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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
First Trust Advisors
26
First Trust Advisors
Illinois
$17.2M +$7.93M +676,425 +89%
Citadel Advisors
27
Citadel Advisors
Florida
$16.4M +$13.2M +1,124,560 +460%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15.5M +$6.33M +540,313 +72%
TIM
29
Thornburg Investment Management
New Mexico
$14.7M -$216K -18,426 -1%
AII
30
AGF Investments Inc
Ontario, Canada
$12.7M -$8.14K -695 -0.1%
TRSOTSOK
31
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M
UM
32
Ulysses Management
New York
$11.7M +$586K +50,000 +5%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$11.7M -$9.79M -835,300 -45%
WP
34
Woodline Partners
California
$10.6M +$4.96M +423,171 +91%
N
35
Nuveen
North Carolina
$10.3M -$27.6M -2,357,392 -73%
RG
36
Renaissance Group
Kentucky
$9.86M +$9.67M +825,256 New
HJIM
37
Henry James International Management
New York
$9.52M +$235K +20,050 +3%
SCM
38
Symons Capital Management
Pennsylvania
$7.76M -$166K -14,182 -2%
Millennium Management
39
Millennium Management
New York
$7.73M -$7.99M -681,558 -51%
1M
40
13D Management
New York
$7.69M -$3.69M -315,055 -33%
SEI Investments
41
SEI Investments
Pennsylvania
$7.37M -$3.61M -307,824 -33%
Wells Fargo
42
Wells Fargo
California
$7.32M +$1.91M +162,951 +36%
SFI
43
Susquehanna Fundamental Investments
Pennsylvania
$6.78M +$1.31M +111,414 +24%
EARNEST Partners
44
EARNEST Partners
Georgia
$6.59M +$4.81M +410,606 +291%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$6.41M -$1.21M -103,023 -16%
TC
46
Tairen Capital
Hong Kong
$6.12M -$50.6M -4,316,900 -89%
AG
47
Aperio Group
California
$6.08M -$623K -53,160 -9%
State of Tennessee, Department of Treasury
48
State of Tennessee, Department of Treasury
Tennessee
$6.06M +$5.94M +506,809 New
IAA
49
Independent Advisor Alliance
North Carolina
$6.03M -$145K -12,354 -2%
Vontobel Holding
50
Vontobel Holding
Switzerland
$5.83M +$5.72M +488,236 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.