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Erie Indemnity

227 hedge funds and large institutions have $4.13B invested in Erie Indemnity in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,329% more call options, than puts

Call options by funds: $343K | Put options by funds: $24K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$725M)

11% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 75

1.24% more ownership

Funds ownership: 35.15%36.4% (+1.2%)

2% less funds holding

Funds holding: 232227 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

Holders
227
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
83
Reduced
75
Closed
35
Calls
$343K
Puts
$24K
Net Calls
+$319K
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
201
Harvest Fund Management
China
$35K +$33.8K +145 New
JWM
202
Janiczek Wealth Management
Colorado
$30K +$24K +103 +490%
HIA
203
Harbor Investment Advisory
Maryland
$29K +$28K +120 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27K -$176K -755 -87%
PWPS
205
Pinnacle Wealth Planning Services
Ohio
$24K +$22.9K +98 New
FAM
206
Fred Alger Management
New York
$24K +$23.1K +99 New
MA
207
MUFG Americas
New York
$18K
ZB
208
Zions Bancorporation
Utah
$14K -$1.4K -6 -9%
EFSCE
209
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
JWA
210
JFS Wealth Advisors
Pennsylvania
$7K
BCA
211
Berman Capital Advisors
Georgia
$6K
VCM
212
Versant Capital Management
Arizona
$6K
MAM
213
McCarthy Asset Management
California
$6K +$5.6K +24 New
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$4K +$3.97K +17 New
AssetMark Inc
215
AssetMark Inc
California
$2K -$467 -2 -22%
ABC
216
Associated Banc-Corp
Wisconsin
$2K
MAM
217
Meeder Asset Management
Ohio
$2K +$233 +1 +17%
BWM
218
BerganKDV Wealth Management
Minnesota
$2K +$1.63K +7 New
PWMG
219
Prestige Wealth Management Group
New Jersey
$1K -$14.5K -62 -95%
ASN
220
Advisory Services Network
Georgia
$1K
LC
221
Lindbrook Capital
California
$1K
SFS
222
Sowell Financial Services
Arkansas
$1K
MCM
223
Manchester Capital Management
Vermont
$1K +$700 +3 New
VCG
224
Vantage Consulting Group
Virginia
$1K +$700 +3 New
APA
225
American Portfolios Advisors
New York
$737 -$64.9K -278 -99%