We are live on ! Find out more
ERIE icon

Erie Indemnity

114 hedge funds and large institutions have $1.03B invested in Erie Indemnity in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 113114 (+1)

0% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$2.1M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
14
Increased
34
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$355M -$3.14M -44,001 -0.9%
Franklin Resources
2
Franklin Resources
California
$174M
Vanguard Group
3
Vanguard Group
Pennsylvania
$131M +$3.66M +51,281 +3%
RA
4
Royce & Associates
New York
$68.7M -$4.53M -63,500 -6%
BIT
5
BlackRock Institutional Trust
California
$44.3M +$91.8K +1,287 +0.2%
State Street
6
State Street
Massachusetts
$26.9M -$349K -4,902 -1%
Norges Bank
7
Norges Bank
Norway
$22.8M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.2M -$640K -8,974 -4%
BFA
9
BlackRock Fund Advisors
California
$13.2M +$273K +3,825 +2%
Brown Advisory
10
Brown Advisory
Maryland
$12.4M -$261K -3,661 -2%
Northern Trust
11
Northern Trust
Illinois
$11M +$1.17M +16,457 +12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$9.83M +$37.5K +526 +0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.85M +$538K +7,551 +7%
Invesco
14
Invesco
Georgia
$7.46M +$2.31M +32,394 +47%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$7.05M +$53.8K +754 +0.8%
SO
16
STRS Ohio
Ohio
$7.03M -$271K -3,806 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$6.7M +$31.2K +438 +0.5%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$6.41M -$842K -11,815 -12%
CRM
19
Capital Returns Management
New York
$6.38M +$6.22M +87,245 New
First Trust Advisors
20
First Trust Advisors
Illinois
$5.92M -$1.07M -15,029 -16%
CAM
21
Columbia Asset Management
Michigan
$5.72M +$5.58M +78,247 New
TCIM
22
TIAA CREF Investment Management
New York
$4.95M -$37.5K -526 -0.8%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$4.47M
WI
24
Wedgewood Investors
Pennsylvania
$3.96M
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.58M -$157K -2,209 -4%

ERIE Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2013, worth a combined $1.03B — up 0.21% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ERIE positions and 13 closed out — a net gain of 1 holder — while 34 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.66M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.22M sold.

  • 114 institutional investors held Erie Indemnity (ERIE) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $1.03B of Erie Indemnity stock for Q4 2013, up 0.21% quarter-over-quarter.
  • 14 funds opened new Erie Indemnity positions in Q4 2013 and 13 closed out, a net change of +1 holder.
  • The largest Erie Indemnity buyer in Q4 2013 was Vanguard Group, an estimated $3.66M added.
  • The largest Erie Indemnity seller in Q4 2013 was Schroder Investment Management Group, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2013.