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Erie Indemnity
ERIE

Overview Fund Activity

225 hedge funds and large institutions have $3.01B invested in Erie Indemnity in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
32
Increased
73
Reduced
74
Closed
19
Calls
$2.46M
Puts
$1.14M
Net Calls
+$1.32M
Net Calls Change
-$1.66M

Top Buyers

1
AUB
1
Atlantic Union Bankshares
Virginia
$26.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$85.8M
3
UBS AM
3
UBS AM
Illinois
$45.1M
4
BlackRock
4
BlackRock
New York
$321M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$10.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$430M
2
MAM
2
Martingale Asset Management
Massachusetts
$2.48M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.03M
5
Wells Fargo
5
Wells Fargo
California
$5.08M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
201
STRS Ohio
Ohio
$51K 288 – –
PA
202
Parallel Advisors
California
$51K 284 +36 +15%
APA
203
American Portfolios Advisors
New York
$33.5K 188 – –
S
204
SignatureFD
Georgia
$32K 177 +20 +13%
GKWIM
205
Gerber Kawasaki Wealth & Investment Management
California
$28K 162 +162 New
JWM
206
Janiczek Wealth Management
Colorado
$21K 120 +101 +532%
BCA
207
Berman Capital Advisors
Georgia
$12K 75 +49 +188%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$10K 54 -26 -33%
ZB
209
Zions Bancorporation
Utah
$5K 30 -8 -21%
JWA
210
JFS Wealth Advisors
Pennsylvania
$5K 30 – –
DA
211
Denali Advisors
California
$5K 27 +14 +108%
VCM
212
Versant Capital Management
Arizona
$4K 24 -2 -8%
MAM
213
McCarthy Asset Management
California
$4K 24 – –
MAM
214
Meeder Asset Management
Ohio
$2K 11 +2 +22%
KA
215
Kozak & Associates
Colorado
$2K 9 +9 New
BIA
216
Bell Investment Advisors
California
$2K 13 +13 New
BWM
217
BerganKDV Wealth Management
Minnesota
$1K 7 – –
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1K 7 – –
LC
219
Lindbrook Capital
California
$1K 3 +3 New
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$1K 4 +4 New
MCM
221
Manchester Capital Management
Vermont
$1K 5 +5 New
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$526 2,950 +700 +31%
FPCG
223
Fort Pitt Capital Group
Pennsylvania
– – -82,997 Closed
Renaissance Technologies
224
Renaissance Technologies
New York
– – -30,971 Closed
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
– – -16,606 Closed
6 7 8
9
10