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Ericsson
ERIC

Overview Fund Activity

246 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+12
Holders Change %
+5.13%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
68
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$52M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$922M
3
Citadel Advisors
3
Citadel Advisors
Florida
$17.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.4M

Top Sellers

1
SC
1
SRB Corp
Massachusetts
$64.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$8.28M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$85.6K
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$185K
Name Holding Trade Value Shares
Change 		Shares
Change %
KLC
151
Knowledge Leaders Capital
Colorado
$85.2K -$10K -1,594 -11%
Truist Financial
152
Truist Financial
North Carolina
$84.3K +$7.14K +1,134 +9%
SIA
153
Schechter Investment Advisors
Michigan
$80K +$290 +46 +0.4%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$78.5K -$29.9K -4,742 -28%
Creative Planning
155
Creative Planning
Kansas
$76.8K -$21.6K -3,430 -22%
Russell Investments Group
156
Russell Investments Group
United Kingdom
$76.8K -$6.02K -956 -7%
Franklin Resources
157
Franklin Resources
California
$75.8K +$3.7K +588 +5%
RWMG
158
Redwood Wealth Management Group
New Jersey
$73.9K -$315 -50 -0.4%
TI
159
Tidal Investments
Wisconsin
$73K +$73K +11,589 New
6F
160
626 Financial
Michigan
$72.2K +$72.2K +11,460 New
RMCM
161
Reynders McVeigh Capital Management
Massachusetts
$72K – – –
CA
162
Cetera Advisors
Colorado
$70.4K -$3.39K -538 -5%
IWC
163
Integrated Wealth Concepts
Massachusetts
$69.4K -$3.06K -485 -4%
LCM
164
LCM Capital Management
Illinois
$66.6K +$1.58K +251 +2%
LSAG
165
Lake Street Advisors Group
New Hampshire
$65.1K +$65.1K +10,335 New
M&T Bank
166
M&T Bank
New York
$64K -$12.7K -2,025 -17%
AWM
167
AE Wealth Management
Kansas
$59K -$38.6K -6,677 -40%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.8K -$5.17K -820 -9%
GBT
169
Grove Bank & Trust
Florida
$46.7K -$25 -4 -0.1%
EWA
170
EverSource Wealth Advisors
Alabama
$44.5K -$36.7K -5,823 -45%
BTI
171
Blue Trust Inc
Georgia
$38K +$9.87K +2,021 +35%
PS
172
Planned Solutions
California
$37.8K +$37.8K +6,000 New
FP
173
Financial Perspectives
Minnesota
$29K – – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$28K -$420 -67 -1%
AAG
175
Armstrong Advisory Group
Massachusetts
$26.7K – – –
5 6
7
8 9