We are live on ! Find out more
ERIE icon

Erie Indemnity

370 hedge funds and large institutions have $9.05B invested in Erie Indemnity in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

265% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $10.3M

49% more capital invested

Capital invested by funds: $6.06B → $9.05B (+$2.98B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more funds holding

Funds holding: 310370 (+60)

0.75% more ownership

Funds ownership: 36.23%36.98% (+0.75%)

5% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 124

Holders
370
Holders Change
+60
Holders Change %
+19.35%
% of All Funds
5.31%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
88
Increased
118
Reduced
124
Closed
23
Calls
$37.6M
Puts
$10.3M
Net Calls
+$27.3M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$2.65B -$188K -412 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.56B +$196M +430,553 +17%
BlackRock
3
BlackRock
New York
$968M -$290M -636,195 -26%
State Street
4
State Street
Massachusetts
$743M +$152M +333,536 +32%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$391M +$104M +227,651 +46%
Franklin Resources
6
Franklin Resources
California
$385M -$26M -57,074 -7%
Invesco
7
Invesco
Georgia
$170M -$10.2M -22,313 -7%
UBS AM
8
UBS AM
Illinois
$116M -$23.9M -52,547 -20%
Morgan Stanley
9
Morgan Stanley
New York
$99.9M +$12.2M +26,813 +17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$99.8M -$6.23M -13,675 -7%
Northern Trust
11
Northern Trust
Illinois
$88.5M -$3.43M -7,527 -4%
Charles Schwab
12
Charles Schwab
California
$77M -$2.15M -4,721 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$71.6M -$27.3M -59,993 -31%
AUB
14
Atlantic Union Bankshares
Virginia
$60.7M -$15.6M -34,175 -23%
Goldman Sachs
15
Goldman Sachs
New York
$55.2M -$19.4M -42,710 -29%
Legal & General Group
16
Legal & General Group
United Kingdom
$49.5M -$6.68M -14,671 -14%
Barclays
17
Barclays
United Kingdom
$48.4M +$30.9M +67,812 +311%
Swiss National Bank
18
Swiss National Bank
Switzerland
$40.6M
CAM
19
Columbia Asset Management
Michigan
$40.5M -$285K -626 -0.8%
JP Morgan Chase
20
JP Morgan Chase
New York
$40.3M -$23.4M -51,505 -41%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$37.8M +$24.1M +52,867 +307%
Deutsche Bank
22
Deutsche Bank
Germany
$37M +$15.5M +34,021 +98%
AFG
23
Allegheny Financial Group
Pennsylvania
$35.4M -$584K -1,283 -2%
UBS Group
24
UBS Group
Switzerland
$33.9M +$16.4M +35,935 +133%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$33.7M +$10.2M +22,337 +56%