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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
76
Engineers Gate Manager
New York
$987K +$1.02M +169,074 New
AGC
77
Angelo Gordon & Co
New York
$920K -$406K -67,500 -30%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$898K +$932K +155,034 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$868K -$255K -42,404 -22%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$831K +$98.1K +16,324 +13%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$814K -$260K -43,323 -24%
PCM
82
Palouse Capital Management
Washington
$806K +$286K +47,659 +9%
FFM
83
Forum Financial Management
Illinois
$783K
EI
84
Ethic Inc
New York
$766K +$248K +41,236 +46%
SIS
85
Susquehanna International Securities
Ireland
$765K +$787K +131,000 New
AAM
86
Advisors Asset Management
Colorado
$741K -$175K -29,137 -19%
Stifel Financial
87
Stifel Financial
Missouri
$731K -$17.1K -2,840 -2%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$714K -$187K -31,070 -20%
PI
89
PEAK6 Investments
Illinois
$683K -$3.56M -592,779 -84%
SAM
90
Silvercrest Asset Management
New York
$681K +$129K +21,525 +23%
VIA
91
Vident Investment Advisory
Georgia
$647K +$146K +24,240 +28%
LPL Financial
92
LPL Financial
California
$633K -$101K -16,767 -13%
EP
93
Edgestream Partners
New Jersey
$606K -$4M -665,240 -86%
UM
94
Ulysses Management
New York
$584K +$240K +40,000 +67%
OAMG
95
Odey Asset Management Group
United Kingdom
$560K +$577K +95,962 New
US Bancorp
96
US Bancorp
Minnesota
$543K -$112K -18,637 -17%
PFO
97
Pathstone Family Office
New Jersey
$498K -$281K -46,718 -34%
Federated Hermes
98
Federated Hermes
Pennsylvania
$496K +$511K +85,000 New
RJA
99
Raymond James & Associates
Florida
$479K +$97.2K +16,181 +25%
DWM
100
Dorchester Wealth Management
Quebec, Canada
$424K +$89.8K +14,950 +26%

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.