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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
GKFF
76
George Kaiser Family Foundation
Oklahoma
$2.55M +$295K +25,191 +13%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$2.53M +$241K +20,581 +11%
Stifel Financial
78
Stifel Financial
Missouri
$2.51M +$1.21M +103,525 +97%
Truist Financial
79
Truist Financial
North Carolina
$2.44M +$2.03M +173,497 +564%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$2.41M +$593K +50,615 +34%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$2.4M -$2.68M -228,591 -53%
SC
82
Scotia Capital
Ontario, Canada
$2.33M -$190K -16,224 -8%
AIA
83
Avalon Investment & Advisory
Texas
$2.3M +$99.2K +8,466 +5%
Dodge & Cox
84
Dodge & Cox
California
$2.29M -$521K -44,500 -19%
ECM
85
Evergreen Capital Management
Washington
$2.26M +$2.22M +189,494 New
BB
86
Berkshire Bank
Massachusetts
$2.26M +$20.7K +1,764 +0.9%
JP Morgan Chase
87
JP Morgan Chase
New York
$2.25M -$1.08M -92,470 -33%
CS
88
Candriam SCA
Luxembourg
$2.16M +$854K +72,872 +68%
BFM
89
Boothbay Fund Management
New York
$2.15M -$1.97M -167,797 -48%
ECM
90
ExodusPoint Capital Management
New York
$2.13M +$1.57M +134,146 +302%
SEC
91
Seven Eight Capital
New York
$2.11M +$1.37M +116,600 +195%
FCA
92
FinTrust Capital Advisors
South Carolina
$2.04M +$303K +25,889 +18%
N
93
Natixis
France
$2.04M +$540K +46,069 +37%
Comerica Bank
94
Comerica Bank
Texas
$2.01M +$89.3K +7,620 +5%
SCM
95
Sirios Capital Management
Massachusetts
$1.97M -$157K -13,413 -8%
RJA
96
Raymond James & Associates
Florida
$1.87M -$93.6K -7,987 -5%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.86M -$221K -18,851 -10%
Marshall Wace
98
Marshall Wace
United Kingdom
$1.83M +$1.79M +152,815 New
CSS
99
Cubist Systematic Strategies
Connecticut
$1.82M -$143K -12,212 -7%
MCM
100
Makena Capital Management
California
$1.7M +$619K +52,825 +59%

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.