Erie Indemnity
ERIE
284 hedge funds and large institutions have $4.03B invested in Erie Indemnity in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 117 increasing their positions, 76 reducing their positions, and 13 closing their positions.
740% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $1.24M
308% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 13
54% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 76
15% more funds holding
Funds holding: 248 → 284 (+36)
10% more capital invested
Capital invested by funds: $3.67B → $4.03B (+$353M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.5% less ownership
Funds ownership: 36.42% → 35.93% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29.9M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$28.7M |
| 3 |
Morgan Stanley
New York
|
+$19.5M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$17M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$62.2M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$19.6M |
| 3 |
JP Morgan Chase
New York
|
-$14.5M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$11.6M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$10.8M |
ERIE Hedge Fund Activity: Q4 2022 in Review
284 of the 6,237 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: 53 funds opened new ERIE positions and 13 closed out — a net gain of 40 holders — while 117 added to existing stakes and 76 trimmed.
The largest buyer was BlackRock, adding an estimated $29.9M. The largest seller was First Trust Advisors, cutting an estimated $62.2M.
- 284 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.
- 53 funds opened new Erie Indemnity positions in Q4 2022 and 13 closed out, a net change of +40 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.