Erie Indemnity
ERIE
250 hedge funds and large institutions have $2.93B invested in Erie Indemnity in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 76 reducing their positions, and 26 closing their positions.
76% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $1M
26% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 76
23% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 26
1% more funds holding
Funds holding: 247 → 250 (+3)
0.8% less ownership
Funds ownership: 36.91% → 36.1% (-0.8%)
10% less capital invested
Capital invested by funds: $3.28B → $2.93B (-$344M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$8.98M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$6.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.52M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$5.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$60.1M |
| 2 |
T
TOBAM
Paris,
France
|
-$7.4M |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
-$6.3M |
| 4 |
DnB Asset Management
Oslo,
Norway
|
-$4.76M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.15M |
ERIE Hedge Fund Activity: Q1 2022 in Review
250 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q1 2022, worth a combined $2.93B — down 10% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ERIE positions and 26 closed out — a net gain of 6 holders — while 96 added to existing stakes and 76 trimmed.
The largest buyer was Jackson Wealth Management, opening a new position worth an estimated $8.98M. The largest seller was Wellington Management Group, cutting an estimated $60.1M.
- 250 institutional investors held Erie Indemnity (ERIE) as of Q1 2022, up from 247 in Q4 2021.
- Funds reported $2.93B of Erie Indemnity stock for Q1 2022, down 10% quarter-over-quarter.
- 32 funds opened new Erie Indemnity positions in Q1 2022 and 26 closed out, a net change of +6 holders.
- The largest Erie Indemnity buyer in Q1 2022 was Jackson Wealth Management, an estimated $8.98M added.
- The largest Erie Indemnity seller in Q1 2022 was Wellington Management Group, an estimated $60.1M sold.
Based on aggregated 13F filings for Q1 2022.