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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$682K +$98.8K +15,847 +18%
DZ Bank
52
DZ Bank
Germany
$668K – – –
EAM
53
Eventide Asset Management
Massachusetts
$635K -$62.3K -10,000 -10%
NIMC
54
NWQ Investment Management Company
California
$596K -$20.7M -3,321,920 -97%
BCM
55
Bayesian Capital Management
New York
$582K +$543K +87,100 New
VF
56
Virtu Financial
New York
$577K +$307K +49,291 +133%
CA
57
Commerzbank Aktiengesellschaft
Germany
$563K – – –
PA
58
Pinnacle Associates
New York
$486K -$3.43K -550 -0.7%
DCM
59
Dynamic Capital Management
Jersey
$462K +$431K +69,100 New
RJA
60
Raymond James & Associates
Florida
$446K +$31 +5 +0%
Fidelity International
61
Fidelity International
Bermuda
$433K -$262K -42,042 -39%
EP
62
Elkfork Partners
Oregon
$423K – – –
M&T Bank
63
M&T Bank
New York
$421K -$13.4K -2,148 -3%
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$414K +$162K +25,924 +72%
EARNEST Partners
65
EARNEST Partners
Georgia
$413K -$1.92M -307,457 -83%
IRC
66
Investors Research Corp
Georgia
$398K +$372K +59,625 New
US Bancorp
67
US Bancorp
Minnesota
$372K +$50K +8,022 +17%
GHCM
68
Glen Harbor Capital Management
California
$349K – – –
Ameriprise
69
Ameriprise
Minnesota
$343K +$116K +18,635 +57%
CAM
70
Chesapeake Asset Management
New York
$339K -$27.4K -4,400 -8%
PAM
71
Palisade Asset Management
Minnesota
$334K – – –
RCM
72
Riverhead Capital Management
Delaware
$311K – – –
Citigroup
73
Citigroup
New York
$298K -$350K -56,212 -56%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$289K -$432K -69,300 -62%
MCIM
75
Meadow Creek Investment Management
Georgia
$274K – – –
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.