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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
TF
326
TimeScale Financial
Massachusetts
$4K
TWM
327
Tradition Wealth Management
Minnesota
$4K +$3.52K +300 New
CCA
328
Childress Capital Advisors
Texas
$4K +$3.85K +329 New
AIC
329
Archer Investment Corporation
Indiana
$3.47K
SA
330
SRH Advisors
Kansas
$3K
TFGT
331
TS Financial Group (TSFG)
Illinois
$3K
LWANC
332
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$2.93K +250 New
BNP Paribas Financial Markets
333
BNP Paribas Financial Markets
France
$2.57K -$12.9K -1,100 -84%
DAM
334
Delta Asset Management
Tennessee
$2K
SIC
335
Salem Investment Counselors
North Carolina
$2K
TCM
336
Tradewinds Capital Management
Washington
$2K
RPWA
337
Regent Peak Wealth Advisors
Georgia
$2K +$1.58K +135 New
COCM
338
Charter Oak Capital Management
New Hampshire
$2K +$2.34K +200 New
AA
339
Addison Advisors
Vermont
$2K +$2.37K +202 New
GEA
340
Glen Eagle Advisors
New Jersey
$1.79K -$1.76K -150 -50%
ECM
341
Estabrook Capital Management
New York
$1.43K
Twin Tree Management
342
Twin Tree Management
Texas
$1K -$718K -61,246 -100%
CG
343
Cutler Group
California
$1K -$37.5K -3,200 -97%
CFB
344
Cullen/Frost Bankers
Texas
$1K -$1.78K -152 -58%
DI
345
Disciplined Investments
Oklahoma
$1K
PP
346
Pacifica Partners
Canada
$1K
PP
347
PrairieView Partners
Minnesota
$1K
KFI
348
Key Financial Inc
Pennsylvania
$1K +$703 +60 New
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$1K +$797 +68 New
BWM
350
Baystate Wealth Management
Massachusetts
$1K +$1.17K +100 New

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.