We are live on ! Find out more
ERIC icon

Ericsson
ERIC

234 hedge funds and large institutions have $2.05B invested in Ericsson in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$135M)

2% more funds holding

Funds holding: 229 → 234 (+5)

27% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $34.6M

Holders
234
Holders Change
+5
Holders Change %
+2.18%
% of All Funds
6.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
90
Reduced
57
Closed
28
Calls
$25.2M
Puts
$34.6M
Net Calls
-$9.38M
Net Calls Change
-$20.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$54.4M
2
N
Nuveen
North Carolina
+$20.5M
3
BA
BlackRock Advisors
Delaware
+$13.6M
4
MAA
Managed Account Advisors
New Jersey
+$9.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.51M

Top Sellers

1
Primecap Management
Primecap Management
California
-$81.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.4M
3
EARNEST Partners
EARNEST Partners
Georgia
-$18.4M
4
VM
Valinor Management
New York
-$17.3M
5
SA
Smithwood Advisers
California
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PM
101
Platinum Management
New York
$1.31M +$1.22M +98,000 New
IGIM
102
I.G. Investment Management
Manitoba, Canada
$1.25M +$1.17M +93,800 New
ICM
103
ICC Capital Management
Florida
$1.23M -$91.2K -7,300 -7%
GI
104
GAMCO Investors
Connecticut
$1.16M – – –
AssetMark Inc
105
AssetMark Inc
California
$1.15M -$50.4K -4,038 -4%
First Trust Advisors
106
First Trust Advisors
Illinois
$1.13M +$262K +20,941 +33%
BJ
107
BlackRock Japan
Japan
$1.1M +$285K +22,800 +38%
DCM
108
Dupont Capital Management
Delaware
$1.08M -$302K -24,177 -23%
CA
109
Commerzbank Aktiengesellschaft
Germany
$1.06M +$99.9K +8,000 +11%
DC
110
Deere & Company
Illinois
$1.04M -$38.2K -3,059 -4%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$1.04M +$30.8K +2,465 +3%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.01M +$385K +30,840 +68%
PIM
113
Progressive Investment Management
Oregon
$1.01M +$21.9K +1,757 +2%
Geode Capital Management
114
Geode Capital Management
Massachusetts
$935K -$680K -54,422 -44%
CAM
115
Chesapeake Asset Management
New York
$923K -$1.5K -120 -0.2%
1GA
116
1st Global Advisors
Texas
$918K +$6.96K +557 +0.8%
GT
117
Glenmede Trust
Pennsylvania
$894K +$28K +2,245 +3%
HPCM
118
High Pointe Capital Management
Illinois
$880K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$843K +$123K +9,863 +18%
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$833K +$125K +10,000 +19%
Parallax Volatility Advisers
121
Parallax Volatility Advisers
California
$798K +$748K +59,883 New
Mackenzie Financial
122
Mackenzie Financial
Ontario, Canada
$796K +$746K +59,694 New
MCC
123
Mid Continent Capital
Illinois
$789K – – –
MAM
124
Meeder Asset Management
Ohio
$768K +$720K +57,650 New
JP Morgan Chase
125
JP Morgan Chase
New York
$759K -$11.1M -890,013 -94%
3 4
5
6 7

ERIC Hedge Fund Activity: Q1 2014 in Review

234 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2014, worth a combined $2.05B — up 7.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ERIC positions and 28 closed out — a net gain of 10 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $54.4M. The largest seller was Primecap Management, cutting an estimated $81.3M.

  • 234 institutional investors held Ericsson (ERIC) as of Q1 2014, up from 229 in Q4 2013.
  • Funds reported $2.05B of Ericsson stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 38 funds opened new Ericsson positions in Q1 2014 and 28 closed out, a net change of +10 holders.
  • The largest Ericsson buyer in Q1 2014 was Eaton Vance Management, an estimated $54.4M added.
  • The largest Ericsson seller in Q1 2014 was Primecap Management, an estimated $81.3M sold.

Based on aggregated 13F filings for Q1 2014.