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Ericsson
ERIC

Overview Fund Activity

370 hedge funds and large institutions have $3.68B invested in Ericsson in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+13
Holders Change %
+3.64%
% of All Funds
6.52%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
59
Increased
150
Reduced
94
Closed
43
Calls
$118M
Puts
$66.3M
Net Calls
+$52M
Net Calls Change
+$60.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$51.2M
2
CMG
Cavalry Management Group
California
$59.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$25M
4
First Trust Advisors
First Trust Advisors
Illinois
$37.7M
5
RFA
Reilly Financial Advisors
California
$17.6M

Top Sellers

1
Primecap Management
Primecap Management
California
$1.49B
2
F
Folketrygdfondet
Norway
$84.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$208M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$370M
5
Ameriprise
Ameriprise
Minnesota
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
176
Oppenheimer Asset Management
New York
$507K – – –
ACA
177
Atlas Capital Advisors
Wyoming
$505K – – –
KA
178
Kercheville Advisors
Texas
$502K -$943K -71,201 -65%
NFG
179
Nations Financial Group
Iowa
$502K +$502K +38,047 New
SFSIG
180
San Francisco Sentry Investment Group
California
$498K +$498K +37,753 New
Mariner
181
Mariner
Kansas
$487K +$487K +36,937 New
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
$485K -$2.01M -152,084 -81%
CG
183
Colony Group
Massachusetts
$479K +$94.2K +7,148 +24%
PAG
184
Private Advisor Group
New Jersey
$478K +$14K +1,065 +3%
HSA
185
HBK Sorce Advisory
Pennsylvania
$474K +$56.8K +4,311 +14%
LG
186
Leuthold Group
Minnesota
$467K +$467K +35,429 New
FTDI
187
First Trust Direct Indexing
Massachusetts
$438K +$3.65K +277 +0.8%
MSAM
188
Moloney Securities Asset Management
Missouri
$433K +$33K +2,500 +8%
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$433K +$150K +11,404 +53%
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$424K -$12.1K -920 -3%
AAS
191
Avantax Advisory Services
Texas
$424K +$155K +11,744 +58%
EVM
192
Eaton Vance Management
Massachusetts
$420K +$18K +1,368 +4%
WS
193
Wedbush Securities
California
$375K +$2.5K +190 +0.7%
FCI
194
Financial Counselors Inc
Kansas
$356K +$69.2K +5,240 +24%
LFAS
195
Level Four Advisory Services
Texas
$350K -$26.8K -2,030 -7%
OCAM
196
Onex Canada Asset Management
Ontario, Canada
$341K +$11.5K +870 +3%
EI
197
Ethic Inc
New York
$333K +$35K +2,655 +12%
VPIM
198
Vanguard Personalized Indexing Management
California
$331K +$27.5K +2,084 +9%
QSS
199
Quantitative Systematic Strategies
Florida
$328K +$328K +24,885 New
M&T Bank
200
M&T Bank
New York
$326K -$107K -8,105 -25%
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