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Ericsson

361 hedge funds and large institutions have $2.77B invested in Ericsson in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 361361 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.23% less ownership

Funds ownership: 9.53%8.3% (-1.2%)

15% less capital invested

Capital invested by funds: $3.28B → $2.77B (-$508M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $101M

Holders
361
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
108
Reduced
116
Closed
56
Calls
$60.1M
Puts
$101M
Net Calls
-$41.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Carolina Wealth Advisors
South Carolina
$202K +$203K +18,560 New
SAF
202
Smith Anglin Financial
Texas
$201K +$1.39K +127 +0.7%
GT
203
Glenmede Trust
Pennsylvania
$199K -$864 -79 -0.4%
WS
204
Wedbush Securities
California
$196K -$121K -11,077 -38%
RA
205
RFG Advisory
Alabama
$195K
Verition Fund Management
206
Verition Fund Management
Connecticut
$195K +$13.9K +1,270 +8%
CAM
207
Cresset Asset Management
Illinois
$193K -$109K -9,976 -36%
MML Investors Services
208
MML Investors Services
Massachusetts
$193K +$12.2K +1,118 +7%
FOA
209
Five Oceans Advisors
California
$190K +$191K +17,466 New
BCA
210
Bay Colony Advisors
Massachusetts
$189K
IWM
211
IHT Wealth Management
Illinois
$165K +$166K +15,188 New
HI
212
Harbour Investments
Wisconsin
$162K -$43K -3,931 -21%
CGL
213
Clarius Group LLC
Washington
$158K +$45.3K +4,145 +40%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$156K -$62.9K -5,756 -29%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$156K +$7K +640 +5%
CP
216
Camelot Portfolios
Ohio
$151K +$151K +13,850 New
AWC
217
Abundance Wealth Counselors
Pennsylvania
$151K +$152K +13,889 New
BF
218
BOK Financial
Oklahoma
$148K +$149K +13,593 New
BHB
219
Bank Hapoalim BM
Israel
$147K -$106K -9,720 -42%
MLIC
220
Mandatum Life Insurance Company
Finland
$145K
FB
221
Fulton Bank
Pennsylvania
$145K +$9.12K +834 +7%
DWT
222
Dorsey & Whitney Trust
South Dakota
$145K +$20.6K +1,880 +16%
QC
223
QCM Cayman
Texas
$143K +$144K +13,130 New
FHA
224
First Horizon Advisors
Tennessee
$142K -$120 -11 -0.1%
QT
225
Quantamental Technologies
New York
$142K +$142K +13,023 New

ERIC Hedge Fund Activity: Q4 2021 in Review

361 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2021, worth a combined $2.77B — down 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ERIC positions and 56 closed out — a net gain of 4 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $49.8M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $158M sold.

  • 361 institutional investors held Ericsson (ERIC) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.77B of Ericsson stock for Q4 2021, down 15% quarter-over-quarter.
  • 60 funds opened new Ericsson positions in Q4 2021 and 56 closed out, a net change of +4 holders.
  • The largest Ericsson buyer in Q4 2021 was Arrowstreet Capital, an estimated $49.8M added.
  • The largest Ericsson seller in Q4 2021 was MUFG Securities EMEA, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2021.