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Ericsson

248 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$272K -$175K -34,572 -44%
FFM
102
Forum Financial Management
Illinois
$271K -$461K -91,004 -68%
Cerity Partners
103
Cerity Partners
New York
$264K +$159K +31,456 +302%
SWP
104
Strategic Wealth Partners
Ohio
$263K -$1.21M -239,068 -85%
Charles Schwab
105
Charles Schwab
California
$263K -$235K -46,373 -53%
FTDI
106
First Trust Direct Indexing
Massachusetts
$262K +$6.25K +1,233 +3%
DWT
107
Dorsey & Whitney Trust
South Dakota
$253K +$135K +26,684 +198%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$250K +$3.85K +759 +2%
Ameriprise
109
Ameriprise
Minnesota
$242K -$346K -68,334 -64%
Simplex Trading
110
Simplex Trading
Illinois
$242K +$50.3K +9,920 +35%
TSS
111
Two Sigma Securities
New York
$232K +$18.4K +3,631 +11%
US Bancorp
112
US Bancorp
Minnesota
$227K +$22.7K +4,479 +14%
Osaic Holdings
113
Osaic Holdings
Arizona
$226K -$190K -37,498 -51%
IB
114
Intrust Bank
Kansas
$226K +$79.4K +15,658 +78%
CSS
115
Cubist Systematic Strategies
Connecticut
$219K +$176K +34,772 New
DADC
116
D.A. Davidson & Co
Montana
$208K
CIBC World Market
117
CIBC World Market
Ontario, Canada
$204K +$164K +32,448 New
Pacer Advisors
118
Pacer Advisors
Pennsylvania
$185K -$10M -1,980,587 -99%
SI
119
Seeds Investor
New York
$174K +$140K +27,686 New
HighTower Advisors
120
HighTower Advisors
Illinois
$172K -$26.5K -5,235 -16%
BCI
121
Brinker Capital Investments
Pennsylvania
$170K -$23.6K -4,652 -14%
OPS
122
Orion Portfolio Solutions
Nebraska
$170K -$23.6K -4,652 -14%
FIM
123
Freedom Investment Management
Connecticut
$161K -$24.1K -4,764 -16%
LSA
124
Leonteq Securities AG
Switzerland
$160K +$30.9K +6,100 +32%
FAFN
125
First Affirmative Financial Network
Colorado
$152K +$22.1K +4,351 +22%

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.