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Ericsson
ERIC

Overview Fund Activity

246 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+12
Holders Change %
+5.13%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
68
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$922M
3
Citadel Advisors
Citadel Advisors
Florida
$17.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
$13.4M
5
Morgan Stanley
Morgan Stanley
New York
$40.4M

Top Sellers

1
SC
SRB Corp
Massachusetts
$64.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.28M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$85.6K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$185K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
PrairieView Partners
Minnesota
$1K – – –
ASN
227
Advisory Services Network
Georgia
$970 +$970 +154 New
LC
228
Lindbrook Capital
California
$901 – – –
FGAM
229
Financial Gravity Asset Management
Texas
$842 +$421 +80 +100%
ECM
230
Estabrook Capital Management
New York
$756 – – –
PP
231
Pacifica Partners
Canada
$683 – – –
WBC
232
West Branch Capital
Massachusetts
$630 – – –
BCM
233
Bourgeon Capital Management
Connecticut
$567 +$233 +37 +70%
WTC
234
WhitTier Trust Company
Nevada
$529 – – –
TVAMP
235
Tennessee Valley Asset Management Partners
Tennessee
$470 +$470 +75 New
NSIM
236
North Star Investment Management
Illinois
$359 – – –
WT
237
Whittier Trust
California
$315 – – –
CI
238
Cordant Inc
Oregon
$315 +$315 +50 New
HCM
239
Highlander Capital Management
New Jersey
$252 – – –
PA
240
Parallel Advisors
California
$202 -$808 -128 -80%
GWM
241
Guardian Wealth Management
Illinois
$189 – – –
GIA
242
GHP Investment Advisors
Colorado
$51 +$51 +8 New
FWM
243
Focused Wealth Management
New York
$25 +$25 +4 New
IPW
244
Impact Partnership Wealth
Georgia
$6 – – –
Point72 Asset Management
245
Point72 Asset Management
Connecticut
– -$25.1M -5,157,300 Closed
PCM
246
Palouse Capital Management
Washington
– -$2.79M -574,353 Closed
WCM
247
Westerly Capital Management
California
– -$2.19M -450,000 Closed
JC
248
JB Capital
Connecticut
– -$1.83M -377,506 Closed
PIM
249
Platinum Investment Management
Australia
– -$1.57M -323,175 Closed
GKFF
250
George Kaiser Family Foundation
Oklahoma
– -$1.46M -299,462 Closed
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10
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