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Ericsson

248 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$3.62M +$712K +140,462 +32%
UBS Group
27
UBS Group
Switzerland
$3.6M -$60.7K -11,965 -2%
AAM
28
Azzad Asset Management
Virginia
$3.56M +$75.9K +14,971 +3%
Wells Fargo
29
Wells Fargo
California
$2.71M -$1.66M -328,166 -43%
BlackRock
30
BlackRock
New York
$2.39M +$1.34M +264,181 +230%
SFA
31
Sequoia Financial Advisors
Ohio
$2.28M +$1.47M +290,949 +413%
QT
32
Quantbot Technologies
New York
$2.07M +$371K +73,269 +29%
HJIM
33
Henry James International Management
New York
$1.91M -$15.8K -3,123 -1%
SEI Investments
34
SEI Investments
Pennsylvania
$1.89M -$27.9K -5,508 -2%
EARNEST Partners
35
EARNEST Partners
Georgia
$1.88M -$18.5K -3,657 -1%
SC
36
Syon Capital
California
$1.77M +$180K +35,425 +14%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.75M +$1.26M +248,240 +868%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$1.75M -$857K -168,963 -38%
Boston Partners
39
Boston Partners
Massachusetts
$1.73M +$6.81K +1,344 +0.5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.55M -$168K -33,087 -12%
HF
41
HRT Financial
New York
$1.49M +$1.06M +208,954 +760%
SAM
42
Silvercrest Asset Management
New York
$1.45M +$55K +10,845 +5%
KA
43
Kovack Advisors
Florida
$1.42M -$205K -40,351 -15%
CGH
44
Crossmark Global Holdings
Texas
$1.37M -$6.3M -1,242,152 -85%
ACM
45
Aquatic Capital Management
Illinois
$1.18M +$946K +186,700 New
Geode Capital Management
46
Geode Capital Management
Massachusetts
$1.16M
AAM
47
Advisors Asset Management
Colorado
$1.15M +$19K +3,742 +2%
Stifel Financial
48
Stifel Financial
Missouri
$1.13M -$746K -147,243 -45%
GS
49
GTS Securities
New York
$975K +$460K +90,802 +142%
RJA
50
Raymond James & Associates
Florida
$963K -$44.2K -8,716 -5%

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.