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Erie Indemnity

398 hedge funds and large institutions have $7.12B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $15M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 119

8% more funds holding

Funds holding: 370398 (+28)

0.43% more ownership

Funds ownership: 36.98%37.41% (+0.43%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $9.05B → $7.12B (-$1.92B)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
147
Reduced
119
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$2.02B +$132K +296 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22B +$24.8M +55,322 +2%
BlackRock
3
BlackRock
New York
$669M -$76.1M -169,970 -9%
State Street
4
State Street
Massachusetts
$547M -$22.2M -49,683 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$308M +$9.72M +21,712 +3%
Franklin Resources
6
Franklin Resources
California
$295M -$2.02M -4,510 -0.6%
Invesco
7
Invesco
Georgia
$214M +$91.3M +204,010 +65%
Northern Trust
8
Northern Trust
Illinois
$75.9M +$9.09M +20,312 +12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$75.6M -$652K -1,457 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$75.2M -$1.2M -2,688 -1%
Charles Schwab
11
Charles Schwab
California
$64.8M +$6.56M +14,646 +10%
UBS AM
12
UBS AM
Illinois
$62.5M -$28.2M -62,924 -29%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$61M +$34.9M +77,912 +111%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$58.2M +$3.81M +8,522 +6%
AUB
15
Atlantic Union Bankshares
Virginia
$45.9M -$448K -1,000 -0.9%
Deutsche Bank
16
Deutsche Bank
Germany
$44.2M +$17.3M +38,562 +56%
UBS Group
17
UBS Group
Switzerland
$41.9M +$17.3M +38,669 +61%
Legal & General Group
18
Legal & General Group
United Kingdom
$36.9M -$976K -2,180 -2%
Millennium Management
19
Millennium Management
New York
$34.2M +$14.4M +32,191 +63%
JP Morgan Chase
20
JP Morgan Chase
New York
$31.5M +$798K +1,783 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$31M +$30.7M +68,542 +1,023%
Goldman Sachs
22
Goldman Sachs
New York
$30.8M -$12.3M -27,552 -27%
CAM
23
Columbia Asset Management
Michigan
$30.3M -$678K -1,515 -2%
Barclays
24
Barclays
United Kingdom
$29.9M -$7.7M -17,198 -19%
Swiss National Bank
25
Swiss National Bank
Switzerland
$29.6M -$1.52M -3,400 -5%

ERIE Hedge Fund Activity: Q4 2024 in Review

398 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2024, worth a combined $7.12B — down 21% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 47 closed out — a net gain of 35 holders — while 147 added to existing stakes and 119 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was BlackRock, cutting an estimated $76.1M.

  • 398 institutional investors held Erie Indemnity (ERIE) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $7.12B of Erie Indemnity stock for Q4 2024, down 21% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q4 2024 and 47 closed out, a net change of +35 holders.
  • The largest Erie Indemnity buyer in Q4 2024 was Invesco, an estimated $91.3M added.
  • The largest Erie Indemnity seller in Q4 2024 was BlackRock, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2024.