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Erie Indemnity

310 hedge funds and large institutions have $6.06B invested in Erie Indemnity in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $3.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.36% less ownership

Funds ownership: 36.59%36.23% (-0.36%)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 317310 (-7)

10% less capital invested

Capital invested by funds: $6.77B → $6.06B (-$706M)

11% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 118

Holders
310
Holders Change
-7
Holders Change %
-2.21%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
105
Reduced
118
Closed
37
Calls
$24.4M
Puts
$3.04M
Net Calls
+$21.4M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.78B -$109K -286 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$894M -$3.69M -9,712 -0.4%
BlackRock
3
BlackRock
New York
$880M -$17.5M -46,082 -2%
State Street
4
State Street
Massachusetts
$378M -$20M -52,669 -5%
Franklin Resources
5
Franklin Resources
California
$282M +$2.01M +5,300 +0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$181M +$11.2M +29,493 +6%
Invesco
7
Invesco
Georgia
$122M +$16.2M +42,725 +15%
UBS AM
8
UBS AM
Illinois
$96.8M -$3.52M -9,275 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$71.9M +$4.39M +11,561 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$69.8M -$3.2M -8,414 -4%
Northern Trust
11
Northern Trust
Illinois
$62.1M +$7.62M +20,057 +13%
First Trust Advisors
12
First Trust Advisors
Illinois
$59.4M +$55.5M +146,145 +826%
Morgan Stanley
13
Morgan Stanley
New York
$57.3M +$7.24M +19,045 +14%
Charles Schwab
14
Charles Schwab
California
$53.4M +$4.06M +10,686 +8%
AUB
15
Atlantic Union Bankshares
Virginia
$53.1M
Goldman Sachs
16
Goldman Sachs
New York
$52.5M +$1.33M +3,512 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$45.7M +$2.42M +6,366 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$38.5M +$144K +380 +0.4%
Principal Financial Group
19
Principal Financial Group
Iowa
$32.1M -$4.05M -10,658 -11%
ProShare Advisors
20
ProShare Advisors
Maryland
$29.4M -$2.79M -7,351 -8%
CAM
21
Columbia Asset Management
Michigan
$27.4M -$5.44M -14,316 -16%
Swiss National Bank
22
Swiss National Bank
Switzerland
$27.2M -$380K -1,000 -1%
AFG
23
Allegheny Financial Group
Pennsylvania
$24.3M +$453K +1,191 +2%
Truist Financial
24
Truist Financial
North Carolina
$24.2M -$1.15M -3,016 -4%
Amundi
25
Amundi
France
$21.9M -$866K -2,280 -4%