Ericsson
ERIC
223 hedge funds and large institutions have $2.07B invested in Ericsson in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 28 closing their positions.
77% more call options, than puts
Call options by funds: $53.1M | Put options by funds: $30M
8% more capital invested
Capital invested by funds: $1.91B → $2.07B (+$159M)
8% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 76
5% less funds holding
Funds holding: 235 → 223 (-12)
43% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$138M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$34.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$17.3M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$13.2M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$43.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$35.9M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$22.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$12.3M |
| 5 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
-$10.4M |
ERIC Hedge Fund Activity: Q3 2014 in Review
223 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2014, worth a combined $2.07B — up 8.3% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ERIC and 16 opened new positions — a net loss of 12 holders — while 76 trimmed existing stakes and 82 added.
The largest buyer was Primecap Management, adding an estimated $138M. The largest seller was Janus Henderson Investors US, cutting an estimated $43.6M.
- 223 institutional investors held Ericsson (ERIC) as of Q3 2014, down from 235 in Q2 2014.
- Funds reported $2.07B of Ericsson stock for Q3 2014, up 8.3% quarter-over-quarter.
- 16 funds opened new Ericsson positions in Q3 2014 and 28 closed out, a net change of -12 holders.
- The largest Ericsson buyer in Q3 2014 was Primecap Management, an estimated $138M added.
- The largest Ericsson seller in Q3 2014 was Janus Henderson Investors US, an estimated $43.6M sold.
Based on aggregated 13F filings for Q3 2014.