We are live on ! Find out more
ERIC icon

Ericsson

358 hedge funds and large institutions have $3.42B invested in Ericsson in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

40% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 95

14% more funds holding

Funds holding: 315358 (+43)

7% more capital invested

Capital invested by funds: $3.2B → $3.42B (+$224M)

0.29% less ownership

Funds ownership: 9.61%9.32% (-0.29%)

12% less call options, than puts

Call options by funds: $58.5M | Put options by funds: $66.6M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
358
Holders Change
+43
Holders Change %
+13.65%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
76
Increased
133
Reduced
95
Closed
31
Calls
$58.5M
Puts
$66.6M
Net Calls
-$8.12M
Net Calls Change
+$9.63M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
201
HAP Trading
New York
$264K +$259K +22,075 New
Pacer Advisors
202
Pacer Advisors
Pennsylvania
$260K -$57.2K -4,884 -18%
FCI
203
Financial Counselors Inc
Kansas
$260K -$797 -68 -0.3%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$256K +$54.1K +4,620 +27%
AWM
205
AE Wealth Management
Kansas
$252K +$28.7K +2,449 +13%
SSCA
206
South Shore Capital Advisors
Massachusetts
$250K +$245K +20,900 New
AAS
207
Avantax Advisory Services
Texas
$246K -$56.3K -4,803 -19%
GT
208
Greenleaf Trust
Michigan
$246K
CA
209
Cetera Advisors
Colorado
$235K +$48.7K +4,157 +27%
CAM
210
Cresset Asset Management
Illinois
$231K +$8.54K +729 +4%
SAF
211
Smith Anglin Financial
Texas
$218K +$214K +18,240 New
RA
212
RFG Advisory
Alabama
$215K -$6.44K -550 -3%
LJAC
213
L.J. Altfest & Co
New York
$215K -$3.33K -284 -2%
JF
214
Jump Financial
Illinois
$206K +$202K +17,200 New
CCA
215
Checchi Capital Advisers
California
$194K +$24.1K +2,056 +14%
CCIA
216
Campbell & Co Investment Adviser
Maryland
$192K +$188K +16,045 New
BAM
217
Blueshift Asset Management
New Jersey
$187K +$2.93K +250 +2%
MC
218
Moors & Cabot
Massachusetts
$173K +$20.5K +1,752 +14%
SQA
219
Simon Quick Advisors
New Jersey
$172K +$25.1K +2,138 +17%
MML Investors Services
220
MML Investors Services
Massachusetts
$171K -$56.8K -4,847 -25%
OWM
221
OneAscent Wealth Management
Alabama
$168K +$165K +14,060 New
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K +$38K +3,240 +30%
MWA
223
Moser Wealth Advisors
Washington
$164K +$129K +11,000 +407%
MIFH
224
Migdal Insurance & Financial Holdings
Israel
$162K +$78.1K +6,665 +97%
MLIC
225
Mandatum Life Insurance Company
Finland
$160K

ERIC Hedge Fund Activity: Q4 2020 in Review

358 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2020, worth a combined $3.42B — up 7% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ERIC positions and 31 closed out — a net gain of 45 holders — while 133 added to existing stakes and 95 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $106M.

  • 358 institutional investors held Ericsson (ERIC) as of Q4 2020, up from 315 in Q3 2020.
  • Funds reported $3.42B of Ericsson stock for Q4 2020, up 7% quarter-over-quarter.
  • 76 funds opened new Ericsson positions in Q4 2020 and 31 closed out, a net change of +45 holders.
  • The largest Ericsson buyer in Q4 2020 was Neuberger Berman Group, an estimated $115M added.
  • The largest Ericsson seller in Q4 2020 was Fidelity Investments, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.