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Ericsson
ERIC

Overview Fund Activity

268 hedge funds and large institutions have $1.48B invested in Ericsson in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-28
Holders Change %
-9.46%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
84
Reduced
83
Closed
55
Calls
$15M
Puts
$20.8M
Net Calls
-$5.83M
Net Calls Change
-$14.8M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$159M
2
CS
Credit Suisse
Switzerland
+$20.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$17.2M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$15.9M
5
SCM
Segantii Capital Management
Hong Kong
+$11.9M

Top Sellers

1
F
Folketrygdfondet
Norway
-$73.4M
2
Primecap Management
Primecap Management
California
-$55M
3
Millennium Management
Millennium Management
New York
-$39.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.3M
5
WP
Woodline Partners
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
176
Baker Avenue Asset Management
California
$34.8K -$7.22K -1,234 -17%
PPC
177
Park Place Capital
Alabama
$29.4K – – –
FP
178
Financial Perspectives
Minnesota
$26.9K – – –
SPIA
179
Steward Partners Investment Advisory
New York
$26.4K – – –
AAG
180
Armstrong Advisory Group
Massachusetts
$24.8K – – –
CFGS
181
Concourse Financial Group Securities
Alabama
$22K -$6.69K -1,118 -23%
MSFP
182
Mark Sheptoff Financial Planning
Connecticut
$20.5K – – –
WWP
183
WR Wealth Planners
Missouri
$19.3K +$19.3K +3,300 New
TWC
184
TD Waterhouse Canada
Ontario, Canada
$18.8K -$70.8K -11,000 -79%
Credit Agricole
185
Credit Agricole
France
$17.6K – – –
BCMLT
186
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.6K – – –
GWM
187
Geneos Wealth Management
Colorado
$17.6K +$17.6K +3,000 New
WWM
188
Wolff Wiese Magana
California
$15.2K – – –
KFI
189
Key Financial Inc
Pennsylvania
$15K – – –
BONH
190
Bank of New Hampshire
New Hampshire
$14.8K – – –
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$14K +$4.95K +834 +55%
GRP
192
Global Retirement Partners
California
$13.5K +$3.9K +729 +41%
SN
193
Sittner & Nelson
Oregon
$13.4K +$13.4K +2,295 New
SIS
194
Sound Income Strategies
Florida
$13.2K +$13.2K +2,250 New
GWS
195
Glassman Wealth Services
Virginia
$12.6K +$10.3K +1,766 +455%
CA
196
Centerpoint Advisors
Massachusetts
$12K – – –
CTC
197
Central Trust Company
Missouri
$11.1K – – –
NA
198
NewEdge Advisors
Louisiana
$10.9K -$59 -10 -0.5%
BWAM
199
Boyd Watterson Asset Management
Ohio
$10.6K – – –
AF
200
Advisornet Financial
Minnesota
$9.41K -$2.95K -504 -24%
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