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Ericsson
ERIC

236 hedge funds and large institutions have $2.35B invested in Ericsson in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $57.6M | Put options by funds: $25.7M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $2.06B → $2.35B (+$288M)

6% more funds holding

Funds holding: 222 → 236 (+14)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
73
Reduced
84
Closed
18
Calls
$57.6M
Puts
$25.7M
Net Calls
+$31.9M
Net Calls Change
+$8.74M

Top Buyers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
+$208M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$102M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$14.7M
5
BA
BlackRock Advisors
Delaware
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
-$56.1M
2
Bank of America
Bank of America
North Carolina
-$26.6M
3
EVM
Eaton Vance Management
Massachusetts
-$25.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.5M
5
VKH
Virtu KCG Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
151
Virtu KCG Holdings
New York
$180K -$13.6M -1,126,019 -99%
AI
152
ArchPoint Investors
Florida
$179K +$25.8K +2,140 +17%
FA
153
FDx Advisors
Illinois
$174K -$67.4K -5,597 -28%
QCMC
154
Quantum Capital Management (California)
California
$170K +$15.2K +1,260 +10%
AT
155
Arden Trust
Delaware
$162K -$1.53K -127 -0.9%
COI
156
Connable Office Inc
Michigan
$157K -$14.4K -1,194 -8%
ICAS
157
Investors Capital Advisory Services
Massachusetts
$151K +$1.02K +85 +0.7%
RFC
158
Regions Financial Corp
Alabama
$142K +$879 +73 +0.6%
GAM
159
Gotham Asset Management
New York
$140K +$36 +3 +0%
Creative Planning
160
Creative Planning
Kansas
$140K +$21.4K +1,780 +18%
KeyBank National Association
161
KeyBank National Association
Ohio
$138K +$12.1K +1,005 +10%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$134K -$3.06K -254 -2%
ASN
163
Advisory Services Network
Georgia
$134K +$131K +10,865 New
WAM
164
Wolverine Asset Management
Illinois
$131K -$85.5K -7,100 -39%
PAM
165
Princeton Alpha Management
New Jersey
$131K -$48.8K -4,048 -27%
DD
166
Dominick & Dominick
New York
$126K – – –
OA
167
OFI Advisors
Pennsylvania
$126K +$7.26K +603 +6%
HIMCH
168
Hartford Investment Management Co (HIMCO)
Connecticut
$125K +$124K +10,300 New
HI
169
HBK Investments
Texas
$125K +$124K +10,300 New
GLRA
170
Gerald L. Ray & Associates
Texas
$122K – – –
GCP
171
GSA Capital Partners
United Kingdom
$121K +$121K +10,014 New
SEI Investments
172
SEI Investments
Pennsylvania
$98K +$94K +7,802 New
JWA
173
JFS Wealth Advisors
Pennsylvania
$88K -$8.43K -700 -9%
PIM
174
Progressive Investment Management
Oregon
$87K -$869K -72,144 -91%
HR
175
Howe & Rusling
New York
$78K – – –
5 6
7
8 9

ERIC Hedge Fund Activity: Q4 2014 in Review

236 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2014, worth a combined $2.35B — up 14% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ERIC positions and 18 closed out — a net gain of 16 holders — while 73 added to existing stakes and 84 trimmed.

The largest buyer was Primecap Management, adding an estimated $208M. The largest seller was Janus Henderson Investors US, cutting an estimated $56.1M.

  • 236 institutional investors held Ericsson (ERIC) as of Q4 2014, up from 222 in Q3 2014.
  • Funds reported $2.35B of Ericsson stock for Q4 2014, up 14% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2014 was Primecap Management, an estimated $208M added.
  • The largest Ericsson seller in Q4 2014 was Janus Henderson Investors US, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2014.