Erie Indemnity
ERIE
208 hedge funds and large institutions have $2.4B invested in Erie Indemnity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 95 reducing their positions, and 39 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.3% less ownership
Funds ownership: 36.37% → 35.07% (-1.3%)
5% less funds holding
Funds holding: 219 → 208 (-11)
14% less capital invested
Capital invested by funds: $2.78B → $2.4B (-$379M)
18% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 39
48% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.3M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
+$21.2M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$13.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.5M |
| 5 |
BlackRock
New York
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$55.3M |
| 2 |
Janus Henderson Group
London,
|
-$32.5M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$31.8M |
| 4 |
AssetMark Inc
Concord,
California
|
-$22.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$9.13M |
ERIE Hedge Fund Activity: Q1 2020 in Review
208 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q1 2020, worth a combined $2.4B — down 14% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of ERIE and 32 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 49 added.
The largest buyer was Wellington Management Group, adding an estimated $87.3M. The largest seller was First Trust Advisors, cutting an estimated $55.3M.
- 208 institutional investors held Erie Indemnity (ERIE) as of Q1 2020, down from 219 in Q4 2019.
- Funds reported $2.4B of Erie Indemnity stock for Q1 2020, down 14% quarter-over-quarter.
- 32 funds opened new Erie Indemnity positions in Q1 2020 and 39 closed out, a net change of -7 holders.
- The largest Erie Indemnity buyer in Q1 2020 was Wellington Management Group, an estimated $87.3M added.
- The largest Erie Indemnity seller in Q1 2020 was First Trust Advisors, an estimated $55.3M sold.
Based on aggregated 13F filings for Q1 2020.