.1M -$94.9K -212 -7%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$1.06M -$44.8K -100 -4%
PCM
195
Pennsylvania Capital Management
Pennsylvania
$1.05M
Walleye Trading
196
Walleye Trading
New York
$1.04M +$1.13M +2,534 New
CIBC World Market
197
CIBC World Market
Ontario, Canada
$1.03M +$1.12M +2,500 New
AIM
198
Achmea Investment Management
Netherlands
$1M +$115K +258 +12%
QCM
199
Quantinno Capital Management
New York
$987K +$630K +1,408 +143%
Aberdeen Group
200
Aberdeen Group
United Kingdom
$981K -$95.8K -214 -8%

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.