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Ericsson

358 hedge funds and large institutions have $3.42B invested in Ericsson in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

40% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 95

14% more funds holding

Funds holding: 315358 (+43)

7% more capital invested

Capital invested by funds: $3.2B → $3.42B (+$224M)

0.29% less ownership

Funds ownership: 9.61%9.32% (-0.29%)

12% less call options, than puts

Call options by funds: $58.5M | Put options by funds: $66.6M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
358
Holders Change
+43
Holders Change %
+13.65%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
76
Increased
133
Reduced
95
Closed
31
Calls
$58.5M
Puts
$66.6M
Net Calls
-$8.12M
Net Calls Change
+$9.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
101
Schonfeld Strategic Advisors
New York
$1.69M -$940K -80,200 -36%
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$1.69M +$897K +76,535 +118%
AAM
103
Advisors Asset Management
Colorado
$1.68M +$213K +18,147 +15%
AI
104
Atria Investments
North Carolina
$1.6M +$60.3K +5,148 +4%
MAM
105
Morse Asset Management
Connecticut
$1.56M +$34K +2,900 +2%
SIA
106
Sit Investment Associates
Minnesota
$1.53M +$799K +68,175 +113%
AAMU
107
Amundi Asset Management US
Massachusetts
$1.51M
Boston Partners
108
Boston Partners
Massachusetts
$1.51M -$461K -39,315 -24%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$1.47M -$15.9K -1,358 -1%
AIP
110
ARS Investment Partners
New York
$1.45M -$2.34K -200 -0.2%
SGA
111
Strategic Global Advisors
California
$1.45M +$1.42M +120,966 New
PI
112
PEAK6 Investments
Illinois
$1.4M -$920K -78,506 -40%
KA
113
Kercheville Advisors
Texas
$1.31M +$1.28M +109,100 New
State Street
114
State Street
Massachusetts
$1.3M +$606K +51,689 +89%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$1.27M +$111K +9,462 +10%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$1.24M +$75.7K +6,462 +7%
ACI
117
Alpha Cubed Investments
California
$1.2M -$12.8K -1,091 -1%
DG
118
DigitalBridge Group
Florida
$1.19M +$1.16M +99,384 New
Deutsche Bank
119
Deutsche Bank
Germany
$1.18M -$658K -56,182 -36%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$1.12M -$72.8K -6,211 -6%
BCM
121
Bayesian Capital Management
New York
$1.1M +$1.08M +92,300 New
PCM
122
Prelude Capital Management
New York
$1.04M -$966K -82,428 -49%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.03M +$538K +45,900 +115%
MSFP
124
Mark Sheptoff Financial Planning
Connecticut
$1M +$5.99K +511 +0.6%
Creative Planning
125
Creative Planning
Kansas
$1M +$254K +21,669 +35%

ERIC Hedge Fund Activity: Q4 2020 in Review

358 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2020, worth a combined $3.42B — up 7% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ERIC positions and 31 closed out — a net gain of 45 holders — while 133 added to existing stakes and 95 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $106M.

  • 358 institutional investors held Ericsson (ERIC) as of Q4 2020, up from 315 in Q3 2020.
  • Funds reported $3.42B of Ericsson stock for Q4 2020, up 7% quarter-over-quarter.
  • 76 funds opened new Ericsson positions in Q4 2020 and 31 closed out, a net change of +45 holders.
  • The largest Ericsson buyer in Q4 2020 was Neuberger Berman Group, an estimated $115M added.
  • The largest Ericsson seller in Q4 2020 was Fidelity Investments, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.