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ERIE Institutional Ownership

Erie Indemnity Company
1W: +3.7% 1M: +13.5% 3M: +4.3% YTD: -7.4% 1Y: -21.0% 3Y: -13.0% 5Y: +41.6%
$246.88
-4.42 (-1.76%)
After Hours: $245.97 (-0.91, -0.37%)
Weekly Expected Move ±4.6%
$230 $242 $254 $265 $277
NASDAQ · Financial Services · Insurance - Property & Casualty · Tech Score Buy · Power 73 · $11.6B mcap · 25M float · 1.04% daily turnover · Short 73% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — ERIE

485
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
84
New Positions
190
Increased
157
Reduced
42
Closed
1.25
Put/Call Ratio

Ownership Trends

Top Institutional Holders (530 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PNC Financial Services Group, Inc. 4,826,778 $1.2B -82,256 -1.7% 15Q SEC ↗
2 BlackRock, Inc. 1,674,602 $421M +93,436 +5.9% 8Q SEC ↗
3 VANGUARD CAPITAL MANAGEMENT LLC 1,635,926 $411M +5,243 +0.3% 2Q SEC ↗
4 STATE STREET CORP 1,437,522 $361M +54,495 +3.9% 46Q SEC ↗
5 VANGUARD PORTFOLIO MANAGEMENT LLC 1,111,008 $279M +5,119 +0.5% 2Q SEC ↗
6 Invesco Ltd. 1,091,087 $274M +94,541 +9.5% 79Q SEC ↗
7 GEODE CAPITAL MANAGEMENT, LLC 899,461 $226M +37,438 +4.3% 92Q SEC ↗
8 Sixth Street Partners Management Compa NEW 855,984 $215M — +0.0% 1Q SEC ↗
9 CHARLES SCHWAB INVESTMENT MANAGEMENT I 855,984 $215M +91,995 +12.0% 15Q SEC ↗
10 ProShare Advisors LLC 641,437 $161M +43,463 +7.3% 12Q SEC ↗
11 BANK OF AMERICA CORP /DE 526,267 $132M +46,485 +9.7% 15Q SEC ↗
12 MORGAN STANLEY 513,784 $129M +56,027 +12.2% 60Q SEC ↗
13 DIMENSIONAL FUND ADVISORS LP 260,197 $65M +34,204 +15.1% 102Q SEC ↗
14 Vest Financial, LLC 191,289 $48M +6,279 +3.4% 6Q SEC ↗
15 NORTHERN TRUST CORP 180,016 $45M +2,280 +1.3% 110Q SEC ↗
16 NORGES BANK NEW 171,369 $43M — +0.0% 1Q SEC ↗
17 Bank of New York Mellon Corp 164,118 $41M -463 -0.3% 76Q SEC ↗
18 NOMURA ASSET MANAGEMENT CO LTD 155,862 $39M +10,435 +7.2% 29Q SEC ↗
19 DEUTSCHE BANK AG 152,735 $38M +10,586 +7.4% 52Q SEC ↗
20 GOLDMAN SACHS GROUP INC 151,630 $38M -10,485 -6.5% 15Q SEC ↗
21 CITIGROUP INC 147,885 $37M +42,291 +40.1% 59Q SEC ↗
22 BARCLAYS PLC 143,828 $36M +20,879 +17.0% 67Q SEC ↗
23 VANGUARD FIDUCIARY TRUST CO 139,987 $35M +89 +0.1% 2Q SEC ↗
24 BNP PARIBAS FINANCIAL MARKETS 122,372 $31M +30,860 +33.7% 48Q SEC ↗
25 UBS AM, a distinct business unit of UB 121,438 $31M +3,298 +2.8% 43Q SEC ↗
26 UBS Group AG 120,677 $30M -18,483 -13.3% 47Q SEC ↗
27 Erste Asset Management GmbH 105,000 $26M +42,000 +66.7% 26Q SEC ↗
28 HSBC HOLDINGS PLC 102,908 $26M +58,178 +130.1% 30Q SEC ↗
29 Legal & General Group Plc 101,127 $25M +103 +0.1% 27Q SEC ↗
30 Summit Trail Advisors, LLC 92,804 $23M +441 +0.5% 5Q SEC ↗
31 CWA Asset Management Group, LLC NEW 91,110 $23M — +0.0% 1Q SEC ↗
32 Mitsubishi UFJ Asset Management Co., L 80,980 $20M +7,424 +10.1% 31Q SEC ↗
33 Columbia Asset Management 72,592 $18M +23 +0.0% 17Q SEC ↗
34 Swiss National Bank 71,540 $18M -3,000 -4.0% 43Q SEC ↗
35 MILLENNIUM MANAGEMENT LLC 70,887 $18M -69,558 -49.5% 22Q SEC ↗
36 Sumitomo Mitsui Trust Group, Inc. 70,487 $18M +2,092 +3.1% 29Q SEC ↗
37 JPMORGAN CHASE & CO 68,331 $17M +33,195 +94.5% 43Q SEC ↗
38 Allegheny Financial Group 65,647 $16M — +0.0% 23Q SEC ↗
39 TRUIST FINANCIAL CORP 60,696 $15M -11 -0.0% 28Q SEC ↗
40 Voleon Capital Management LP 58,260 $15M +26,533 +83.6% 7Q SEC ↗
41 CITADEL ADVISORS LLC 57,083 $14M +32,134 +128.8% 56Q SEC ↗
42 Caisse de depot et placement du Quebec 54,732 $14M -127,580 -70.0% 16Q SEC ↗
43 Vanguard Global Advisers, LLC 52,175 $13M -847 -1.6% 2Q SEC ↗
44 PDT Partners, LLC 48,895 $12M +32,555 +199.2% 3Q SEC ↗
45 Amundi 48,678 $12M +882 +1.8% 21Q SEC ↗
46 RHUMBLINE ADVISERS 45,499 $11M +2,353 +5.5% 91Q SEC ↗
47 CAPITOLIS LIQUID GLOBAL MARKETS LLC NEW 45,000 $11M — +0.0% 1Q SEC ↗
48 Balyasny Asset Management L.P. NEW 43,254 $11M — +0.0% 1Q SEC ↗
49 CALIFORNIA STATE TEACHERS RETIREMENT S 42,956 $11M +14,358 +50.2% 58Q SEC ↗
50 AMERICAN CENTURY COMPANIES INC 40,636 $10M +21,342 +110.6% 15Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Invesco Ltd. +94,541 +9.5% 1,091,087
BlackRock, Inc. +93,436 +5.9% 1,674,602
CHARLES SCHWAB INVESTMENT MANAGEMEN +91,995 +12.0% 855,984
HSBC HOLDINGS PLC +58,178 +130.1% 102,908
MORGAN STANLEY +56,027 +12.2% 513,784
STATE STREET CORP +54,495 +3.9% 1,437,522
BANK OF AMERICA CORP /DE +46,485 +9.7% 526,267
ProShare Advisors LLC +43,463 +7.3% 641,437
CITIGROUP INC +42,291 +40.1% 147,885
Erste Asset Management GmbH +42,000 +66.7% 105,000
GEODE CAPITAL MANAGEMENT, LLC +37,438 +4.3% 899,461
DIMENSIONAL FUND ADVISORS LP +34,204 +15.1% 260,197
JPMORGAN CHASE & CO +33,195 +94.5% 68,331
PDT Partners, LLC +32,555 +199.2% 48,895
CITADEL ADVISORS LLC +32,134 +128.8% 57,083
BNP PARIBAS FINANCIAL MARKETS +30,860 +33.7% 122,372
Voleon Capital Management LP +26,533 +83.6% 58,260
Quantinno Capital Management LP +21,535 +355.0% 27,602
AMERICAN CENTURY COMPANIES INC +21,342 +110.6% 40,636
BARCLAYS PLC +20,879 +17.0% 143,828
Biggest Decreases (20)
HolderReducedChange %Total Shares
FRANKLIN RESOURCES INC -158,561 -94.8% 8,741
Caisse de depot et placement du Que -127,580 -70.0% 54,732
Focus Partners Wealth -88,800 -77.6% 25,645
PNC Financial Services Group, Inc. -82,256 -1.7% 4,826,778
MILLENNIUM MANAGEMENT LLC -69,558 -49.5% 70,887
UBS Group AG -18,483 -13.3% 120,677
SG Americas Securities, LLC -16,495 -77.3% 4,841
ROYAL BANK OF CANADA -13,222 -55.0% 10,837
GOLDMAN SACHS GROUP INC -10,485 -6.5% 151,630
GSA CAPITAL PARTNERS LLP -9,652 -84.1% 1,820
Ensign Peak Advisors, Inc -9,032 -79.2% 2,379
WELLS FARGO & COMPANY/MN -7,358 -28.4% 18,542
SUSQUEHANNA FUNDAMENTAL INVESTMENTS -6,382 -18.2% 28,653
D. E. Shaw & Co., Inc. -6,303 -53.6% 5,455
NATIXIS -6,253 -88.1% 844
Quantbot Technologies LP -6,037 -29.5% 14,456
FIRST TRUST ADVISORS LP -5,035 -69.1% 2,250
OCCUDO QUANTITATIVE STRATEGIES LP -4,048 -51.7% 3,778
UniSuper Management Pty Ltd -3,816 -62.1% 2,327
Man Group plc -3,814 -27.9% 9,874

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms