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Ericsson

361 hedge funds and large institutions have $2.77B invested in Ericsson in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 361361 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.23% less ownership

Funds ownership: 9.53%8.3% (-1.2%)

15% less capital invested

Capital invested by funds: $3.28B → $2.77B (-$508M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $101M

Holders
361
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
108
Reduced
116
Closed
56
Calls
$60.1M
Puts
$101M
Net Calls
-$41.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
151
Capital Asset Advisory Services
Michigan
$472K +$9.96K +911 +2%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$471K +$10.4K +950 +2%
HT
153
HAP Trading
New York
$441K +$222K +20,294 +100%
SCM
154
Sirios Capital Management
Massachusetts
$440K -$115K -10,514 -21%
VIA
155
Vident Investment Advisory
Georgia
$432K +$304K +27,793 +231%
DS
156
DRW Securities
Illinois
$424K -$219K -20,000 -34%
OAM
157
Oppenheimer Asset Management
New York
$417K -$776 -71 -0.2%
HSA
158
HBK Sorce Advisory
Pennsylvania
$386K +$36.6K +3,348 +10%
PWM
159
Perigon Wealth Management
California
$385K +$17.5K +1,600 +5%
EI
160
Ethic Inc
New York
$383K -$9.05K -828 -2%
CG
161
Colony Group
Massachusetts
$375K -$77.8K -7,118 -17%
LG
162
Leuthold Group
Minnesota
$372K -$4.24K -388 -1%
PA
163
Pinnacle Associates
New York
$362K -$1.18M -108,325 -76%
LSAG
164
Lake Street Advisors Group
New Hampshire
$351K +$13.9K +1,269 +4%
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$350K
PAM
166
Paradigm Asset Management
New York
$345K
VPIM
167
Vanguard Personalized Indexing Management
California
$330K +$76.2K +6,968 +30%
RHBC
168
R.H. Bluestein & Co
Michigan
$326K -$109K -10,000 -25%
Creative Planning
169
Creative Planning
Kansas
$319K -$27.7K -2,530 -8%
BCI
170
Brinker Capital Investments
Pennsylvania
$315K +$4.23K +387 +1%
S
171
SimplyRich
California
$310K -$1.34M -122,137 -81%
KAS
172
Kestra Advisory Services
Texas
$289K -$3.85K -352 -1%
FCI
173
Financial Counselors Inc
Kansas
$285K
TI
174
Telemetry Investments
New York
$283K
MIM
175
Merrion Investment Management
New Jersey
$281K

ERIC Hedge Fund Activity: Q4 2021 in Review

361 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2021, worth a combined $2.77B — down 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ERIC positions and 56 closed out — a net gain of 4 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $49.8M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $158M sold.

  • 361 institutional investors held Ericsson (ERIC) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.77B of Ericsson stock for Q4 2021, down 15% quarter-over-quarter.
  • 60 funds opened new Ericsson positions in Q4 2021 and 56 closed out, a net change of +4 holders.
  • The largest Ericsson buyer in Q4 2021 was Arrowstreet Capital, an estimated $49.8M added.
  • The largest Ericsson seller in Q4 2021 was MUFG Securities EMEA, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2021.