Erie Indemnity
ERIE
237 hedge funds and large institutions have $3.16B invested in Erie Indemnity in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 83 reducing their positions, and 34 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more capital invested
Capital invested by funds: $2.93B → $3.16B (+$229M)
0.47% less ownership
Funds ownership: 36.1% → 35.64% (-0.47%)
8% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 83
5% less funds holding
Funds holding: 250 → 237 (-13)
18% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 34
20% less call options, than puts
Call options by funds: $1.3M | Put options by funds: $1.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.61M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.53M |
| 3 |
JP Morgan Chase
New York
|
+$4.3M |
| 4 |
Morgan Stanley
New York
|
+$4.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.3M |
| 2 |
Millennium Management
New York
|
-$13.2M |
| 3 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$8.81M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$5.66M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$4.49M |
ERIE Hedge Fund Activity: Q2 2022 in Review
237 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q2 2022, worth a combined $3.16B — up 7.8% from $2.93B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of ERIE and 28 opened new positions — a net loss of 6 holders — while 83 trimmed existing stakes and 76 added.
The largest buyer was Geode Capital Management, adding an estimated $7.61M. The largest seller was Wellington Management Group, exiting entirely with an estimated $22.3M sold.
- 237 institutional investors held Erie Indemnity (ERIE) as of Q2 2022, down from 250 in Q1 2022.
- Funds reported $3.16B of Erie Indemnity stock for Q2 2022, up 7.8% quarter-over-quarter.
- 28 funds opened new Erie Indemnity positions in Q2 2022 and 34 closed out, a net change of -6 holders.
- The largest Erie Indemnity buyer in Q2 2022 was Geode Capital Management, an estimated $7.61M added.
- The largest Erie Indemnity seller in Q2 2022 was Wellington Management Group, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2022.