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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
AF
351
Allworth Financial
California
$1K +$1.2K +102 New
SC
352
Solstein Capital
California
$258 +$249K +21,244 New
Two Sigma Investments
353
Two Sigma Investments
New York
-$21M -1,928,279 Closed
Two Sigma Advisers
354
Two Sigma Advisers
New York
-$14.4M -1,322,303 Closed
Allianz Asset Management
355
Allianz Asset Management
Germany
-$12.3M -1,131,480 Closed
AIM
356
Artemis Investment Management
United Kingdom
-$6.59M -605,451 Closed
BPM
357
Bronson Point Management
Connecticut
-$2.72M -250,000 Closed
QIM
358
Quantitative Investment Management
Virginia
-$1.2M -110,413 Closed
MWNA
359
Marshall Wace North America
New York
-$928K -85,220 Closed
KC
360
KCL Capital
New York
-$898K -82,483 Closed
Parallax Volatility Advisers
361
Parallax Volatility Advisers
California
-$615K -56,505 Closed
QC
362
QCM Cayman
Texas
-$345K -31,678 Closed
BCM
363
Beck Capital Management
Texas
-$252K -23,123 Closed
AWM
364
Alterna Wealth Management
Texas
-$193K -17,733 Closed
MWM
365
Meridian Wealth Management
Kentucky
-$167K -15,339 Closed
DAM
366
Doheny Asset Management
California
-$154K -14,130 Closed
OFS
367
OneAscent Financial Services
Alabama
-$128K -11,717 Closed
WHG
368
Westwood Holdings Group
Texas
-$125K -11,440 Closed
JWCA
369
J.W. Cole Advisors
Florida
-$111K -10,218 Closed
AAP
370
Ardsley Advisory Partners
Connecticut
-$109K -10,000 Closed
CH
371
Canton Hathaway
Rhode Island
-$85K -7,768 Closed
FHA
372
Flagship Harbor Advisors
Massachusetts
-$82K -7,582 Closed
BCM
373
Bourgeon Capital Management
Connecticut
-$82K -7,500 Closed
JSC
374
Jackson Square Capital
California
-$35K -3,176 Closed
AJ
375
Ashburton (Jersey)
Jersey
-$13K -1,400 Closed

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.