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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
SFPG
301
Stonebridge Financial Planning Group
Florida
$9K +$59 +5 +0.6%
Bessemer Group
302
Bessemer Group
New Jersey
$9K +$6.15K +525 +210%
LWM
303
Liberty Wealth Management
California
$8K +$199 +17 +3%
CBT
304
Central Bank & Trust
Kentucky
$8K +$7.5K +640 New
FMP
305
Financial Management Professionals
Texas
$7K +$469 +40 +7%
BlackRock
306
BlackRock
New York
$7K +$4.3K +367 +167%
SSB
307
Sandy Spring Bank
Maryland
$7K +$6.56K +560 New
AWM
308
Accel Wealth Management
Iowa
$7K +$6.58K +562 New
BBHC
309
Brown Brothers Harriman & Co
New York
$7K +$6.82K +582 New
RA
310
Reby Advisors
Connecticut
$7K +$7.03K +600 New
ICP
311
Interchange Capital Partners
Pennsylvania
$7K +$7.76K +662 New
HR
312
Howe & Rusling
New York
$6K
WTC
313
WhitTier Trust Company
Nevada
$6K
BFEC
314
Benjamin F. Edwards & Company
Missouri
$6K +$35 +3 +0.6%
FHC
315
First Horizon Corporation
Tennessee
$6K +$4.51K +385 +283%
CL
316
COWA LLC
Oklahoma
$6K +$5.86K +500 New
AWA
317
Arkadios Wealth Advisors
Georgia
$6K +$6.63K +566 New
BAM
318
Bellevue Asset Management
Washington
$5K -$5.59K -477 -54%
ABC
319
Associated Banc-Corp
Wisconsin
$5K
GI
320
Gradient Investments
Minnesota
$5K
WLPWM
321
Walled Lake Planning & Wealth Management
Illinois
$5K
MCM
322
Manchester Capital Management
Vermont
$5K +$5.04K +430 New
CCA
323
Column Capital Advisors
Indiana
$4K
GAM
324
Gemmer Asset Management
California
$4K
OC
325
Oakworth Capital
Alabama
$4K

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.