Ericsson
ERIC
187 hedge funds and large institutions have $1.85B invested in Ericsson in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 36 closing their positions.
35% more call options, than puts
Call options by funds: $2.69M | Put options by funds: $2M
20% more capital invested
Capital invested by funds: $1.55B → $1.85B (+$306M)
8% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 36
1% more funds holding
Funds holding: 186 → 187 (+1)
0.27% more ownership
Funds ownership: 8.76% → 9.03% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$105M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$33.2M |
| 3 |
Morgan Stanley
New York
|
+$14.8M |
| 4 |
1M
13D Management
New York
|
+$10.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
Folketrygdfondet
Oslo Norway,
Norway
|
-$34.3M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$20.7M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$12.4M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$11M |
| 5 |
Jane Street
New York
|
-$9.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NL
201
NWAM LLC
Mercer Island,
Washington
| – | -$60K | -10,490 | Closed |
|
|
FA
202
FMA Advisory
Harrisburg,
Pennsylvania
| – | -$60K | -10,465 | Closed |
|
|
HPCM
203
High Pointe Capital Management
Chicago,
Illinois
| – | -$58K | -10,050 | Closed |
|
|
SIAS
204
Shine Investment Advisory Services
Lone Tree,
Colorado
| – | -$20K | -3,564 | Closed |
|
|
TDC
205
Thompson Davis & Co
Richmond,
Virginia
| – | -$17K | -2,990 | Closed |
|
|
HR
206
Howe & Rusling
Rochester,
New York
| – | -$11K | -1,955 | Closed |
|
|
FHA
207
First Horizon Advisors
Memphis,
Tennessee
| – | -$4K | -683 | Closed |
|
|
NFG
208
Next Financial Group
Houston,
Texas
| – | -$1K | -205 | Closed |
|
209
UBS AM
Chicago,
Illinois
| – | -$1.03K | -180 | Closed |
|
|
OSAM
210
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -97 | Closed |
|
|
GTAM
211
Global Trust Asset Management
West Palm Beach,
Florida
| – | +$249 | +40 | New |
|
ERIC Hedge Fund Activity: Q4 2017 in Review
187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2017, worth a combined $1.85B — up 20% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ERIC positions and 36 closed out — a net gain of 3 holders — while 45 added to existing stakes and 58 trimmed.
The largest buyer was Primecap Management, adding an estimated $105M. The largest seller was Folketrygdfondet, cutting an estimated $34.3M.
- 187 institutional investors held Ericsson (ERIC) as of Q4 2017, up from 186 in Q3 2017.
- Funds reported $1.85B of Ericsson stock for Q4 2017, up 20% quarter-over-quarter.
- 39 funds opened new Ericsson positions in Q4 2017 and 36 closed out, a net change of +3 holders.
- The largest Ericsson buyer in Q4 2017 was Primecap Management, an estimated $105M added.
- The largest Ericsson seller in Q4 2017 was Folketrygdfondet, an estimated $34.3M sold.
Based on aggregated 13F filings for Q4 2017.