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Ericsson

230 hedge funds and large institutions have $2.29B invested in Ericsson in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

13% more funds holding

Funds holding: 203230 (+27)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

0.17% less ownership

Funds ownership: 8.56%8.39% (-0.17%)

1% less capital invested

Capital invested by funds: $2.31B → $2.29B (-$27.7M)

42% less call options, than puts

Call options by funds: $5.18M | Put options by funds: $9.01M

Holders
230
Holders Change
+27
Holders Change %
+13.3%
% of All Funds
5.12%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
59
Increased
66
Reduced
62
Closed
30
Calls
$5.18M
Puts
$9.01M
Net Calls
-$3.82M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.18B +$1.99M +229,000 +0.2%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$237M -$299M -34,412,296 -56%
Renaissance Technologies
3
Renaissance Technologies
New York
$137M +$96.6M +11,111,800 +254%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$90M +$72.4M +8,330,909 +460%
Millennium Management
5
Millennium Management
New York
$49.4M +$45.1M +5,187,045 +1,367%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$44.6M +$11.3M +1,297,237 +35%
CMG
7
Cavalry Management Group
California
$39.9M +$39.2M +4,506,039 New
F
8
Folketrygdfondet
Norway
$38.2M +$19.2M +2,205,277 +105%
PPA
9
Parametric Portfolio Associates
Washington
$26.2M -$1.02M -117,826 -4%
Northern Trust
10
Northern Trust
Illinois
$25.5M -$996K -114,620 -4%
Deutsche Bank
11
Deutsche Bank
Germany
$22.9M +$16.6M +1,908,410 +285%
TC
12
Tairen Capital
Hong Kong
$22.6M +$22.1M +2,543,172 New
Citadel Advisors
13
Citadel Advisors
Florida
$21.6M -$11.2M -1,292,611 -35%
Bank of America
14
Bank of America
North Carolina
$20.6M +$7.95M +915,047 +65%
1M
15
13D Management
New York
$18.8M +$1.25M +144,388 +7%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$16.9M +$7.89M +907,934 +91%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$16.3M -$63.5K -7,307 -0.4%
Dodge & Cox
18
Dodge & Cox
California
$15.3M -$93.4K -10,745 -0.6%
MCM
19
Masters Capital Management
Georgia
$13.3M -$4.34M -500,000 -25%
Goldman Sachs
20
Goldman Sachs
New York
$12.3M -$7.05M -811,384 -37%
UBS Group
21
UBS Group
Switzerland
$11.6M +$316K +36,347 +3%
UM
22
Ulysses Management
New York
$11.1M -$1.3M -150,000 -11%
TCP
23
ThornTree Capital Partners
Massachusetts
$10.7M +$10.5M +1,207,582 New
Wells Fargo
24
Wells Fargo
California
$10.6M +$5.71M +656,740 +121%
Morgan Stanley
25
Morgan Stanley
New York
$10.4M -$34.4M -3,955,014 -77%

ERIC Hedge Fund Activity: Q4 2018 in Review

230 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2018, worth a combined $2.29B — down 1.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ERIC positions and 30 closed out — a net gain of 29 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $96.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $299M.

  • 230 institutional investors held Ericsson (ERIC) as of Q4 2018, up from 203 in Q3 2018.
  • Funds reported $2.29B of Ericsson stock for Q4 2018, down 1.2% quarter-over-quarter.
  • 59 funds opened new Ericsson positions in Q4 2018 and 30 closed out, a net change of +29 holders.
  • The largest Ericsson buyer in Q4 2018 was Renaissance Technologies, an estimated $96.6M added.
  • The largest Ericsson seller in Q4 2018 was Hotchkis & Wiley Capital Management, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2018.