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Ericsson
ERIC

Overview Fund Activity

247 hedge funds and large institutions have $1.37B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-21
Holders Change %
-7.84%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
89
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$570M
2
WP
2
Woodline Partners
California
$55.7M
3
Millennium Management
3
Millennium Management
New York
$49.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$18.6M
5
Bank of America
5
Bank of America
North Carolina
$13.3M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$309K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$27.2M
3
Ameriprise
3
Ameriprise
Minnesota
$956K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29M
5
CS
5
Credit Suisse
Switzerland
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$22.5K -$2.18K -400 -9%
MSFP
177
Mark Sheptoff Financial Planning
Connecticut
$19.1K – – –
CFGS
178
Concourse Financial Group Securities
Alabama
$18.3K -$1.75K -321 -9%
HCP
179
Hexagon Capital Partners
Arkansas
$18.2K +$15K +2,761 +483%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$18K +$5.11K +933 +40%
WWP
181
WR Wealth Planners
Missouri
$18K – – –
GRP
182
Global Retirement Partners
California
$17.5K +$3.76K +689 +27%
GWM
183
Geneos Wealth Management
Colorado
$16.4K – – –
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K – – –
Credit Agricole
185
Credit Agricole
France
$16.4K – – –
WWM
186
Wolff Wiese Magana
California
$14.2K – – –
KFI
187
Key Financial Inc
Pennsylvania
$14K – – –
Citadel Advisors
188
Citadel Advisors
Florida
$12.8K -$757K -138,906 -98%
SIS
189
Sound Income Strategies
Florida
$12.3K – – –
CA
190
Centerpoint Advisors
Massachusetts
$11K – – –
CTC
191
Central Trust Company
Missouri
$10.4K – – –
NA
192
NewEdge Advisors
Louisiana
$10.1K – – –
BWAM
193
Boyd Watterson Asset Management
Ohio
$9.84K – – –
HNB
194
Huntington National Bank
Ohio
$8.46K – – –
AF
195
Advisornet Financial
Minnesota
$8.38K -$392 -72 -4%
GWS
196
Glassman Wealth Services
Virginia
$8.32K -$3.42K -628 -29%
GI
197
Gradient Investments
Minnesota
$6.15K – – –
ZB
198
Zions Bancorporation
Utah
$5.28K -$2.22K -408 -30%
OLVIG
199
Oliver Lagore Vanvalin Investment Group
Michigan
$4.25K – – –
NFSG
200
Newbridge Financial Services Group
Florida
$3.97K – – –
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