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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 %
GRP
176
Global Retirement Partners
California
$23.5K +$3.34K +548 +17%
MSFP
177
Mark Sheptoff Financial Planning
Connecticut
$22.1K – – –
RIL
178
Rothschild Investment LLC
Illinois
$21.8K +$21.8K +3,462 New
EC
179
EntryPoint Capital
New York
$20.7K +$20.7K +3,283 New
GWM
180
Geneos Wealth Management
Colorado
$18.9K – – –
Credit Agricole
181
Credit Agricole
France
$18.9K +$18.9K +3,000 New
NS
182
NBC Securities
Alabama
$18K – – –
AF
183
Allworth Financial
California
$17.4K +$630 +100 +4%
WWM
184
Wolff Wiese Magana
California
$16.4K – – –
KFI
185
Key Financial Inc
Pennsylvania
$16.1K – – –
CFGS
186
Concourse Financial Group Securities
Alabama
$14.8K -$4.85K -770 -25%
BCMLT
187
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$14.3K -$30.7K -4,877 -68%
SIS
189
Sound Income Strategies
Florida
$14.2K – – –
CTC
190
Central Trust Company
Missouri
$12K – – –
BWAM
191
Boyd Watterson Asset Management
Ohio
$11.4K – – –
HNB
192
Huntington National Bank
Ohio
$9.78K – – –
GWS
193
Glassman Wealth Services
Virginia
$8.04K -$4.36K -692 -35%
NA
194
NewEdge Advisors
Louisiana
$6.68K +$1.26K +200 +23%
GI
195
GAMMA Investing
California
$6.5K +$6.5K +1,179 New
AF
196
Advisornet Financial
Minnesota
$6.3K +$6.3K +1,000 New
SC
197
SouthState Corp
Florida
$5.73K – – –
BIA
198
Bell Investment Advisors
California
$5.56K +$680 +108 +14%
PS
199
Principal Securities
Iowa
$5.56K +$5.56K +883 New
BF
200
BOK Financial
Oklahoma
$5.52K +$5.52K +876 New
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