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Erie Indemnity

232 hedge funds and large institutions have $3.4B invested in Erie Indemnity in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

8% more capital invested

Capital invested by funds: $3.14B → $3.4B (+$266M)

7% more funds holding

Funds holding: 217232 (+15)

0.09% less ownership

Funds ownership: 35.25%35.15% (-0.09%)

62% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $3.63M

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
4.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
34
Increased
84
Reduced
70
Closed
19
Calls
$1.37M
Puts
$3.63M
Net Calls
-$2.26M
Net Calls Change
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.04B +$30.8M +146,576 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M -$2.79M -13,316 -0.5%
BlackRock
3
BlackRock
New York
$363M +$11.1M +52,875 +3%
Franklin Resources
4
Franklin Resources
California
$245M -$1.61M -7,695 -0.7%
State Street
5
State Street
Massachusetts
$144M -$7.18M -34,230 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$108M -$6.21M -29,579 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$77.5M +$8.09M +38,541 +12%
APG Asset Management
8
APG Asset Management
Netherlands
$61M +$1.24M +5,900 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$49.3M +$2.11M +10,038 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$46.5M -$1.32M -6,272 -3%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$43.7M -$1.21M -5,752 -3%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$40.1M +$2.41M +11,469 +6%
Northern Trust
13
Northern Trust
Illinois
$39.4M +$1.82M +8,654 +5%
AUB
14
Atlantic Union Bankshares
Virginia
$30.1M
Swiss National Bank
15
Swiss National Bank
Switzerland
$23.8M -$294K -1,400 -1%
Charles Schwab
16
Charles Schwab
California
$23.4M +$4.97M +23,680 +27%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$21.7M -$1.32M -6,301 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$20.9M -$1.26M -5,981 -6%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$20.4M +$1.62M +7,727 +9%
UBS AM
20
UBS AM
Illinois
$20M +$723K +3,445 +4%
N
21
Nuveen
North Carolina
$18.9M -$374K -1,782 -2%
T
22
TOBAM
France
$17.2M +$5.51M +26,269 +47%
RA
23
Royce & Associates
New York
$17M
AQR Capital Management
24
AQR Capital Management
Connecticut
$14.7M -$896K -4,268 -6%
CS
25
Credit Suisse
Switzerland
$13.2M -$2.5M -11,921 -16%