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Ericsson

361 hedge funds and large institutions have $2.77B invested in Ericsson in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 361361 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.23% less ownership

Funds ownership: 9.53%8.3% (-1.2%)

15% less capital invested

Capital invested by funds: $3.28B → $2.77B (-$508M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $101M

Holders
361
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
108
Reduced
116
Closed
56
Calls
$60.1M
Puts
$101M
Net Calls
-$41.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$140K -$78.9K -7,219 -36%
TWC
227
TD Waterhouse Canada
Ontario, Canada
$136K +$133K +12,144 New
MAM
228
Meeder Asset Management
Ohio
$135K +$107K +9,767 +372%
D.E. Shaw & Co
229
D.E. Shaw & Co
New York
$134K +$6.56K +600 +5%
HAI
230
Hennessy Advisors Inc
California
$132K +$8.09K +740 +6%
BC
231
Bridgefront Capital
Texas
$131K -$80.9K -7,398 -38%
PWPS
232
Pinnacle Wealth Planning Services
Ohio
$127K +$16.4K +1,498 +15%
RMCM
233
Reynders McVeigh Capital Management
Massachusetts
$126K
B
234
Bailard
California
$126K +$4.56K +417 +4%
SRC
235
Sage Rhino Capital
California
$125K +$125K +11,469 New
BPA
236
Beacon Pointe Advisors
California
$122K +$10.8K +988 +10%
SFWA
237
Summit Financial Wealth Advisors
Louisiana
$120K
Vontobel Holding
238
Vontobel Holding
Switzerland
$120K
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K -$8.2K -750 -6%
CCP
240
Corient Capital Partners
California
$116K -$53.2K -4,865 -31%
FCH
241
Freestone Capital Holdings
Washington
$116K +$6.19K +566 +6%
FA
242
FDx Advisors
Illinois
$115K +$3.94K +360 +4%
FAIM
243
Financial Advocates Investment Management
Washington
$113K
RCA
244
Resonant Capital Advisors
Wisconsin
$110K
AWP
245
Abacus Wealth Partners
California
$109K +$109K +10,000 New
TRCT
246
Tower Research Capital (TRC)
New York
$108K -$15.8K -1,442 -13%
RK
247
Rather & Kittrell
Tennessee
$104K +$105K +9,645 New
SG Americas Securities
248
SG Americas Securities
New York
$103K
Bessemer Group
249
Bessemer Group
New Jersey
$98K +$58.6K +5,362 +146%
HNB
250
Huntington National Bank
Ohio
$97K +$16.9K +1,542 +21%

ERIC Hedge Fund Activity: Q4 2021 in Review

361 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2021, worth a combined $2.77B — down 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ERIC positions and 56 closed out — a net gain of 4 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $49.8M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $158M sold.

  • 361 institutional investors held Ericsson (ERIC) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.77B of Ericsson stock for Q4 2021, down 15% quarter-over-quarter.
  • 60 funds opened new Ericsson positions in Q4 2021 and 56 closed out, a net change of +4 holders.
  • The largest Ericsson buyer in Q4 2021 was Arrowstreet Capital, an estimated $49.8M added.
  • The largest Ericsson seller in Q4 2021 was MUFG Securities EMEA, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2021.