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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
OC
51
Oppenheimer & Co
New York
$5.39M +$118K +10,077 +2%
Canada Life
52
Canada Life
Manitoba, Canada
$5.37M +$403K +34,359 +8%
US Bancorp
53
US Bancorp
Minnesota
$5.13M +$204K +17,424 +4%
Macquarie Group
54
Macquarie Group
Australia
$5.03M +$4.46M +380,376 +930%
WCA
55
Windsor Creek Advisors
Vermont
$5.03M +$1.33M +113,278 +37%
MPM
56
Meritage Portfolio Management
Kansas
$4.77M +$288K +24,598 +7%
MAM
57
Madison Asset Management
Wisconsin
$4.67M +$4.58M +390,479 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$4.5M +$258K +22,027 +6%
OMC
59
Old Mission Capital
Illinois
$4.45M +$4.36M +372,548 New
CM
60
Caption Management
Oklahoma
$4.12M +$2.04M +174,375 +103%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$4.11M -$393K -33,574 -9%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$4.04M +$327K +27,916 +9%
Geode Capital Management
63
Geode Capital Management
Massachusetts
$4M +$318K +27,103 +9%
Osaic Holdings
64
Osaic Holdings
Arizona
$3.65M +$496K +42,337 +16%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$3.53M -$478K -40,801 -12%
LPL Financial
66
LPL Financial
California
$3.27M +$1.29M +109,934 +67%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$3.24M +$396K +33,825 +14%
ERSOT
68
Employees Retirement System of Texas
Texas
$3.23M -$715K -61,000 -18%
FIM
69
Freedom Investment Management
Connecticut
$3.1M -$260K -22,231 -8%
OFA
70
Oak Family Advisors
Illinois
$2.84M +$2.78M +237,507 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.73M -$262K -22,400 -9%
Citigroup
72
Citigroup
New York
$2.72M -$94K -8,025 -3%
CGH
73
Crossmark Global Holdings
Texas
$2.7M +$76.7K +6,547 +3%
AAM
74
Augustine Asset Management
Florida
$2.67M -$2.86K -244 -0.1%
OAMG
75
Odey Asset Management Group
United Kingdom
$2.63M -$638K -54,416 -20%

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.