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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
RCM
176
RNC Capital Management
California
$268K +$129K +11,775 +92%
IB
177
Intrust Bank
Kansas
$267K +$26.1K +2,389 +11%
SSCA
178
South Shore Capital Advisors
Massachusetts
$263K +$35.3K +3,225 +15%
SEC
179
Seven Eight Capital
New York
$255K +$31.4K +2,875 +14%
EGM
180
Engineers Gate Manager
New York
$255K +$256K +23,438 New
Franklin Resources
181
Franklin Resources
California
$252K +$32.2K +2,944 +15%
AIM
182
Aigen Investment Management
New York
$251K +$262K +23,926 New
BCM
183
Bayesian Capital Management
New York
$245K -$273K -25,000 -53%
MWA
184
Moser Wealth Advisors
Washington
$241K -$8.2K -750 -3%
AIM
185
Alhambra Investment Management
Florida
$239K +$240K +21,954 New
TSS
186
Two Sigma Securities
New York
$237K -$160K -14,595 -40%
Capstone Investment Advisors
187
Capstone Investment Advisors
New York
$236K +$40.6K +3,715 +21%
HAIM
188
Hunter Associates Investment Management
Pennsylvania
$226K
GT
189
Greenleaf Trust
Michigan
$220K
SFS
190
Sowell Financial Services
Arkansas
$219K +$220K +20,115 New
Acadian Asset Management
191
Acadian Asset Management
Massachusetts
$218K -$532K -48,635 -71%
JMPWA
192
JP Morgan Private Wealth Advisors
California
$218K -$46.4K -4,248 -17%
New York State Common Retirement Fund
193
New York State Common Retirement Fund
New York
$218K +$219K +20,069 New
AWM
194
AE Wealth Management
Kansas
$214K -$200K -18,255 -48%
DC
195
DeDora Capital
California
$213K +$2.97K +272 +2%
LSA
196
Leonteq Securities AG
Switzerland
$210K +$62.2K +5,692 +42%
MWM
197
Mission Wealth Management
California
$208K +$40.2K +3,675 +24%
YIH
198
Y-Intercept (HK)
Hong Kong
$203K +$204K +18,663 New
M&T Bank
199
M&T Bank
New York
$202K -$3.97K -363 -2%
BCV
200
Banque Cantonale Vaudoise
Switzerland
$202K

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.