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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$3.28M +$370K +69,051 +13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.01M -$3.07M -573,012 -51%
SSA
28
Schonfeld Strategic Advisors
New York
$2.85M +$2.35M +438,202 +519%
Jane Street
29
Jane Street
New York
$2.77M +$2.62M +487,776 +2,381%
AAM
30
Azzad Asset Management
Virginia
$2.66M +$67.9K +12,654 +3%
SSG
31
Summit Securities Group
New York
$2.6M +$2.58M +481,561 New
PCM
32
Palouse Capital Management
Washington
$2.57M -$154K -28,772 -6%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$2.18M +$988K +184,103 +85%
Stifel Financial
34
Stifel Financial
Missouri
$1.91M +$541K +100,924 +40%
QT
35
Quantbot Technologies
New York
$1.9M +$477K +88,892 +34%
KA
36
Kovack Advisors
Florida
$1.86M +$1.83M +341,930 New
SWP
37
Strategic Wealth Partners
Ohio
$1.84M -$25.9K -4,827 -1%
PIM
38
Platinum Investment Management
Australia
$1.76M -$432K -80,503 -20%
SEI Investments
39
SEI Investments
Pennsylvania
$1.74M -$619K -115,388 -27%
HJIM
40
Henry James International Management
New York
$1.67M -$214K -39,876 -12%
EARNEST Partners
41
EARNEST Partners
Georgia
$1.64M +$357K +66,467 +28%
GKFF
42
George Kaiser Family Foundation
Oklahoma
$1.63M
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$1.54M +$812K +151,356 +115%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$1.5M +$5K +931 +0.3%
Boston Partners
45
Boston Partners
Massachusetts
$1.39M
RL
46
Ruffer LLP
United Kingdom
$1.36M
JP Morgan Chase
47
JP Morgan Chase
New York
$1.29M +$1.09M +202,323 +578%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.25M -$806K -150,156 -40%
Simplex Trading
49
Simplex Trading
Illinois
$1.23M +$194K +36,108 +19%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$1.22M -$41.9K -7,808 -3%

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.