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Ericsson
ERIC

Overview Fund Activity

264 hedge funds and large institutions have $2.14B invested in Ericsson in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+20
Holders Change %
+8.2%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
50
Increased
104
Reduced
64
Closed
30
Calls
$16.2M
Puts
$18.3M
Net Calls
-$2.16M
Net Calls Change
-$4.85M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$317M
2
SEI Investments
SEI Investments
Pennsylvania
$23.5M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$20.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$15.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$883M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$178K
3
Optiver Holding
Optiver Holding
Netherlands
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.77M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
201
Financial Perspectives
Minnesota
$34.9K – – –
TPCW
202
TD Private Client Wealth
New York
$34.6K +$32.8K +4,323 +1,743%
AAG
203
Armstrong Advisory Group
Massachusetts
$32.1K – – –
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.7K – – –
JIP
205
Jaffetilchin Investment Partners
Florida
$31.2K +$31.2K +4,116 New
MSFP
206
Mark Sheptoff Financial Planning
Connecticut
$26.5K – – –
RIL
207
Rothschild Investment LLC
Illinois
$25.5K +$4.86K +641 +24%
Credit Agricole
208
Credit Agricole
France
$22.7K – – –
GWM
209
Geneos Wealth Management
Colorado
$22.7K – – –
AF
210
Allworth Financial
California
$22.4K +$326 +43 +1%
NS
211
NBC Securities
Alabama
$22K -$24K -3,274 -52%
WWM
212
Wolff Wiese Magana
California
$19.7K – – –
AWM
213
Avior Wealth Management
Nebraska
$18.8K +$10.5K +1,383 +126%
CFGS
214
Concourse Financial Group Securities
Alabama
$17.7K -$212 -28 -1%
SIS
215
Sound Income Strategies
Florida
$17.1K – – –
SAM
216
Smartleaf Asset Management
Massachusetts
$16.6K +$16.6K +2,153 New
RA
217
Rise Advisors
New York
$16.3K – – –
UB
218
UMB Bank
Missouri
$15.2K – – –
CTC
219
Central Trust Company
Missouri
$15.1K +$735 +97 +5%
WWP
220
WR Wealth Planners
Missouri
$13.6K – – –
BWAM
221
Boyd Watterson Asset Management
Ohio
$13.4K -$296 -39 -2%
MWA
222
Moser Wealth Advisors
Washington
$11.4K +$11.4K +1,500 New
PTC
223
Private Trust Company
Ohio
$10.5K +$10.5K +1,388 New
JWA
224
JFS Wealth Advisors
Pennsylvania
$10.1K +$3.57K +471 +55%
SPIA
225
Steward Partners Investment Advisory
New York
$10K +$3.84K +507 +62%
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