Erie Indemnity
ERIE
112 hedge funds and large institutions have $1.15B invested in Erie Indemnity in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
0% more funds holding
Funds holding: 112 → 112 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
6% less capital invested
Capital invested by funds: $1.22B → $1.15B (-$76.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.52M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.47M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$3.25M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.68M |
| 5 |
Morgan Stanley
New York
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$13.9M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.12M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.73M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$1.54M |
| 5 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
-$1.28M |
ERIE Hedge Fund Activity: Q2 2015 in Review
112 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q2 2015, worth a combined $1.15B — down 6.2% from $1.22B a quarter earlier.
Fund positioning in ERIE was balanced in Q2 2015: 9 funds opened new positions, 9 closed out, 47 added to existing stakes and 32 trimmed.
The largest buyer was UBS Group, adding an estimated $3.52M. The largest seller was Royce & Associates, cutting an estimated $13.9M.
- 112 institutional investors held Erie Indemnity (ERIE) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $1.15B of Erie Indemnity stock for Q2 2015, down 6.2% quarter-over-quarter.
- 9 funds opened new Erie Indemnity positions in Q2 2015 and 9 closed out, a net change of 0 holders.
- The largest Erie Indemnity buyer in Q2 2015 was UBS Group, an estimated $3.52M added.
- The largest Erie Indemnity seller in Q2 2015 was Royce & Associates, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2015.