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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$417K -$1.61M -285,689 -79%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$416K +$171K +30,389 +67%
Invesco
78
Invesco
Georgia
$404K +$40.6K +7,201 +11%
Truist Financial
79
Truist Financial
North Carolina
$395K +$329K +58,324 +436%
Cerity Partners
80
Cerity Partners
New York
$379K +$152K +26,945 +64%
QCM
81
QRG Capital Management
Illinois
$376K -$224K -39,665 -37%
IFWM
82
Institute for Wealth Management
Colorado
$367K +$52.4K +9,293 +16%
Mariner
83
Mariner
Kansas
$363K +$18.9K +3,361 +5%
PA
84
Profund Advisors
Maryland
$336K -$48.2K -8,548 -12%
CG
85
Caprock Group
Idaho
$328K +$18.3K +3,247 +6%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$314K +$43K +7,625 +15%
LFAS
87
Level Four Advisory Services
Texas
$305K +$10.5K +1,870 +4%
HCA
88
Harbor Capital Advisors
Illinois
$296K +$303K +53,775 New
MCM
89
Mengis Capital Management
Oregon
$294K -$2.82K -500 -0.9%
AIM
90
Aigen Investment Management
New York
$292K +$298K +52,950 New
YCM
91
Yousif Capital Management
Michigan
$287K
DTL
92
Dynamic Technology Lab
Singapore
$282K +$289K +51,216 New
RCM
93
RNC Capital Management
California
$280K +$30.8K +5,465 +12%
Corient Private Wealth
94
Corient Private Wealth
Florida
$280K -$29.2K -5,187 -9%
M&T Bank
95
M&T Bank
New York
$267K +$215K +38,112 +373%
Jane Street
96
Jane Street
New York
$263K -$5.04M -893,768 -95%
GIA
97
Gateway Investment Advisers
Ohio
$255K +$181K +32,117 +226%
FTDI
98
First Trust Direct Indexing
Massachusetts
$245K +$16.5K +2,931 +7%
SSA
99
Schonfeld Strategic Advisors
New York
$241K +$246K +43,708 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$239K +$244K +43,301 New

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.