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Ericsson
ERIC

234 hedge funds and large institutions have $2.05B invested in Ericsson in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$135M)

2% more funds holding

Funds holding: 229 → 234 (+5)

27% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $34.6M

Holders
234
Holders Change
+5
Holders Change %
+2.18%
% of All Funds
6.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
90
Reduced
57
Closed
28
Calls
$25.2M
Puts
$34.6M
Net Calls
-$9.38M
Net Calls Change
-$20.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$54.4M
2
N
Nuveen
North Carolina
+$20.5M
3
BA
BlackRock Advisors
Delaware
+$13.6M
4
MAA
Managed Account Advisors
New Jersey
+$9.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.51M

Top Sellers

1
Primecap Management
Primecap Management
California
-$81.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.4M
3
EARNEST Partners
EARNEST Partners
Georgia
-$18.4M
4
VM
Valinor Management
New York
-$17.3M
5
SA
Smithwood Advisers
California
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Primecap Management
1
Primecap Management
California
$253M -$81.3M -6,510,300 -26%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$177M +$1.8M +143,893 +1%
JHIU
3
Janus Henderson Investors US
Colorado
$110M +$452K +36,214 +0.4%
BIP
4
Brandes Investment Partners
California
$98.4M +$1.53M +122,121 +2%
ClearBridge Investments
5
ClearBridge Investments
New York
$91M +$714K +57,171 +0.8%
LBA
6
Letko, Brosseau & Associates
Quebec, Canada
$85.4M -$2.24M -179,055 -3%
VM
7
Valinor Management
New York
$74M -$17.3M -1,387,088 -20%
BA
8
BlackRock Advisors
Delaware
$72.7M +$13.6M +1,086,111 +25%
Franklin Resources
9
Franklin Resources
California
$70.6M -$2.85M -228,486 -4%
MAA
10
Managed Account Advisors
New Jersey
$60.7M +$9.4M +752,253 +20%
EVM
11
Eaton Vance Management
Massachusetts
$58.1M +$54.4M +4,359,146 New
TGI
12
Tradewinds Global Investors
California
$43.9M -$5.23M -418,971 -11%
Invesco
13
Invesco
Georgia
$38.2M +$4.76M +381,317 +15%
Renaissance Technologies
14
Renaissance Technologies
New York
$36.7M -$20.4M -1,636,699 -37%
CS
15
Credit Suisse
Switzerland
$33.7M +$5.41M +432,892 +21%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$33.3M +$185K +14,819 +0.6%
BIM
17
BlackRock Investment Management
Delaware
$32.9M +$7.39M +591,309 +31%
EARNEST Partners
18
EARNEST Partners
Georgia
$32.6M -$18.4M -1,473,037 -38%
Bank of America
19
Bank of America
North Carolina
$30M +$3.62M +289,844 +15%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$27.8M +$5.62M +450,000 +28%
Dodge & Cox
21
Dodge & Cox
California
$26.7M +$207K +16,600 +0.8%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$24.5M +$8.51M +681,000 +59%
WI
23
WBI Investments
New Jersey
$23.8M +$1.71M +137,227 +8%
Northern Trust
24
Northern Trust
Illinois
$22.8M +$4.84M +387,747 +29%
N
25
Nuveen
North Carolina
$22.2M +$20.5M +1,642,168 +7,513%
1
2 3 4 5

ERIC Hedge Fund Activity: Q1 2014 in Review

234 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2014, worth a combined $2.05B — up 7.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ERIC positions and 28 closed out — a net gain of 10 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $54.4M. The largest seller was Primecap Management, cutting an estimated $81.3M.

  • 234 institutional investors held Ericsson (ERIC) as of Q1 2014, up from 229 in Q4 2013.
  • Funds reported $2.05B of Ericsson stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 38 funds opened new Ericsson positions in Q1 2014 and 28 closed out, a net change of +10 holders.
  • The largest Ericsson buyer in Q1 2014 was Eaton Vance Management, an estimated $54.4M added.
  • The largest Ericsson seller in Q1 2014 was Primecap Management, an estimated $81.3M sold.

Based on aggregated 13F filings for Q1 2014.