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Erie Indemnity

370 hedge funds and large institutions have $9.05B invested in Erie Indemnity in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

265% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $10.3M

49% more capital invested

Capital invested by funds: $6.06B → $9.05B (+$2.98B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more funds holding

Funds holding: 310370 (+60)

0.75% more ownership

Funds ownership: 36.23%36.98% (+0.75%)

5% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 124

Holders
370
Holders Change
+60
Holders Change %
+19.35%
% of All Funds
5.31%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
88
Increased
118
Reduced
124
Closed
23
Calls
$37.6M
Puts
$10.3M
Net Calls
+$27.3M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
I
201
InceptionR
California
$817K +$182K +399 +36%
AL
202
ADE LLC
Maryland
$803K
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$799K +$21.9K +48 +3%
CRI
204
Colonial River Investments
Virginia
$792K +$668K +1,468 New
AWM
205
Axxcess Wealth Management
California
$790K +$666K +1,464 New
TRCT
206
Tower Research Capital (TRC)
New York
$768K -$175K -385 -21%
RIM
207
Rakuten Investment Management
Japan
$766K +$488K +1,073 +307%
BP
208
Ballentine Partners
Massachusetts
$765K
Neuberger Berman Group
209
Neuberger Berman Group
New York
$764K -$2.28K -5 -0.4%
LSERS
210
Louisiana State Employees Retirement System
Louisiana
$756K -$2.59M -5,700 -80%
SAM
211
Securian Asset Management
Minnesota
$744K -$278K -610 -31%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$743K -$42.3K -93 -6%
SFI
213
Siemens Fonds Invest
Germany
$739K +$130K +285 +26%
Mariner
214
Mariner
Kansas
$715K -$24.1K -53 -4%
TWM
215
TriaGen Wealth Management
California
$707K -$3.19K -7 -0.5%
EFS
216
Econ Financial Services
Pennsylvania
$702K -$572K -1,257 -49%
FAM
217
Formidable Asset Management
Ohio
$692K -$316K -694 -35%
OC
218
Oppenheimer & Co
New York
$686K +$579K +1,271 New
Macquarie Group
219
Macquarie Group
Australia
$683K +$173K +380 +43%
IG
220
ING Group
Netherlands
$679K +$572K +1,257 New
NMERB
221
New Mexico Educational Retirement Board
New Mexico
$648K -$1.78M -3,900 -76%
LIP
222
Lighthouse Investment Partners
Florida
$648K +$546K +1,200 New
SEC
223
Seven Eight Capital
New York
$635K +$536K +1,177 New
State Board of Administration of Florida Retirement System
224
State Board of Administration of Florida Retirement System
Florida
$633K
Allspring Global Investments
225
Allspring Global Investments
North Carolina
$608K +$506K +1,111 +7,407%