Erie Indemnity
ERIE
298 hedge funds and large institutions have $5.6B invested in Erie Indemnity in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 116 reducing their positions, and 36 closing their positions.
115% more call options, than puts
Call options by funds: $34.4M | Put options by funds: $16M
13% more capital invested
Capital invested by funds: $4.98B → $5.6B (+$625M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.31% less ownership
Funds ownership: 36.56% → 36.25% (-0.31%)
1% less funds holding
Funds holding: 301 → 298 (-3)
3% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 36
13% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$33.6M |
| 2 |
Goldman Sachs
New York
|
+$14.8M |
| 3 |
Millennium Management
New York
|
+$13.3M |
| 4 |
Man Group
London,
United Kingdom
|
+$8.26M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$25.7M |
| 2 |
Amundi
Paris,
France
|
-$15.6M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$13.5M |
| 4 |
Jane Street
New York
|
-$12.8M |
| 5 |
Barclays
London,
United Kingdom
|
-$12.6M |
ERIE Hedge Fund Activity: Q4 2023 in Review
298 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2023, worth a combined $5.6B — up 13% from $4.98B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of ERIE and 35 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 101 added.
The largest buyer was Invesco, adding an estimated $33.6M. The largest seller was Renaissance Technologies, cutting an estimated $25.7M.
- 298 institutional investors held Erie Indemnity (ERIE) as of Q4 2023, down from 301 in Q3 2023.
- Funds reported $5.6B of Erie Indemnity stock for Q4 2023, up 13% quarter-over-quarter.
- 35 funds opened new Erie Indemnity positions in Q4 2023 and 36 closed out, a net change of -1 holder.
- The largest Erie Indemnity buyer in Q4 2023 was Invesco, an estimated $33.6M added.
- The largest Erie Indemnity seller in Q4 2023 was Renaissance Technologies, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2023.