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Erie Indemnity

217 hedge funds and large institutions have $3.14B 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.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

30% more capital invested

Capital invested by funds: $2.41B → $3.14B (+$728M)

4% more funds holding

Funds holding: 208217 (+9)

9% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $4.56M

0.12% more ownership

Funds ownership: 35.13%35.25% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
67
Reduced
83
Closed
26
Calls
$4.99M
Puts
$4.56M
Net Calls
+$424K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$922M -$1.23K -7 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$493M -$24.3M -137,833 -5%
BlackRock
3
BlackRock
New York
$321M -$3.3M -18,752 -1%
Franklin Resources
4
Franklin Resources
California
$244M -$69K -392 -0%
State Street
5
State Street
Massachusetts
$138M +$2.01M +11,443 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$104M -$1.74M -9,911 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$63.4M +$9.32M +52,936 +19%
APG Asset Management
8
APG Asset Management
Netherlands
$57.1M +$1.13M +6,408 +2%
First Trust Advisors
9
First Trust Advisors
Illinois
$50.2M +$44.3M +251,466 +2,469%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$43.6M +$1.43M +8,111 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$43.1M -$3.73M -21,175 -9%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$41M +$3.9M +22,170 +12%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$34.4M -$475K -2,700 -1%
Northern Trust
14
Northern Trust
Illinois
$34.3M +$1.01M +5,711 +3%
AUB
15
Atlantic Union Bankshares
Virginia
$27.4M
Swiss National Bank
16
Swiss National Bank
Switzerland
$22M +$264K +1,500 +1%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$20.9M +$186K +1,055 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$20.2M -$444K -2,524 -2%
N
19
Nuveen
North Carolina
$17.6M -$1.4M -7,969 -8%
UBS AM
20
UBS AM
Illinois
$17.6M -$2.1M -11,919 -12%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$17.1M +$11.6M +66,184 +289%
Charles Schwab
22
Charles Schwab
California
$16.8M +$183K +1,042 +1%
Wells Fargo
23
Wells Fargo
California
$16.8M +$11.6M +65,742 +301%
FPCG
24
Fort Pitt Capital Group
Pennsylvania
$15.9M
RA
25
Royce & Associates
New York
$15.5M -$7.76M -44,070 -35%