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Ericsson

236 hedge funds and large institutions have $1.33B invested in Ericsson in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 78 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $14.4M

0.68% more ownership

Funds ownership: 8.19%8.87% (+0.68%)

3% less capital invested

Capital invested by funds: $1.38B → $1.33B (-$46.7M)

5% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 78

5% less funds holding

Funds holding: 249236 (-13)

26% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 46

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
74
Reduced
78
Closed
46
Calls
$19.7M
Puts
$14.4M
Net Calls
+$5.24M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Palouse Capital Management
Washington
$2.79M +$527K +103,544 +22%
BFM
27
Boothbay Fund Management
New York
$2.78M +$2.91M +571,567 New
AAM
28
Azzad Asset Management
Virginia
$2.67M +$318K +62,406 +13%
Jane Street
29
Jane Street
New York
$2.21M -$272K -53,394 -11%
WCM
30
Westerly Capital Management
California
$2.19M +$1.27M +250,000 +125%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$2.17M +$236K +46,309 +12%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$2.11M +$769K +151,090 +53%
JC
33
JB Capital
Connecticut
$1.83M +$1.92M +377,506 New
Stifel Financial
34
Stifel Financial
Missouri
$1.59M -$121K -23,786 -7%
PIM
35
Platinum Investment Management
Australia
$1.57M
HJIM
36
Henry James International Management
New York
$1.49M
SEI Investments
37
SEI Investments
Pennsylvania
$1.49M -$71.1K -13,970 -4%
EARNEST Partners
38
EARNEST Partners
Georgia
$1.47M +$3.09K +607 +0.2%
GKFF
39
George Kaiser Family Foundation
Oklahoma
$1.46M
SWP
40
Strategic Wealth Partners
Ohio
$1.37M -$289K -56,730 -17%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.36M -$1.38M -271,860 -49%
Boston Partners
42
Boston Partners
Massachusetts
$1.33M +$89.6K +17,602 +7%
KA
43
Kovack Advisors
Florida
$1.29M -$387K -76,020 -22%
Squarepoint
44
Squarepoint
New York
$1.27M +$1.01M +198,728 +323%
QT
45
Quantbot Technologies
New York
$1.24M -$470K -92,415 -27%
SC
46
Syon Capital
California
$1.2M +$1.25M +246,105 New
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$1.09M +$5.05K +992 +0.4%
SAM
48
Silvercrest Asset Management
New York
$1.07M +$71.8K +14,105 +7%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$896K -$464K -91,216 -33%
NAM
50
NorthCrest Asset Manangement
Minnesota
$872K -$8.9K -1,750 -1%

ERIC Hedge Fund Activity: Q3 2023 in Review

236 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2023, worth a combined $1.33B — down 3.4% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 34 opened new positions — a net loss of 12 holders — while 78 trimmed existing stakes and 74 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $190M. The largest seller was Woodline Partners, exiting entirely with an estimated $55.7M sold.

  • 236 institutional investors held Ericsson (ERIC) as of Q3 2023, down from 249 in Q2 2023.
  • Funds reported $1.33B of Ericsson stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q3 2023 and 46 closed out, a net change of -12 holders.
  • The largest Ericsson buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $190M added.
  • The largest Ericsson seller in Q3 2023 was Woodline Partners, an estimated $55.7M sold.

Based on aggregated 13F filings for Q3 2023.