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Erie Indemnity

398 hedge funds and large institutions have $7.12B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $15M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 119

8% more funds holding

Funds holding: 370398 (+28)

0.43% more ownership

Funds ownership: 36.98%37.41% (+0.43%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $9.05B → $7.12B (-$1.92B)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
147
Reduced
119
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
Massar Capital Management
Connecticut
$979K +$1.06M +2,376 New
Pathstone Holdings
202
Pathstone Holdings
New Jersey
$977K -$474K -1,060 -31%
MSU
203
Mizuho Securities USA
New York
$975K +$334K +747 +46%
AIM
204
Aigen Investment Management
New York
$942K +$1.02M +2,285 New
Mirae Asset Global ETFs Holdings
205
Mirae Asset Global ETFs Holdings
Hong Kong
$905K +$261K +582 +36%
SA
206
SRN Advisors
Pennsylvania
$903K +$981K +2,191 New
WorldQuant Millennium Advisors
207
WorldQuant Millennium Advisors
New York
$892K +$969K +2,164 New
X
208
Xponance
Pennsylvania
$887K -$55.5K -124 -5%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$881K -$28.2K -63 -3%
LFA
210
Laraway Financial Advisors
Minnesota
$880K
NAAA
211
New Age Alpha Advisors
New York
$865K +$939K +2,098 New
VPIM
212
Vanguard Personalized Indexing Management
California
$863K -$33.6K -75 -3%
GC
213
Guggenheim Capital
Illinois
$856K +$646K +1,443 +228%
ETC
214
Exchange Traded Concepts
Oklahoma
$848K +$68.5K +153 +8%
BAMF
215
BI Asset Management Fondsmaeglerselskab
Denmark
$835K +$639K +1,428 +239%
GIBU
216
Gulf International Bank (UK)
United Kingdom
$818K -$21.9K -49 -2%
TAF
217
Tredje AP-fonden
Sweden
$816K -$886K -1,980 -50%
TI
218
Tidal Investments
Wisconsin
$815K -$856K -1,912 -49%
KeyBank National Association
219
KeyBank National Association
Ohio
$814K +$38.5K +86 +5%
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$812K +$57.3K +128 +7%
N
221
Natixis
France
$799K -$747K -1,668 -46%
Lido Advisors
222
Lido Advisors
California
$749K +$25.5K +57 +3%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$723K +$123K +274 +19%
I
224
InceptionR
California
$716K +$100K +224 +15%
SA
225
Seneschal Advisors
Washington
$709K +$770K +1,720 New

ERIE Hedge Fund Activity: Q4 2024 in Review

398 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2024, worth a combined $7.12B — down 21% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 47 closed out — a net gain of 35 holders — while 147 added to existing stakes and 119 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was BlackRock, cutting an estimated $76.1M.

  • 398 institutional investors held Erie Indemnity (ERIE) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $7.12B of Erie Indemnity stock for Q4 2024, down 21% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q4 2024 and 47 closed out, a net change of +35 holders.
  • The largest Erie Indemnity buyer in Q4 2024 was Invesco, an estimated $91.3M added.
  • The largest Erie Indemnity seller in Q4 2024 was BlackRock, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2024.