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Ericsson
ERIC

236 hedge funds and large institutions have $2.35B invested in Ericsson in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $57.6M | Put options by funds: $25.7M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $2.06B → $2.35B (+$288M)

6% more funds holding

Funds holding: 222 → 236 (+14)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
73
Reduced
84
Closed
18
Calls
$57.6M
Puts
$25.7M
Net Calls
+$31.9M
Net Calls Change
+$8.74M

Top Buyers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
+$208M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$102M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$14.7M
5
BA
BlackRock Advisors
Delaware
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
-$56.1M
2
Bank of America
Bank of America
North Carolina
-$26.6M
3
EVM
Eaton Vance Management
Massachusetts
-$25.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.5M
5
VKH
Virtu KCG Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Commerzbank Aktiengesellschaft
Germany
$862K -$95.5K -7,930 -10%
TH
102
Timber Hill
Connecticut
$857K +$104K +8,639 +14%
CAM
103
Chesapeake Asset Management
New York
$828K -$10.2K -846 -1%
GIA
104
Gateway Investment Advisers
Ohio
$810K -$2.82M -234,483 -78%
HPCM
105
High Pointe Capital Management
Illinois
$799K – – –
1GA
106
1st Global Advisors
Texas
$768K -$10.2K -846 -1%
PRC
107
Platte River Capital
Colorado
$764K -$124K -10,320 -14%
MCM
108
Mork Capital Management
California
$726K +$723K +60,000 New
SF
109
Synovus Financial
Georgia
$695K -$21.3K -1,769 -3%
CCIA
110
Campbell & Co Investment Adviser
Maryland
$694K +$690K +57,315 New
PAM
111
Palisade Asset Management
Minnesota
$605K – – –
SC
112
Scotia Capital
Ontario, Canada
$561K +$558K +46,326 New
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$559K – – –
BWAM
114
Boyd Watterson Asset Management
Ohio
$540K -$33.2K -2,760 -6%
Two Sigma Investments
115
Two Sigma Investments
New York
$540K +$205K +16,989 +62%
SAG
116
Sterne Agee Group
Alabama
$497K +$28.9K +2,400 +6%
GI
117
GAMCO Investors
Connecticut
$484K -$566K -47,000 -54%
RHBC
118
R.H. Bluestein & Co
Michigan
$484K – – –
NA
119
Navellier & Associates
Nevada
$466K +$2.58K +214 +0.6%
ECM
120
ETrade Capital Management
Virginia
$464K +$80.2K +6,658 +21%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$444K -$39.8K -3,305 -8%
TI
122
Trexquant Investment
Connecticut
$439K +$437K +36,300 New
JHIU
123
Janus Henderson Investors US
Colorado
$436K -$56.1M -4,661,504 -99%
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$397K +$314K +26,090 +389%
Brown Advisory
125
Brown Advisory
Maryland
$392K -$1.02K -85 -0.3%
3 4
5
6 7

ERIC Hedge Fund Activity: Q4 2014 in Review

236 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2014, worth a combined $2.35B — up 14% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ERIC positions and 18 closed out — a net gain of 16 holders — while 73 added to existing stakes and 84 trimmed.

The largest buyer was Primecap Management, adding an estimated $208M. The largest seller was Janus Henderson Investors US, cutting an estimated $56.1M.

  • 236 institutional investors held Ericsson (ERIC) as of Q4 2014, up from 222 in Q3 2014.
  • Funds reported $2.35B of Ericsson stock for Q4 2014, up 14% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2014 was Primecap Management, an estimated $208M added.
  • The largest Ericsson seller in Q4 2014 was Janus Henderson Investors US, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2014.