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Ericsson

243 hedge funds and large institutions have $2.24B invested in Ericsson in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

6% more funds holding

Funds holding: 230243 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.24B (+$50.9M)

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

42% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $7.33M

Holders
243
Holders Change
+13
Holders Change %
+5.65%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
43
Increased
77
Reduced
79
Closed
28
Calls
$4.27M
Puts
$7.33M
Net Calls
-$3.06M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$12.8M
GE
27
General Electric
Ohio
$12.8M +$1.22M +125,000 +10%
WRF
28
Waddell & Reed Financial
Kansas
$11.1M +$11.2M +1,153,400 New
PPA
29
Parametric Portfolio Associates
Washington
$10.5M +$1.1M +112,683 +11%
RJA
30
Raymond James & Associates
Florida
$9.51M -$56.5K -5,802 -0.6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$8.67M -$313K -32,100 -3%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$7.19M -$259K -26,630 -3%
AG
33
Aperio Group
California
$6.81M +$461K +47,364 +7%
GC
34
Guggenheim Capital
Illinois
$6.78M -$533K -54,749 -7%
Renaissance Technologies
35
Renaissance Technologies
New York
$6.43M +$5.3M +544,469 +437%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$6.38M -$1.03M -105,298 -14%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$6.12M +$469K +48,163 +8%
NCM
38
Northroad Capital Management
New York
$4.95M +$578K +59,417 +13%
AC
39
AFAM Capital
Texas
$4.74M -$252K -25,928 -5%
MNA
40
Manning & Napier Advisors
New York
$4.7M -$127K -13,093 -3%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$4.68M +$496K +50,985 +12%
O
42
OppenheimerFunds
New York
$4.68M +$540K +55,486 +13%
NIMC
43
NWQ Investment Management Company
California
$4.34M -$25K -2,565 -0.6%
BIT
44
BlackRock Institutional Trust
California
$4.33M +$129K +13,300 +3%
KCM
45
Kempner Capital Management
Texas
$4.32M -$193K -19,800 -4%
Two Sigma Investments
46
Two Sigma Investments
New York
$4.14M +$657K +67,479 +19%
Fisher Asset Management
47
Fisher Asset Management
Washington
$4.12M +$63.4K +6,514 +2%
Jane Street
48
Jane Street
New York
$4.07M +$3.67M +376,751 +814%
CAM
49
Capstone Asset Management
Texas
$3.93M -$151K -15,522 -4%
Citigroup
50
Citigroup
New York
$3.92M -$174K -17,899 -4%

ERIC Hedge Fund Activity: Q4 2015 in Review

243 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2015, worth a combined $2.24B — up 2.3% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ERIC positions and 28 closed out — a net gain of 15 holders — while 77 added to existing stakes and 79 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $62.2M. The largest seller was Credit Suisse, cutting an estimated $15.8M.

  • 243 institutional investors held Ericsson (ERIC) as of Q4 2015, up from 230 in Q3 2015.
  • Funds reported $2.24B of Ericsson stock for Q4 2015, up 2.3% quarter-over-quarter.
  • 43 funds opened new Ericsson positions in Q4 2015 and 28 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2015 was Arrowstreet Capital, an estimated $62.2M added.
  • The largest Ericsson seller in Q4 2015 was Credit Suisse, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2015.