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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
101
Jefferies Financial Group
New York
$422K +$434K +72,235 New
Osaic Holdings
102
Osaic Holdings
Arizona
$410K -$69.6K -11,579 -14%
LWAM
103
Legacy Wealth Asset Management
Minnesota
$395K -$104K -17,339 -20%
PA
104
Profund Advisors
Maryland
$387K +$123K +20,414 +45%
Mariner
105
Mariner
Kansas
$353K -$186K -31,020 -34%
VPIM
106
Vanguard Personalized Indexing Management
California
$338K -$48.8K -8,124 -12%
BFM
107
Boothbay Fund Management
New York
$329K -$1.43M -237,763 -81%
Corient Private Wealth
108
Corient Private Wealth
Florida
$328K +$337K +56,123 New
IRC
109
Investors Research Corp
Georgia
$326K +$1.8K +300 +0.5%
Comerica Bank
110
Comerica Bank
Texas
$311K
QCM
111
Quantinno Capital Management
New York
$300K +$309K +51,335 New
YCM
112
Yousif Capital Management
Michigan
$300K
FIA
113
FNY Investment Advisers
New York
$292K -$1.2M -200,000 -80%
CCIA
114
Campbell & Co Investment Adviser
Maryland
$291K +$201K +33,376 +202%
RWM
115
Ritholtz Wealth Management
New York
$289K +$170K +28,252 +133%
MCM
116
Mengis Capital Management
Oregon
$286K -$316K -52,500 -52%
PA
117
Pinnacle Associates
New York
$286K -$52.9K -8,808 -15%
IB
118
Intrust Bank
Kansas
$276K +$123K +20,469 +76%
FTDI
119
First Trust Direct Indexing
Massachusetts
$259K -$84.5K -14,058 -24%
MSAM
120
Moloney Securities Asset Management
Missouri
$247K +$120K +20,000 +90%
ONB
121
Old National Bancorp
Indiana
$233K -$88.7K -14,755 -27%
HighTower Advisors
122
HighTower Advisors
Illinois
$232K -$73.1K -12,163 -24%
GCM
123
Gallacher Capital Management
Colorado
$230K +$237K +39,384 New
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$215K +$25.4K +4,228 +13%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$210K +$59.9K +9,965 +38%

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.