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Ericsson

236 hedge funds and large institutions have $2.35B invested in Ericsson in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $57.6M | Put options by funds: $25.7M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $2.06B → $2.35B (+$288M)

6% more funds holding

Funds holding: 222236 (+14)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
73
Reduced
84
Closed
18
Calls
$57.6M
Puts
$25.7M
Net Calls
+$31.9M
Net Calls Change
+$8.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$598M +$208M +17,289,912 +54%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$305M +$102M +8,430,149 +50%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$136M +$92.6M +7,690,064 +215%
F
4
Folketrygdfondet
Norway
$93.2M +$92.8M +7,702,355 New
BIP
5
Brandes Investment Partners
California
$90.7M -$6.74M -559,337 -7%
BA
6
BlackRock Advisors
Delaware
$83.1M +$13.4M +1,110,210 +19%
ClearBridge Investments
7
ClearBridge Investments
New York
$73.8M -$1.08M -89,778 -1%
LBA
8
Letko, Brosseau & Associates
Quebec, Canada
$71.8M -$2.22M -184,500 -3%
MAA
9
Managed Account Advisors
New Jersey
$64.6M -$11.2M -933,531 -15%
EVM
10
Eaton Vance Management
Massachusetts
$51.8M -$25.5M -2,114,923 -33%
CS
11
Credit Suisse
Switzerland
$51.4M -$5.26M -437,090 -9%
Invesco
12
Invesco
Georgia
$48.9M +$3.85M +319,891 +9%
BIM
13
BlackRock Investment Management
Delaware
$48.4M +$10.6M +877,606 +28%
TGI
14
Tradewinds Global Investors
California
$34.5M -$1.77M -146,628 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$26.7M -$1.24M -102,582 -4%
Dodge & Cox
16
Dodge & Cox
California
$25.7M +$287K +23,850 +1%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$25.2M
EARNEST Partners
18
EARNEST Partners
Georgia
$25.2M +$1.24M +103,061 +5%
N
19
Nuveen
North Carolina
$24.9M -$615K -51,046 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$24.5M +$2.5M +207,894 +11%
BG
21
BlackRock Group
United Kingdom
$23.7M +$3.79M +314,790 +19%
Northern Trust
22
Northern Trust
Illinois
$23.2M +$1.91M +158,730 +9%
Franklin Resources
23
Franklin Resources
California
$22.8M -$406K -33,736 -2%
CC
24
Chubb Corp
New Jersey
$18.1M
Goldman Sachs
25
Goldman Sachs
New York
$16.7M +$550K +45,669 +3%

ERIC Hedge Fund Activity: Q4 2014 in Review

236 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2014, worth a combined $2.35B — up 14% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ERIC positions and 18 closed out — a net gain of 16 holders — while 73 added to existing stakes and 84 trimmed.

The largest buyer was Primecap Management, adding an estimated $208M. The largest seller was Janus Henderson Investors US, cutting an estimated $56.1M.

  • 236 institutional investors held Ericsson (ERIC) as of Q4 2014, up from 222 in Q3 2014.
  • Funds reported $2.35B of Ericsson stock for Q4 2014, up 14% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2014 was Primecap Management, an estimated $208M added.
  • The largest Ericsson seller in Q4 2014 was Janus Henderson Investors US, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2014.