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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
KOCAA
151
Knights of Columbus Asset Advisors
Connecticut
$578K +$567K +48,385 New
DTL
152
Dynamic Technology Lab
Singapore
$575K +$564K +48,098 New
WCA
153
Westover Capital Advisors
Delaware
$548K +$537K +45,870 New
AP
154
Advisor Partners
California
$534K +$24K +2,051 +5%
HF
155
HRT Financial
New York
$532K +$522K +44,527 New
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$530K +$15.6K +1,334 +3%
PA
157
Profund Advisors
Maryland
$529K -$81K -6,915 -14%
DT
158
Diversified Trust
Tennessee
$510K
TI
159
Trexquant Investment
Connecticut
$508K -$657K -56,054 -57%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$495K +$485K +41,429 New
RHBC
161
R.H. Bluestein & Co
Michigan
$478K
BCA
162
Bay Colony Advisors
Massachusetts
$473K +$7.18K +613 +2%
QT
163
Quantbot Technologies
New York
$460K -$121K -10,364 -21%
OAM
164
Oppenheimer Asset Management
New York
$459K
ACA
165
Atlas Capital Advisors
Wyoming
$457K -$68.4K -5,836 -13%
PP
166
Paloma Partners
Connecticut
$452K -$24.7K -2,109 -5%
CAAS
167
Capital Asset Advisory Services
Michigan
$438K +$124K +10,568 +41%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$424K +$5.44K +464 +1%
PAG
169
Private Advisor Group
New Jersey
$420K +$92.7K +7,909 +29%
FIA
170
FNY Investment Advisers
New York
$417K -$1.35M -115,100 -77%
MYIA
171
Mount Yale Investment Advisors
Colorado
$412K +$404K +34,467 New
SCM
172
Stevens Capital Management
Pennsylvania
$407K +$399K +34,031 New
LNWWM
173
Laird Norton Wetherby Wealth Management
California
$395K -$3.12K -266 -0.8%
FTDI
174
First Trust Direct Indexing
Massachusetts
$394K +$386K +32,938 New
M&T Bank
175
M&T Bank
New York
$391K +$48.2K +4,118 +14%

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.