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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
QIM
126
Quantitative Investment Management
Virginia
$686K +$643K +51,500 New
PAM
127
Palisade Asset Management
Minnesota
$667K – – –
ARTA
128
A.R.T. Advisors
New York
$664K -$4.46M -357,200 -88%
Citigroup
129
Citigroup
New York
$637K -$1.29M -103,561 -68%
SF
130
Synovus Financial
Georgia
$627K -$21.6K -1,726 -4%
NA
131
Navellier & Associates
Nevada
$625K -$16.9K -1,354 -3%
RhumbLine Advisers
132
RhumbLine Advisers
Massachusetts
$615K – – –
BWAM
133
Boyd Watterson Asset Management
Ohio
$575K +$47.5K +3,799 +10%
EMG
134
Ellington Management Group
Connecticut
$573K +$388K +31,100 +261%
AllianceBernstein
135
AllianceBernstein
Tennessee
$553K +$179K +14,366 +53%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$548K +$22K +1,758 +4%
FCM
137
Firsthand Capital Management
California
$533K – – –
RHBC
138
R.H. Bluestein & Co
Michigan
$533K – – –
Stifel Financial
139
Stifel Financial
Missouri
$522K +$489K +39,132 New
TG
140
TCW Group
California
$510K +$478K +38,275 New
AAM
141
Aberdeen Asset Management
United Kingdom
$460K – – –
Brown Advisory
142
Brown Advisory
Maryland
$422K – – –
AAP
143
Ardsley Advisory Partners
Connecticut
$400K +$375K +30,000 New
CIM
144
CIM Investment Management
Pennsylvania
$385K +$361K +28,891 New
LNWWM
145
Laird Norton Wetherby Wealth Management
California
$381K +$9.19K +736 +3%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$320K +$100K +8,045 +50%
HI
147
HBK Investments
Texas
$320K +$170K +13,631 +131%
BlackRock
148
BlackRock
New York
$317K +$297K +23,800 New
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$308K -$19.2K -1,534 -6%
RBC
150
Ronald Blue & Co
Georgia
$294K +$16.9K +1,354 +7%
4 5
6
7 8

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.