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Erie Indemnity
ERIE

286 hedge funds and large institutions have $4.03B invested in Erie Indemnity in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $1.24M

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 77

15% more funds holding

Funds holding: 248 → 286 (+38)

10% more capital invested

Capital invested by funds: $3.67B → $4.03B (+$353M)

0.06% more ownership

Funds ownership: 36.42% → 36.48% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
117
Reduced
77
Closed
13
Calls
$10.4M
Puts
$1.24M
Net Calls
+$9.2M
Net Calls Change
+$10M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.9M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$28.7M
3
Morgan Stanley
Morgan Stanley
New York
+$19.5M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$17M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$14.7M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$62.2M
2
APG Asset Management
APG Asset Management
Netherlands
-$19.6M
3
JP Morgan Chase
JP Morgan Chase
New York
-$14.5M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$11.6M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.22B -$125K -484 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$609M +$9.23M +35,892 +1%
BlackRock
3
BlackRock
New York
$521M +$29.9M +116,337 +6%
Franklin Resources
4
Franklin Resources
California
$261M +$428K +1,662 +0.2%
State Street
5
State Street
Massachusetts
$163M -$2.08M -8,095 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$118M -$10.8M -42,059 -8%
UBS AM
7
UBS AM
Illinois
$100M -$8.56M -33,266 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$47.7M -$9.52M -36,989 -16%
Morgan Stanley
9
Morgan Stanley
New York
$42.1M +$19.5M +75,942 +81%
Northern Trust
10
Northern Trust
Illinois
$41.4M +$467K +1,816 +1%
APG Asset Management
11
APG Asset Management
Netherlands
$41.4M -$19.6M -76,276 -31%
AUB
12
Atlantic Union Bankshares
Virginia
$36.8M -$489K -1,902 -1%
Charles Schwab
13
Charles Schwab
California
$34.1M +$1.36M +5,273 +4%
Legal & General Group
14
Legal & General Group
United Kingdom
$28.7M -$2.03M -7,900 -6%
Swiss National Bank
15
Swiss National Bank
Switzerland
$25.7M -$1.68M -6,526 -6%
CAM
16
Columbia Asset Management
Michigan
$24.4M -$943K -3,665 -4%
Amundi
17
Amundi
France
$23.1M +$2.32M +9,027 +11%
Truist Financial
18
Truist Financial
North Carolina
$23M – – –
Goldman Sachs
19
Goldman Sachs
New York
$22.5M +$7.56M +29,403 +48%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$22M -$11.6M -45,258 -34%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$20.2M -$517K -2,010 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$19.9M -$62.2M -241,830 -75%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$19.2M +$17M +66,010 +592%
AQR Capital Management
24
AQR Capital Management
Connecticut
$19.1M +$2.71M +10,535 +16%
CS
25
Credit Suisse
Switzerland
$19M -$1.96M -7,602 -9%
1
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ERIE Hedge Fund Activity: Q4 2022 in Review

286 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2022, worth a combined $4.03B — up 9.6% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ERIE positions and 13 closed out — a net gain of 41 holders — while 117 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $29.9M. The largest seller was First Trust Advisors, cutting an estimated $62.2M.

  • 286 institutional investors held Erie Indemnity (ERIE) as of Q4 2022, up from 248 in Q3 2022.
  • Funds reported $4.03B of Erie Indemnity stock for Q4 2022, up 9.6% quarter-over-quarter.
  • 54 funds opened new Erie Indemnity positions in Q4 2022 and 13 closed out, a net change of +41 holders.
  • The largest Erie Indemnity buyer in Q4 2022 was BlackRock, an estimated $29.9M added.
  • The largest Erie Indemnity seller in Q4 2022 was First Trust Advisors, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2022.