We are live on ! Find out more
ERIC icon

Ericsson
ERIC

187 hedge funds and large institutions have $1.85B invested in Ericsson in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $2M

20% more capital invested

Capital invested by funds: $1.55B → $1.85B (+$306M)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

1% more funds holding

Funds holding: 186 → 187 (+1)

0.27% more ownership

Funds ownership: 8.76% → 9.03% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

22% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 58

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
45
Reduced
58
Closed
36
Calls
$2.69M
Puts
$2M
Net Calls
+$694K
Net Calls Change
-$1.12M

Top Buyers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
+$105M
2
Artisan Partners
Artisan Partners
Wisconsin
+$33.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.8M
4
1M
13D Management
New York
+$10.4M
5
UBS Group
UBS Group
Switzerland
+$7.3M

Top Sellers

Rank Fund Capital Flow
1
F
Folketrygdfondet
Norway
-$34.3M
2
NIMC
NWQ Investment Management Company
California
-$20.7M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$12.4M
4
SEI Investments
SEI Investments
Pennsylvania
-$11M
5
Jane Street
Jane Street
New York
-$9.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Horrell Capital Management
Arkansas
$3.01M +$623K +100,000 +29%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.79M +$2.35M +377,722 +934%
CGH
28
Crossmark Global Holdings
Texas
$2.16M +$43.3K +6,947 +2%
Wells Fargo
29
Wells Fargo
California
$2.06M +$24.3K +3,902 +1%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.7M +$1.51M +242,900 +2,075%
Fisher Asset Management
31
Fisher Asset Management
Washington
$1.53M -$106K -17,041 -7%
State Street
32
State Street
Massachusetts
$1.46M +$1.3M +208,168 +2,021%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$1.39M -$109K -17,559 -8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.36M -$532K -85,308 -29%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$1.36M +$107K +17,105 +9%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$1.35M -$6M -962,320 -82%
AAM
37
Advisors Asset Management
Colorado
$1.31M -$331K -53,121 -21%
Barclays
38
Barclays
United Kingdom
$1.29M -$2.03M -325,512 -63%
OAM
39
Oppenheimer Asset Management
New York
$1.26M – – –
Comerica Bank
40
Comerica Bank
Texas
$1.22M -$12.7K -2,040 -1%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$1.21M +$309K +49,498 +38%
PA
42
Profund Advisors
Maryland
$1.2M -$105K -16,825 -9%
LMIM
43
Lockheed Martin Investment Management
Maryland
$1.2M +$58K +9,300 +5%
WAM
44
World Asset Management
Michigan
$1.16M -$42.3K -6,790 -4%
Stifel Financial
45
Stifel Financial
Missouri
$1.11M +$357K +57,200 +52%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.04M -$364K -58,360 -27%
SCM
47
Snow Capital Management
Pennsylvania
$1.03M -$2.39M -384,029 -71%
FIM
48
Freedom Investment Management
Connecticut
$952K +$392K +62,864 +79%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$801K +$10.9K +1,748 +1%
GT
50
Glenmede Trust
Pennsylvania
$709K -$79.5K -12,753 -11%
1
2
3 4 5

ERIC Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2017, worth a combined $1.85B — up 20% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ERIC positions and 36 closed out — a net gain of 3 holders — while 45 added to existing stakes and 58 trimmed.

The largest buyer was Primecap Management, adding an estimated $105M. The largest seller was Folketrygdfondet, cutting an estimated $34.3M.

  • 187 institutional investors held Ericsson (ERIC) as of Q4 2017, up from 186 in Q3 2017.
  • Funds reported $1.85B of Ericsson stock for Q4 2017, up 20% quarter-over-quarter.
  • 39 funds opened new Ericsson positions in Q4 2017 and 36 closed out, a net change of +3 holders.
  • The largest Ericsson buyer in Q4 2017 was Primecap Management, an estimated $105M added.
  • The largest Ericsson seller in Q4 2017 was Folketrygdfondet, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2017.