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Ericsson
ERIC

Overview Fund Activity

370 hedge funds and large institutions have $3.68B invested in Ericsson in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+13
Holders Change %
+3.64%
% of All Funds
6.52%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
59
Increased
150
Reduced
94
Closed
43
Calls
$118M
Puts
$66.3M
Net Calls
+$52M
Net Calls Change
+$60.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$51.2M
2
CMG
Cavalry Management Group
California
$59.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$25M
4
First Trust Advisors
First Trust Advisors
Illinois
$37.7M
5
RFA
Reilly Financial Advisors
California
$17.6M

Top Sellers

1
Primecap Management
Primecap Management
California
$1.49B
2
F
Folketrygdfondet
Norway
$84.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$208M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$370M
5
Ameriprise
Ameriprise
Minnesota
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
276
Valeo Financial Advisors
Indiana
$51K +$333 +25 +0.7%
MSFP
277
Mark Sheptoff Financial Planning
Connecticut
$50K -$1.06M -80,311 -95%
RE
278
RBC Europe
United Kingdom
$47.5K – – –
EI
279
Ellevest Inc
New York
$42K -$8.27K -629 -16%
RCA
280
Ranch Capital Advisors
Florida
$42K +$21.6K +1,669 +106%
Credit Agricole
281
Credit Agricole
France
$40K +$40K +3,000 New
BWP
282
Baldwin Wealth Partners
Massachusetts
$40K +$40K +3,000 New
SWM
283
Spire Wealth Management
Virginia
$37K +$37K +2,746 New
ZB
284
Zions Bancorporation
Utah
$34K -$2.77K -208 -8%
KFI
285
Key Financial Inc
Pennsylvania
$34K +$33.2K +2,500 +4,167%
LC
286
Lindbrook Capital
California
$33K +$106 +8 +0.3%
AWC
287
Abundance Wealth Counselors
Pennsylvania
$33K +$33K +2,532 New
RWB
288
RMR Wealth Builders
New Jersey
$31K – – –
Bessemer Group
289
Bessemer Group
New Jersey
$31K +$20.7K +1,567 +202%
CFN
290
Cordasco Financial Network
Florida
$29K – – –
PB
291
Pinnacle Bancorp
Nebraska
$29K +$10.7K +809 +58%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$28K +$2.35K +177 +9%
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
PCG
294
Private Capital Group
Connecticut
$26K -$33.5K -2,510 -56%
GWS
295
Glassman Wealth Services
Virginia
$24K +$26 +2 +0.1%
CCM
296
Covington Capital Management
California
$23K – – –
NFG
297
Next Financial Group
Texas
$23K +$4.87K +362 +27%
CG
298
Cutler Group
California
$23K +$21.7K +1,700 +1,700%
BWM
299
BerganKDV Wealth Management
Minnesota
$22K – – –
AWM
300
Avondale Wealth Management
Texas
$22K – – –
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