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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
APA
276
American Portfolios Advisors
New York
$24.4K
CAGAS
277
Capital Advisory Group Advisory Services
Minnesota
$24K
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$23K +$3.52K +300 +18%
GWS
279
Glassman Wealth Services
Virginia
$22K +$7.85K +670 +59%
CCM
280
Covington Capital Management
California
$21K
BWM
281
BerganKDV Wealth Management
Minnesota
$20K
AWM
282
Avondale Wealth Management
Texas
$20K +$19.6K +1,673 New
RCA
283
Ranch Capital Advisors
Florida
$18K -$28.4K -2,421 -61%
First Manhattan
284
First Manhattan
New York
$18K +$82 +7 +0.4%
PB
285
Pinnacle Bancorp
Nebraska
$17K
NFG
286
Next Financial Group
Texas
$16K
FPS
287
Fieldpoint Private Securities
Connecticut
$16K +$15.8K +1,345 New
IA
288
IFP Advisors
Florida
$15K +$644 +55 +4%
BCA
289
Berman Capital Advisors
Georgia
$14K +$12 +1 +0.1%
GRP
290
Global Retirement Partners
California
$14K +$4.72K +403 +54%
PA
291
Parallel Advisors
California
$13K -$351 -30 -3%
FHA
292
First Horizon Advisors
Tennessee
$13K +$2.88K +246 +29%
FGAM
293
Financial Gravity Asset Management
Texas
$13K +$13K +1,110 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$13K +$13.2K +1,129 New
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$12K
NC
296
NewSquare Capital
Pennsylvania
$12K +$11.7K +1,000 New
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$10.3K +880 New
VCG
298
Vantage Consulting Group
Virginia
$10K +$9.97K +851 New
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$9K
TFS
300
TrustCore Financial Services
Tennessee
$9K

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.