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Ericsson

358 hedge funds and large institutions have $3.42B invested in Ericsson in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

40% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 95

14% more funds holding

Funds holding: 315358 (+43)

7% more capital invested

Capital invested by funds: $3.2B → $3.42B (+$224M)

0.29% less ownership

Funds ownership: 9.61%9.32% (-0.29%)

12% less call options, than puts

Call options by funds: $58.5M | Put options by funds: $66.6M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
358
Holders Change
+43
Holders Change %
+13.65%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
76
Increased
133
Reduced
95
Closed
31
Calls
$58.5M
Puts
$66.6M
Net Calls
-$8.12M
Net Calls Change
+$9.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
226
Penn Mutual Asset Management
Pennsylvania
$160K +$72.9K +6,225 +86%
DC
227
DeDora Capital
California
$158K +$879 +75 +0.6%
EWA
228
EP Wealth Advisors
California
$146K +$143K +12,239 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$145K +$142K +12,120 New
TPCW
230
TD Private Client Wealth
New York
$144K +$75.2K +6,416 +113%
SFS
231
Sowell Financial Services
Arkansas
$142K +$123K +10,511 +775%
VFA
232
Voya Financial Advisors
Connecticut
$142K +$140K +11,956 New
GT
233
Glenmede Trust
Pennsylvania
$140K -$785 -67 -0.6%
CAN
234
Cetera Advisor Networks
California
$140K +$137K +11,704 New
IB
235
Intrust Bank
Kansas
$140K +$137K +11,719 New
UCFA
236
United Capital Financial Advisors
Texas
$139K -$3.24M -276,690 -96%
JMPWA
237
JP Morgan Private Wealth Advisors
California
$138K -$8.41K -718 -6%
LSA
238
Leonteq Securities AG
Switzerland
$136K +$133K +11,357 New
DWT
239
Dorsey & Whitney Trust
South Dakota
$134K
FA
240
FDx Advisors
Illinois
$129K +$127K +10,826 New
FAIM
241
Financial Advocates Investment Management
Washington
$125K
WIA
242
Wealthstreet Investment Advisors
Texas
$121K
CCP
243
Corient Capital Partners
California
$120K +$118K +10,056 New
Simplex Trading
244
Simplex Trading
Illinois
$118K -$747K -63,725 -87%
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$106K +$104K +8,884 New
UFF
246
USA Financial Formulas
Michigan
$103K -$20K -1,707 -17%
FCH
247
Freestone Capital Holdings
Washington
$101K -$48.4K -4,133 -33%
SFO
248
Standard Family Office
South Dakota
$98K +$95.7K +8,168 New
IAIM
249
International Assets Investment Management
Florida
$96K +$94.5K +8,067 New
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$95K +$83.2K +7,103 +855%

ERIC Hedge Fund Activity: Q4 2020 in Review

358 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2020, worth a combined $3.42B — up 7% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ERIC positions and 31 closed out — a net gain of 45 holders — while 133 added to existing stakes and 95 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $106M.

  • 358 institutional investors held Ericsson (ERIC) as of Q4 2020, up from 315 in Q3 2020.
  • Funds reported $3.42B of Ericsson stock for Q4 2020, up 7% quarter-over-quarter.
  • 76 funds opened new Ericsson positions in Q4 2020 and 31 closed out, a net change of +45 holders.
  • The largest Ericsson buyer in Q4 2020 was Neuberger Berman Group, an estimated $115M added.
  • The largest Ericsson seller in Q4 2020 was Fidelity Investments, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.