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Erie Indemnity

217 hedge funds and large institutions have $3.14B invested in Erie Indemnity in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

30% more capital invested

Capital invested by funds: $2.41B → $3.14B (+$728M)

4% more funds holding

Funds holding: 208217 (+9)

9% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $4.56M

0.12% more ownership

Funds ownership: 35.13%35.25% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
67
Reduced
83
Closed
26
Calls
$4.99M
Puts
$4.56M
Net Calls
+$424K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Prestige Wealth Management Group
New Jersey
$12K -$3.7K -21 -26%
CFG
202
Citizens Financial Group
Rhode Island
$12K
ZB
203
Zions Bancorporation
Utah
$12K +$10.7K +61 New
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
JWA
205
JFS Wealth Advisors
Pennsylvania
$6K
VCM
206
Versant Capital Management
Arizona
$4K -$880 -5 -16%
BCA
207
Berman Capital Advisors
Georgia
$4K -$528 -3 -11%
AssetMark Inc
208
AssetMark Inc
California
$3K -$1.13M -6,414 -100%
TPCW
209
TD Private Client Wealth
New York
$2.5K
GT
210
Glenmede Trust
Pennsylvania
$2K -$13.6K -77 -87%
ETC
211
Exchange Traded Concepts
Oklahoma
$2K +$1.94K +11 New
SFS
212
Sowell Financial Services
Arkansas
$1K -$5.28K -30 -91%
MAM
213
Meeder Asset Management
Ohio
$1K -$2.99K -17 -74%
OPS
214
Orion Portfolio Solutions
Nebraska
$1K -$2.82K -16 -76%
ABC
215
Associated Banc-Corp
Wisconsin
$1K +$1.23K +7 New
Renaissance Technologies
216
Renaissance Technologies
New York
-$13.1M -88,671 Closed
AIM
217
Aigen Investment Management
New York
-$1.56M -10,514 Closed
LCM
218
Laurion Capital Management
New York
-$805K -5,433 Closed
Jane Street
219
Jane Street
New York
-$703K -4,741 Closed
QIM
220
Quantitative Investment Management
Virginia
-$674K -4,547 Closed
HC
221
HNP Capital
New York
-$532K -3,000 Closed
Lazard Asset Management
222
Lazard Asset Management
New York
-$422K -2,849 Closed
PCM
223
Pennsylvania Capital Management
Pennsylvania
-$419K -2,550 Closed
SSA
224
Schonfeld Strategic Advisors
New York
-$356K -2,400 Closed
CANY
225
Caxton Associates (New York)
New York
-$312K -2,106 Closed