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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
VA
76
Vident Advisory
Georgia
$525K -$165K -32,585 -28%
BRWA
77
B. Riley Wealth Advisors
Florida
$506K +$407K +80,254 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$498K -$35.5K -7,001 -8%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$475K -$34.4K -6,790 -8%
MAM
80
Monaco Asset Management
Monaco
$473K -$380K -75,000 -50%
PA
81
Profund Advisors
Maryland
$438K +$64.7K +12,772 +22%
SIGI
82
Susquehanna International Group (Ireland)
Ireland
$420K -$21.4K -4,227 -6%
Invesco
83
Invesco
Georgia
$417K +$335K +66,136 New
Mariner
84
Mariner
Kansas
$394K -$96.7K -19,081 -23%
VPIM
85
Vanguard Personalized Indexing Management
California
$390K -$58.9K -11,611 -16%
Nomura Holdings
86
Nomura Holdings
Japan
$384K +$309K +60,953 New
TRCT
87
Tower Research Capital (TRC)
New York
$375K +$46.7K +9,217 +18%
IFWM
88
Institute for Wealth Management
Colorado
$362K +$125K +24,643 +75%
CG
89
Caprock Group
Idaho
$354K +$69.1K +13,638 +32%
Corient Private Wealth
90
Corient Private Wealth
Florida
$353K -$36.7K -7,243 -11%
MCM
91
Mengis Capital Management
Oregon
$339K
YCM
92
Yousif Capital Management
Michigan
$329K
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$324K -$209K -41,250 -44%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$323K +$103K +20,352 +66%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$311K -$1.17K -230 -0.5%
AC
96
AXQ Capital
New Jersey
$311K +$250K +49,300 New
PA
97
Pinnacle Associates
New York
$302K +$158K +31,135 +186%
LFAS
98
Level Four Advisory Services
Texas
$294K -$26.4K -5,211 -10%
RCM
99
RNC Capital Management
California
$286K -$29.4K -5,800 -11%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$284K +$229K +45,135 New

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.