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Ericsson

248 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, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
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
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
226
Delta Asset Management
Tennessee
$1.01K
HGERS
227
Householder Group Estate & Retirement Specialist
Arizona
$1K -$507 -100 -25%
PP
228
PrairieView Partners
Minnesota
$1K
ASN
229
Advisory Services Network
Georgia
$970 +$781 +154 New
LC
230
Lindbrook Capital
California
$901
FGAM
231
Financial Gravity Asset Management
Texas
$842 +$406 +80 +100%
ECM
232
Estabrook Capital Management
New York
$756
PP
233
Pacifica Partners
Canada
$683
WBC
234
West Branch Capital
Massachusetts
$630
BCM
235
Bourgeon Capital Management
Connecticut
$567 +$188 +37 +70%
WTC
236
WhitTier Trust Company
Nevada
$529
TVAMP
237
Tennessee Valley Asset Management Partners
Tennessee
$470 +$380 +75 New
Barclays
238
Barclays
United Kingdom
$410 -$329 -65 -50%
NSIM
239
North Star Investment Management
Illinois
$359
WT
240
Whittier Trust
California
$315
CI
241
Cordant Inc
Oregon
$315 +$253 +50 New
HCM
242
Highlander Capital Management
New Jersey
$252
PA
243
Parallel Advisors
California
$202 -$649 -128 -80%
GWMI
244
Guardian Wealth Management (Illinois)
Illinois
$189
GIA
245
GHP Investment Advisors
Colorado
$51 +$41 +8 New
FWM
246
Focused Wealth Management
New York
$25 +$20 +4 New
IPW
247
Impact Partnership Wealth
Georgia
$6
Point72 Asset Management
248
Point72 Asset Management
Connecticut
-$25.1M -5,157,300 Closed
PCM
249
Palouse Capital Management
Washington
-$2.79M -574,353 Closed
WCM
250
Westerly Capital Management
California
-$2.19M -450,000 Closed

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.