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Ericsson
ERIC

Overview Fund Activity

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
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
1
Eaton Vance Management
Massachusetts
$58.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$22.2M
3
BA
3
BlackRock Advisors
Delaware
$72.7M
4
MAA
4
Managed Account Advisors
New Jersey
$60.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$24.5M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$253M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$36.7M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$32.6M
4
VM
4
Valinor Management
New York
$74M
5
SA
5
Smithwood Advisers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBB
151
Citizens Business Bank
California
$293K – – –
FIM
152
Freedom Investment Management
Connecticut
$286K +$286K +21,441 New
PCM
153
Prelude Capital Management
New York
$283K +$283K +21,200 New
MA
154
MUFG Americas
New York
$268K +$268K +20,155 New
BF
155
BOK Financial
Oklahoma
$252K +$70.6K +5,299 +39%
COI
156
Connable Office Inc
Michigan
$245K – – –
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$239K +$239K +17,680 New
RJT
158
Raymond James Trust
Florida
$228K +$38.8K +2,895 +20%
GVT
159
Genesee Valley Trust
New York
$227K -$2.87K -216 -1%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$201K -$684K -51,422 -77%
SCA
161
SAC Capital Advisors
Connecticut
$200K -$124K -9,278 -38%
CCM
162
Carlson Capital Management
Minnesota
$200K – – –
CCA
163
Checchi Capital Advisers
California
$197K +$30.7K +2,296 +18%
RC
164
RegentAtlantic Capital
New Jersey
$189K -$61.2K -4,601 -24%
WAM
165
Wolverine Asset Management
Illinois
$182K – – –
AT
166
Arden Trust
Delaware
$181K -$13.4K -1,005 -7%
ID
167
Integral Derivatives
New York
$179K +$179K +13,401 New
CCB
168
Cutter & Co Brokerage
Missouri
$179K +$179K +13,410 New
ONB
169
Old National Bancorp
Indiana
$178K +$7.95K +597 +5%
BTNA
170
Bremer Trust National Association
Minnesota
$177K +$5.48K +410 +3%
SCM
171
Shelton Capital Management
Colorado
$172K – – –
SI
172
Stephens Inc
Arkansas
$171K – – –
ICAS
173
Investors Capital Advisory Services
Massachusetts
$171K – – –
QCMC
174
Quantum Capital Management (California)
California
$163K +$14.2K +1,068 +10%
MCM
175
MAI Capital Management
Ohio
$155K – – –
5 6
7
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