ERIE Institutional Ownership
Erie Indemnity Company
1W: +0.4%
1M: +12.0%
3M: -0.0%
YTD: -9.0%
1Y: -22.2%
3Y: -13.3%
5Y: +37.7%
$246.88
-4.42 (-1.76%)
Weekly Expected Move ±4.6%
$230
$242
$254
$265
$277
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.
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.
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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 (140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 10,298,701 | $2.5B | +10,270,103 | +35912.0% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 1,437,522 | $355M | +1,437,522 | — | 1Q | SEC ↗ |
| 3 | ProShare Advisors LLC NEW | 641,437 | $158M | +641,437 | — | 1Q | SEC ↗ |
| 4 | Vest Financial, LLC | 232,397 | $57M | -144,751 | -38.4% | 2Q | SEC ↗ |
| 5 | CWA Asset Management Group, LLC NEW | 164,630 | $41M | +164,630 | — | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 151,630 | $37M | +151,630 | — | 1Q | SEC ↗ |
| 7 | HSBC HOLDINGS PLC | 102,908 | $25M | +76,872 | +295.3% | 27Q | SEC ↗ |
| 8 | Columbia Asset Management | 72,619 | $18M | +27 | +0.0% | 2Q | SEC ↗ |
| 9 | Allegheny Financial Group | 65,647 | $16M | — | +0.0% | 2Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC NEW | 57,083 | $14M | +57,083 | — | 1Q | SEC ↗ |
| 11 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 54,732 | $14M | -127,580 | -70.0% | 2Q | SEC ↗ |
| 12 | PDT Partners, LLC NEW | 48,895 | $12M | +48,895 | — | 1Q | SEC ↗ |
| 13 | CAPITOLIS LIQUID GLOBAL MARKETS LLC NEW | 45,000 | $11M | +45,000 | — | 1Q | SEC ↗ |
| 14 | RENAISSANCE TECHNOLOGIES LLC NEW | 31,991 | $8M | +31,991 | — | 1Q | SEC ↗ |
| 15 | PRINCIPAL FINANCIAL GROUP INC NEW | 29,425 | $7M | +29,425 | — | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN NEW | 25,900 | $6M | +25,900 | — | 1Q | SEC ↗ |
| 17 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 24,378 | $6M | +24,378 | — | 1Q | SEC ↗ |
| 18 | Vident Advisory, LLC NEW | 21,426 | $5M | +21,426 | — | 1Q | SEC ↗ |
| 19 | Rehmann Capital Advisory Group NEW | 19,886 | $5M | +19,886 | — | 1Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC NEW | 19,282 | $5M | +19,282 | — | 1Q | SEC ↗ |
| 21 | Schonfeld Strategic Advisors LLC NEW | 19,169 | $5M | +19,169 | — | 1Q | SEC ↗ |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, | 18,539 | $5M | +649 | +3.6% | 2Q | SEC ↗ |
| 23 | HBK Sorce Advisory LLC NEW | 16,143 | $4M | +16,143 | — | 1Q | SEC ↗ |
| 24 | Ensign Peak Advisors, Inc NEW | 16,016 | $4M | +16,016 | — | 1Q | SEC ↗ |
| 25 | WEDGEWOOD INVESTORS INC /PA/ NEW | 14,448 | $4M | +14,448 | — | 1Q | SEC ↗ |
| 26 | MARSHALL WACE, LLP NEW | 10,196 | $3M | +10,196 | — | 1Q | SEC ↗ |
| 27 | Man Group plc NEW | 9,874 | $2M | +9,874 | — | 1Q | SEC ↗ |
| 28 | Ascentis Wealth Management, LLC NEW | 9,350 | $2M | +9,350 | — | 1Q | SEC ↗ |
| 29 | TORONTO DOMINION BANK NEW | 8,567 | $2M | +8,567 | — | 1Q | SEC ↗ |
| 30 | Handelsbanken Fonder AB NEW | 7,585 | $2M | +7,585 | — | 1Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC NEW | 7,349 | $2M | +7,349 | — | 1Q | SEC ↗ |
| 32 | Czech National Bank NEW | 7,231 | $2M | +7,231 | — | 1Q | SEC ↗ |
| 33 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 6,832 | $2M | +6,832 | — | 1Q | SEC ↗ |
| 34 | Legacy Financial Strategies, LLC NEW | 6,560 | $2M | +6,560 | — | 1Q | SEC ↗ |
| 35 | Nykredit A/S NEW | 6,078 | $2M | +6,078 | — | 1Q | SEC ↗ |
| 36 | Freestone Grove Partners LP | 5,801 | $1M | -1,277 | -18.0% | 2Q | SEC ↗ |
| 37 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 5,611 | $1M | -307 | -5.2% | 2Q | SEC ↗ |
| 38 | DONALDSON CAPITAL MANAGEMENT, LLC NEW | 5,470 | $1M | +5,470 | — | 1Q | SEC ↗ |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 5,365 | $1M | +5,365 | — | 1Q | SEC ↗ |
| 40 | Retirement Systems of Alabama NEW | 5,336 | $1M | +5,336 | — | 1Q | SEC ↗ |
| 41 | IEQ CAPITAL, LLC NEW | 5,303 | $1M | +5,303 | — | 1Q | SEC ↗ |
| 42 | OPPENHEIMER & CO INC NEW | 4,922 | $1M | +4,922 | — | 1Q | SEC ↗ |
| 43 | BANK OF NOVA SCOTIA NEW | 4,197 | $1M | +4,197 | — | 1Q | SEC ↗ |
| 44 | PARAGON CAPITAL MANAGEMENT INC NEW | 4,050 | $1000K | +4,050 | — | 1Q | SEC ↗ |
| 45 | Bishop & Co Investment Management, LLC NEW | 3,577 | $883K | +3,577 | — | 1Q | SEC ↗ |
| 46 | Merit Financial Group, LLC | 3,301 | $815K | -1,655 | -33.4% | 2Q | SEC ↗ |
| 47 | Drucker Wealth 3.0, LLC | 3,215 | $794K | +2,649 | +468.0% | 2Q | SEC ↗ |
| 48 | MFA WEALTH ADVISORS, LLC | 3,209 | $792K | -208 | -6.1% | 2Q | SEC ↗ |
| 49 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 3,120 | $770K | +3,120 | — | 1Q | SEC ↗ |
| 50 | OP Asset Management Ltd NEW | 3,091 | $763K | +3,091 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 1,437,522 | $355M |
| ProShare Advisors LLC | 641,437 | $158M |
| CWA Asset Management Group, LLC | 164,630 | $41M |
| GOLDMAN SACHS GROUP INC | 151,630 | $37M |
| CITADEL ADVISORS LLC | 57,083 | $14M |
| PDT Partners, LLC | 48,895 | $12M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 45,000 | $11M |
| RENAISSANCE TECHNOLOGIES LLC | 31,991 | $8M |
| PRINCIPAL FINANCIAL GROUP INC | 29,425 | $7M |
| WELLS FARGO & COMPANY/MN | 25,900 | $6M |
| YOUSIF CAPITAL MANAGEMENT, LLC | 24,378 | $6M |
| Vident Advisory, LLC | 21,426 | $5M |
| Rehmann Capital Advisory Group | 19,886 | $5M |
| ENVESTNET ASSET MANAGEMENT INC | 19,282 | $5M |
| Schonfeld Strategic Advisors LLC | 19,169 | $5M |
| HBK Sorce Advisory LLC | 16,143 | $4M |
| Ensign Peak Advisors, Inc | 16,016 | $4M |
| WEDGEWOOD INVESTORS INC /PA/ | 14,448 | $4M |
| MARSHALL WACE, LLP | 10,196 | $3M |
| Man Group plc | 9,874 | $2M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +10,270,103 | +35912.0% | 10,298,701 |
| HSBC HOLDINGS PLC | +83,328 | +426.7% | 102,855 |
| Vest Financial, LLC | +42,478 | +22.5% | 231,052 |
| Drucker Wealth 3.0, LLC | +2,649 | +468.0% | 3,215 |
| Merit Financial Group, LLC | +1,426 | +86.3% | 3,078 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +649 | +3.6% | 18,539 |
| GATEWAY INVESTMENT ADVISERS LLC | +320 | +20.8% | 1,857 |
| Mariner, LLC | +147 | +6.0% | 2,601 |
| GAMMA Investing LLC | +124 | +24.6% | 629 |
| Capital Advisors, Ltd. LLC | +49 | +2450.0% | 51 |
| Aspect Partners, LLC | +30 | +500.0% | 36 |
| Columbia Asset Management | +27 | +0.0% | 72,619 |
| Versant Capital Management, Inc | +25 | +17.9% | 165 |
| TD PRIVATE CLIENT WEALTH LLC | +23 | +1150.0% | 25 |
| Farther Finance Advisors, LLC | +8 | +5.4% | 156 |
| MassMutual Private Wealth & Trust, | +6 | +6.6% | 97 |
| SUMMIT SECURITIES GROUP LLC | +2 | +50.0% | 6 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Vest Financial, LLC | -187,229 | -99.3% | 1,345 |
| CAISSE DE DEPOT ET PLACEMENT DU QUE | -127,580 | -70.0% | 54,732 |
| HSBC HOLDINGS PLC | -6,456 | -99.2% | 53 |
| Merit Financial Group, LLC | -3,081 | -93.3% | 223 |
| Freestone Grove Partners LP | -1,277 | -18.0% | 5,801 |
| FIRST UNITED BANK & TRUST | -1,000 | -50.0% | 1,000 |
| Wedmont Private Capital | -316 | -25.2% | 936 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -307 | -5.2% | 5,611 |
| MFA WEALTH ADVISORS, LLC | -208 | -6.1% | 3,209 |
| CX Institutional | -112 | -11.6% | 853 |
| Laraway Financial Advisors Inc | -100 | -5.1% | 1,860 |
| HARTFORD INVESTMENT MANAGEMENT CO | -78 | -5.3% | 1,388 |
| Basecamp Wealth Advisors LLC | -70 | -47.0% | 79 |
| State of Alaska, Department of Reve | -40 | -1.6% | 2,490 |
| CoreCap Advisors, LLC | -21 | -28.0% | 54 |
| Parkside Financial Bank & Trust | -11 | -23.9% | 35 |
| Physician Wealth Advisors, Inc. | -5 | -71.4% | 2 |
| IFP Advisors, Inc | -5 | -35.7% | 9 |
| Activest Wealth Management | -4 | -66.7% | 2 |
| Planning Strategies Inc. | -3 | -50.0% | 3 |