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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
RIG
126
Roosevelt Investment Group
New York
$995K +$1.6K +137 +0.2%
TSS
127
Two Sigma Securities
New York
$959K +$941K +80,273 New
PCM
128
Pennsylvania Capital Management
Pennsylvania
$958K +$586K +50,000 +158%
WT
129
Whittier Trust
California
$920K
PA
130
Pinnacle Associates
New York
$901K +$937 +80 +0.1%
WMSA
131
Weiss Multi-Strategy Advisers
New York
$883K +$866K +73,901 New
PPCM
132
Pillar Pacific Capital Management
California
$880K +$129K +10,987 +18%
Wolverine Trading
133
Wolverine Trading
Illinois
$866K +$205K +17,475 +31%
ONB
134
Old National Bancorp
Indiana
$846K -$15K -1,282 -2%
HW
135
Hancock Whitney
Mississippi
$841K +$81K +6,916 +11%
CP
136
Camelot Portfolios
Ohio
$833K +$130K +11,117 +19%
Barclays
137
Barclays
United Kingdom
$823K +$199K +16,981 +33%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$795K +$32.9K +2,812 +4%
WA
139
Wealth Alliance
New York
$775K +$59.5K +5,076 +8%
CIM
140
Confluence Investment Management
Missouri
$755K +$740K +63,176 New
FAM
141
Formidable Asset Management
Ohio
$734K -$1.59K -136 -0.2%
Squarepoint
142
Squarepoint
New York
$729K -$708K -60,418 -50%
American Century Companies
143
American Century Companies
Missouri
$697K +$211K +18,011 +45%
IRC
144
Investors Research Corp
Georgia
$681K -$9.37K -800 -1%
BCM
145
Breiter Capital Management
Florida
$665K +$1.76K +150 +0.3%
TI
146
Telemetry Investments
New York
$657K
PWM
147
Perigon Wealth Management
California
$654K -$8.21K -701 -1%
AWM
148
Altium Wealth Management
New York
$637K -$40K -3,412 -6%
PAM
149
Palisade Asset Management
Minnesota
$598K
SPI
150
Santori & Peters Inc
Pennsylvania
$580K

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.