Erie Indemnity
ERIE
217 hedge funds and large institutions have $3.13B invested in Erie Indemnity in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 26 closing their positions.
38% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 26
30% more capital invested
Capital invested by funds: $2.4B → $3.13B (+$732M)
4% more funds holding
Funds holding: 208 → 217 (+9)
9% more call options, than puts
Call options by funds: $4.99M | Put options by funds: $4.56M
0.17% more ownership
Funds ownership: 35.07% → 35.24% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$44.3M |
| 2 |
Janus Henderson Group
London,
|
+$11.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$11.6M |
| 4 |
T
TOBAM
Paris,
France
|
+$9.76M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$9.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.3M |
| 2 |
Renaissance Technologies
New York
|
-$13.1M |
| 3 |
Millennium Management
New York
|
-$10.7M |
| 4 |
RA
Royce & Associates
New York
|
-$7.76M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.18M |
ERIE Hedge Fund Activity: Q2 2020 in Review
217 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q2 2020, worth a combined $3.13B — up 30% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ERIE positions and 26 closed out — a net gain of 10 holders — while 67 added to existing stakes and 83 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $44.3M. The largest seller was Vanguard Group, cutting an estimated $24.3M.
- 217 institutional investors held Erie Indemnity (ERIE) as of Q2 2020, up from 208 in Q1 2020.
- Funds reported $3.13B of Erie Indemnity stock for Q2 2020, up 30% quarter-over-quarter.
- 36 funds opened new Erie Indemnity positions in Q2 2020 and 26 closed out, a net change of +10 holders.
- The largest Erie Indemnity buyer in Q2 2020 was First Trust Advisors, an estimated $44.3M added.
- The largest Erie Indemnity seller in Q2 2020 was Vanguard Group, an estimated $24.3M sold.
Based on aggregated 13F filings for Q2 2020.