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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$905K +$208K +41,095 +40%
Citigroup
52
Citigroup
New York
$882K +$348K +68,651 +96%
NAM
53
NorthCrest Asset Manangement
Minnesota
$875K -$206K -40,550 -23%
RWM
54
Ritholtz Wealth Management
New York
$870K +$62.8K +12,391 +10%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$865K -$439K -86,651 -39%
CAM
56
Cresset Asset Management
Illinois
$858K -$80.3K -15,835 -10%
CS
57
Credit Suisse
Switzerland
$842K -$2.45M -483,479 -78%
LPL Financial
58
LPL Financial
California
$838K -$35.7K -7,043 -5%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$808K
OMC
60
Old Mission Capital
Illinois
$747K +$601K +118,532 New
SIS
61
Susquehanna International Securities
Ireland
$747K +$601K +118,522 New
EI
62
Ethic Inc
New York
$745K +$64.4K +12,704 +12%
KOC
63
Koss-Olinger Consulting
Florida
$720K +$451K +88,922 +351%
QCM
64
QRG Capital Management
Illinois
$679K +$14K +2,753 +3%
PI
65
PEAK6 Investments
Illinois
$666K +$536K +105,676 New
JP Morgan Chase
66
JP Morgan Chase
New York
$657K -$366K -72,136 -41%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$612K +$72.7K +14,336 +17%
LWAM
68
Legacy Wealth Asset Management
Minnesota
$601K +$53.9K +10,638 +13%
DWM
69
Dorchester Wealth Management
Quebec, Canada
$590K -$32.2K -6,350 -6%
SEC
70
Seven Eight Capital
New York
$584K +$470K +92,646 New
JIP
71
Jaffetilchin Investment Partners
Florida
$576K +$463K +91,363 New
VF
72
Virtu Financial
New York
$562K +$452K +89,224 New
Natixis Advisors
73
Natixis Advisors
Massachusetts
$561K +$60.4K +11,909 +15%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$552K -$84K -16,562 -16%
IRC
75
Investors Research Corp
Georgia
$543K -$40K -7,900 -8%

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.