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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
CFD
251
Creative Financial Designs
Indiana
$89K +$8.28K +707 +10%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$78.3K +$73.9K +6,309 +2,629%
BC
253
Bartlett & Co
Ohio
$78K +$73.9K +6,309 +2,629%
IA
254
Inspire Advisors
Idaho
$74K +$72.5K +6,190 New
BCA
255
Bray Capital Advisors
Florida
$73K
CFGS
256
Concourse Financial Group Securities
Alabama
$73K +$9.33K +796 +15%
SBL
257
Sargent Bickham Lagudis
Colorado
$71K
QCG
258
Quadrant Capital Group
Ohio
$70K -$3.67K -313 -5%
FP
259
Financial Perspectives
Minnesota
$69.3K
S
260
SignatureFD
Georgia
$56K +$23 +2 +0%
PCG
261
Private Capital Group
Connecticut
$53K +$21.5K +1,836 +70%
SPIA
262
Steward Partners Investment Advisory
New York
$49K +$15.9K +1,357 +50%
GWM
263
Geneos Wealth Management
Colorado
$48K +$166K +14,128 +243%
EI
264
Ellevest Inc
New York
$46K +$19.7K +1,680 +78%
VFA
265
Valeo Financial Advisors
Indiana
$45K +$41.7K +3,555 +1,422%
RE
266
RBC Europe
United Kingdom
$43K
TRCT
267
Tower Research Capital (TRC)
New York
$43K -$52K -4,439 -55%
ASN
268
Advisory Services Network
Georgia
$43K -$29.2K -2,496 -41%
HGWM
269
Harvest Group Wealth Management
Massachusetts
$38K
ZB
270
Zions Bancorporation
Utah
$33K -$23.4K -1,993 -42%
HNB
271
Huntington National Bank
Ohio
$33K -$47 -4 -0.1%
LC
272
Lindbrook Capital
California
$30K +$211 +18 +0.7%
RWB
273
RMR Wealth Builders
New Jersey
$28K +$27.9K +2,382 New
Axa
274
Axa
France
$26K -$21.1K -1,804 -45%
CFN
275
Cordasco Financial Network
Florida
$26K +$129 +11 +0.5%

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.