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Ericsson

316 hedge funds and large institutions have $2.01B invested in Ericsson in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 97 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $32.1M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 97

0.29% more ownership

Funds ownership: 8.84%9.13% (+0.29%)

8% less funds holding

Funds holding: 345316 (-29)

19% less capital invested

Capital invested by funds: $2.49B → $2.01B (-$482M)

39% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 66

Holders
316
Holders Change
-29
Holders Change %
-8.41%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
116
Reduced
97
Closed
66
Calls
$71.6M
Puts
$32.1M
Net Calls
+$39.4M
Net Calls Change
-$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Prelude Capital Management
New York
$1.39M +$615K +75,346 +67%
US Bancorp
77
US Bancorp
Minnesota
$1.38M -$975K -119,416 -39%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$1.34M -$1.37M -167,969 -48%
PI
79
PFS Investments
Georgia
$1.26M +$252K +30,808 +22%
Parallax Volatility Advisers
80
Parallax Volatility Advisers
California
$1.21M -$2.59K -317 -0.2%
HIIFS
81
Harel Insurance Investments & Financial Services
Israel
$1.21M +$506K +62,000 +61%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$1.17M -$38.7K -4,734 -3%
RFG
83
Range Financial Group
Oregon
$1.06M -$12.3K -1,501 -1%
RJA
84
Raymond James & Associates
Florida
$1.04M -$217K -26,596 -16%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$1.01M -$53.3K -6,520 -5%
FFM
86
Forum Financial Management
Illinois
$992K
ZCA
87
Zeke Capital Advisors
Pennsylvania
$988K +$149K +18,210 +16%
Stifel Financial
88
Stifel Financial
Missouri
$942K +$8.24K +1,009 +0.8%
TI
89
Trexquant Investment
Connecticut
$940K -$27.8K -3,401 -3%
LPL Financial
90
LPL Financial
California
$934K +$108K +13,274 +12%
DTL
91
Dynamic Technology Lab
Singapore
$900K +$993K +121,572 New
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$878K +$112K +13,725 +13%
MCM
93
Mengis Capital Management
Oregon
$775K
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$762K -$64.9K -7,947 -7%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$723K -$1.76K -216 -0.2%
BHB
96
Bank Hapoalim BM
Israel
$713K -$30.2K -3,700 -4%
SAM
97
Silvercrest Asset Management
New York
$699K +$101K +12,412 +15%
Osaic Holdings
98
Osaic Holdings
Arizona
$694K -$909K -111,293 -54%
EI
99
Ethic Inc
New York
$692K +$72.6K +8,890 +11%
PCM
100
Pennsylvania Capital Management
Pennsylvania
$679K

ERIC Hedge Fund Activity: Q2 2022 in Review

316 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2022, worth a combined $2.01B — down 19% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of ERIC and 40 opened new positions — a net loss of 26 holders — while 97 trimmed existing stakes and 116 added.

The largest buyer was Folketrygdfondet, adding an estimated $77.1M. The largest seller was Arrowstreet Capital, cutting an estimated $50.3M.

  • 316 institutional investors held Ericsson (ERIC) as of Q2 2022, down from 345 in Q1 2022.
  • Funds reported $2.01B of Ericsson stock for Q2 2022, down 19% quarter-over-quarter.
  • 40 funds opened new Ericsson positions in Q2 2022 and 66 closed out, a net change of -26 holders.
  • The largest Ericsson buyer in Q2 2022 was Folketrygdfondet, an estimated $77.1M added.
  • The largest Ericsson seller in Q2 2022 was Arrowstreet Capital, an estimated $50.3M sold.

Based on aggregated 13F filings for Q2 2022.