Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Erie Indty Co (ERIE)

396 + Investors. Track Smart Money conviction in ERIE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — ERIE

Based on 398 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ERIE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
398 hedge funds hold ERIE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ERIE is almost the same as a year ago (-7 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

231 buying196 selling
Last quarter: 231 funds bought or added vs 196 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~57 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 62 → 61 → 58 → 57. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
248 out of 398 hedge funds have held ERIE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~57 new funds/quarter

68 → 62 → 61 → 58 → 57 new funds/Q
New funds entering each quarter: 62 → 61 → 58 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 25% new
Of 405 current holders: 265 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
56 of 398 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ERIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ERIE

In 2026 Q1, 231 hedge funds were net buyers of ERIE (57 opened a new position, 174 added to an existing one), while 196 reduced or exited (123 trimmed, 73 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 63% of total institutional value in ERIE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -16 funds (more exits than new entries). Total institutional holders: 398.

Hedge Fund Ownership: ERIE

How many hedge funds hold ERIE — quarterly history vs. share price
Quarterly hedge fund ownership of ERIE vs. share price

Market Analysis: ERIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ERIE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Erie Indty Co (ERIE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ERIE has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
ERIE
-9.8%
XLF
+6.6%

ERIE outperformed XLF by -16.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
ERIE
+6.4%
XLF
+3.0%

Since the filing became public, ERIE outperformed XLF by +3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ERIE
396 + Investors

Track Smart Money conviction in ERIE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 396 414 -4.35%
13F Shares 20M 21M -4.16%
Total Value $5.00B $5.99B -16.52%
New Positions 55 58 -3
Increased Positions 173 168 +5
Closed Positions 73 55 +18
Reduced Positions 120 130 -10
Total Calls 3 4 -25.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.33 0.5 Bearish

Statistics: ERIE

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Institutional Holders (2026 Q1)

396 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ERIE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ERIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wedgewood Investors Inc /Pa/ 4.96% 17,223 $4.3M
2 Columbia Asset Management 3.47% 72,569 $18.2M
3 Allegheny Financial Group 2.22% 65,647 $16.5M
4 SOL Capital Management CO 2.17% 12,724 $4.5M
5 Rodgers Brothers Inc. 0.75% 25,701 $6.5M
6 PNC Financial Services Group, INC. 0.71% 4,909,034 $1.23B
7 Vest Financial, LLC 0.56% 185,010 $46.5M
8 Sovereign's Capital Management, LLC 0.37% 1,988 $500K
9 Hendershot Investments Inc. 0.36% 10,732 $2.7M
10 Bishop & Co Investment Management, LLC 0.35% 4,048 $1.0M
11 Laraway Financial Advisors Inc 0.35% 1,960 $493K
12 IRON Financial LLC 0.34% 3,123 $785K
13 Summit Trail Advisors, LLC 0.33% 92,363 $23.2M
14 Susquehanna Fundamental Investments, LLC 0.33% 35,035 $8.8M
15 Seneschal Advisors, LLC 0.33% 1,760 $442K
16 Significant Wealth Partners LLC 0.32% 1,048 $263K
17 LRT Capital Management, LLC 0.29% 1,257 $316K
18 Rehmann Capital Advisory Group 0.26% 19,890 $5.0M
19 First United Bank & Trust 0.24% 3,000 $754K
20 PDT Partners, LLC 0.24% 16,340 $4.1M
21 ProShare Advisors LLC 0.22% 597,974 $150.3M
22 Quantbot Technologies LP 0.21% 20,493 $5.2M
23 Pennsylvania Capital Management Inc /Adv 0.18% 2,550 $641K
24 Ade, LLC 0.18% 1,488 $374K
25 Mfa Wealth Advisors, LLC 0.18% 3,555 $893K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Erie Indty Co (ERIE)

What does the Smart Money Trend signal show for ERIE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ERIE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ERIE?

Slight buying edge — 54% buying: Last quarter: 231 funds bought or added vs 196 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ERIE holders?

Elite ownership — 63% AUM from top-100 funds: 56 of 398 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ERIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ERIE?

62% of holders stayed for 2+ years: 248 out of 398 hedge funds have held ERIE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Erie Indty Co (ERIE) following the 2026 Q1 hedge fund 13F filings?

As of today, ERIE has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), ERIE has gained -9.8% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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