ERIE icon

Erie Indemnity
ERIE

Overview Fund Activity

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 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
4.7%
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
36
Calls
$390K
Puts
$6.21M
Net Calls
-$5.82M
Net Calls Change
+$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$55.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$42.9M
3
State Street
State Street
Massachusetts
$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.4M
5
Citadel Advisors
Citadel Advisors
Florida
$14.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$230M
2
ORIO
Old Republic International (ORI)
Illinois
$0
3
JWM
Jackson Wealth Management
Florida
$0
4
MAM
Martingale Asset Management
Massachusetts
$716K
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
MUFG Americas
New York
$24K -$27.7K -150 -54%
FANJ
202
Financial Architects (New Jersey)
New Jersey
$24K – – –
CFA
203
Carroll Financial Associates
North Carolina
$24K – – –
CIA
204
CSat Investment Advisory
Michigan
$21K +$2.92K +16 +16%
ASN
205
Advisory Services Network
Georgia
$20K – – –
QCG
206
Quadrant Capital Group
Ohio
$16K – – –
BCI
207
Brinker Capital Investments
Pennsylvania
$11K – – –
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
JWA
209
JFS Wealth Advisors
Pennsylvania
$6K – – –
VCM
210
Versant Capital Management
Arizona
$5K – – –
FGAM
211
Financial Gravity Asset Management
Texas
$2K +$2K +11 New
LC
212
Lindbrook Capital
California
$1K +$1K +6 New
GT
213
Glenmede Trust
Pennsylvania
$16 – – –
ORIO
214
Old Republic International (ORI)
Illinois
– -$24.2M -95,000 Closed
JWM
215
Jackson Wealth Management
Florida
– -$22.8M -86,000 Closed
BIM
216
Bogle Investment Management
Massachusetts
– -$10.8M -42,583 Closed
Canada Life
217
Canada Life
Manitoba, Canada
– -$3.81M -14,989 Closed
USAA
218
United Services Automobile Association
Texas
– -$3.34M -13,131 Closed
DF
219
Donoghue Forlines
Massachusetts
– -$2.63M -10,336 Closed
WI
220
WBI Investments
New Jersey
– -$2.41M -9,483 Closed
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
– -$1.39M -5,473 Closed
MSV
222
MN Services Vermogensbeheer
Netherlands
– -$1.12M -4,400 Closed
CBOA
223
Commonwealth Bank of Australia
Australia
– -$915K -3,600 Closed
EAM
224
Erste Asset Management
Austria
– -$775K -3,047 Closed
SOADOR
225
State of Alaska Department of Revenue
Alaska
– -$718K -2,831 Closed
6 7 8
9
10