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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
MIM
126
Merrion Investment Management
New Jersey
$204K -$45.1K -7,500 -18%
AT
127
Arvest Trust
Oklahoma
$203K
ACM
128
Aquatic Capital Management
Illinois
$194K -$463K -77,100 -70%
Cerity Partners
129
Cerity Partners
New York
$191K +$21.6K +3,596 +12%
FRM
130
Fox Run Management
Connecticut
$187K +$193K +32,103 New
JP Morgan Chase
131
JP Morgan Chase
New York
$185K -$10.3K -1,712 -5%
DS
132
DRW Securities
Illinois
$179K
AC
133
AXQ Capital
New Jersey
$178K +$183K +30,496 New
MS
134
Maven Securities
Jersey
$175K
FAM
135
Formidable Asset Management
Ohio
$175K +$105K +17,442 +139%
LFAS
136
Level Four Advisory Services
Texas
$174K -$90.8K -15,103 -34%
TSS
137
Two Sigma Securities
New York
$174K -$23.6K -3,928 -12%
TRCT
138
Tower Research Capital (TRC)
New York
$171K -$197K -32,762 -53%
RCM
139
RNC Capital Management
California
$167K -$51.6K -8,580 -23%
RWM
140
Ruedi Wealth Management
Illinois
$164K +$169K +28,037 New
JWCA
141
J.W. Cole Advisors
Florida
$160K -$92.7K -15,417 -36%
Creative Planning
142
Creative Planning
Kansas
$160K +$4.96K +826 +3%
FOA
143
Five Oceans Advisors
California
$158K
DA
144
Doliver Advisors
Texas
$138K
API
145
Advisor Partners II
California
$129K -$41.9K -6,969 -24%
FIM
146
Freedom Investment Management
Connecticut
$123K -$3.49K -581 -3%
OC
147
Oppenheimer & Co
New York
$122K -$559K -92,939 -82%
HAIM
148
Hunter Associates Investment Management
Pennsylvania
$121K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$120K -$55.6K -9,257 -31%
MWM
150
Mission Wealth Management
California
$117K -$89.1K -14,820 -43%

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.