We are live on ! Find out more
ERIE icon

Erie Indemnity
ERIE

226 hedge funds and large institutions have $3.01B invested in Erie Indemnity in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.14M

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 215 → 226 (+11)

0.09% more ownership

Funds ownership: 36.6% → 36.69% (+0.09%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

7% less capital invested

Capital invested by funds: $3.26B → $3.01B (-$244M)

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
32
Increased
73
Reduced
75
Closed
19
Calls
$2.46M
Puts
$1.14M
Net Calls
+$1.32M
Net Calls Change
-$1.66M

Top Buyers

1
AUB
Atlantic Union Bankshares
Virginia
+$27.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.4M
3
UBS AM
UBS AM
Illinois
+$12.2M
4
BlackRock
BlackRock
New York
+$10.6M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$8.65M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$28.7M
2
MAM
Martingale Asset Management
Massachusetts
-$19.4M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$16M
4
JP Morgan Chase
JP Morgan Chase
New York
-$6.92M
5
Wells Fargo
Wells Fargo
California
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$878M +$314K +1,738 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$430M -$28.7M -158,554 -6%
BlackRock
3
BlackRock
New York
$321M +$10.6M +58,790 +3%
Franklin Resources
4
Franklin Resources
California
$195M -$2.5M -13,803 -1%
State Street
5
State Street
Massachusetts
$123M -$4.79M -26,479 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$85.8M +$14.4M +79,345 +20%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$77.8M +$1.83M +10,124 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$57.7M +$2.14M +11,806 +4%
APG Asset Management
9
APG Asset Management
Netherlands
$56.9M +$6.76M +37,400 +11%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$45.3M +$912K +5,041 +2%
UBS AM
11
UBS AM
Illinois
$45.1M +$12.2M +67,446 +36%
Northern Trust
12
Northern Trust
Illinois
$40.8M +$4.61M +25,516 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$36.3M -$920K -5,088 -2%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$28.4M -$2.71M -15,000 -9%
AUB
15
Atlantic Union Bankshares
Virginia
$26.8M +$27.1M +150,050 New
CAM
16
Columbia Asset Management
Michigan
$25.8M -$72.5K -401 -0.3%
Charles Schwab
17
Charles Schwab
California
$21.7M +$777K +4,294 +4%
CS
18
Credit Suisse
Switzerland
$20.1M -$1.12M -6,208 -5%
Legal & General Group
19
Legal & General Group
United Kingdom
$19.3M -$13.9K -77 -0.1%
Swiss National Bank
20
Swiss National Bank
Switzerland
$18M -$579K -3,200 -3%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$16.1M -$147K -814 -0.9%
AFG
22
Allegheny Financial Group
Pennsylvania
$14.6M +$1.81K +10 +0%
N
23
Nuveen
North Carolina
$14.1M -$2.8M -15,462 -16%
T
24
TOBAM
France
$12.6M -$3.94M -21,811 -24%
AQR Capital Management
25
AQR Capital Management
Connecticut
$12.3M -$1.04M -5,751 -8%
1
2 3 4 5

ERIE Hedge Fund Activity: Q3 2021 in Review

226 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q3 2021, worth a combined $3.01B — down 7.5% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ERIE positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $27.1M. The largest seller was Vanguard Group, cutting an estimated $28.7M.

  • 226 institutional investors held Erie Indemnity (ERIE) as of Q3 2021, up from 215 in Q2 2021.
  • Funds reported $3.01B of Erie Indemnity stock for Q3 2021, down 7.5% quarter-over-quarter.
  • 32 funds opened new Erie Indemnity positions in Q3 2021 and 19 closed out, a net change of +13 holders.
  • The largest Erie Indemnity buyer in Q3 2021 was Atlantic Union Bankshares, an estimated $27.1M added.
  • The largest Erie Indemnity seller in Q3 2021 was Vanguard Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2021.