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Ericsson

244 hedge funds and large institutions have $2.38B invested in Ericsson in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

6% more funds holding

Funds holding: 230244 (+14)

4% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 67

4% more capital invested

Capital invested by funds: $2.29B → $2.38B (+$98.3M)

0.06% more ownership

Funds ownership: 8.39%8.45% (+0.06%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

28% less call options, than puts

Call options by funds: $9.45M | Put options by funds: $13.1M

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
59
Increased
70
Reduced
67
Closed
44
Calls
$9.45M
Puts
$13.1M
Net Calls
-$3.67M
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.22B -$1.44M -158,860 -0.1%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$236M -$9.15M -1,012,200 -4%
Renaissance Technologies
3
Renaissance Technologies
New York
$194M +$50.8M +5,617,800 +36%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$105M +$11.6M +1,278,166 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$103M +$56.4M +6,239,848 +124%
F
6
Folketrygdfondet
Norway
$48.6M +$8.95M +990,679 +23%
CMG
7
Cavalry Management Group
California
$37M -$4.35M -480,844 -11%
Deutsche Bank
8
Deutsche Bank
Germany
$31.7M +$7.86M +869,918 +34%
PPA
9
Parametric Portfolio Associates
Washington
$28.3M +$1.21M +133,425 +5%
Northern Trust
10
Northern Trust
Illinois
$26.5M +$99.1K +10,969 +0.4%
1M
11
13D Management
New York
$19.6M -$197K -21,745 -1%
MCM
12
Masters Capital Management
Georgia
$18.4M +$4.52M +500,000 +33%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$17.5M
Bank of America
14
Bank of America
North Carolina
$15.8M -$5.36M -592,784 -26%
UBS Group
15
UBS Group
Switzerland
$15.6M +$3.48M +385,489 +29%
Millennium Management
16
Millennium Management
New York
$15.4M -$35.1M -3,884,167 -70%
Morgan Stanley
17
Morgan Stanley
New York
$13.2M +$2.39M +264,190 +23%
Goldman Sachs
18
Goldman Sachs
New York
$13M +$271K +29,955 +2%
UM
19
Ulysses Management
New York
$12M +$499K +55,200 +4%
CS
20
Credit Suisse
Switzerland
$11.2M +$11M +1,216,524 New
Jane Street
21
Jane Street
New York
$11.1M +$3.84M +424,641 +54%
Dodge & Cox
22
Dodge & Cox
California
$9.55M -$6.21M -686,858 -40%
Citadel Advisors
23
Citadel Advisors
Florida
$8.85M -$13.3M -1,474,065 -60%
AG
24
Aperio Group
California
$8.61M -$687K -75,971 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$8.2M +$316K +35,001 +4%

ERIC Hedge Fund Activity: Q1 2019 in Review

244 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2019, worth a combined $2.38B — up 4.3% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ERIC positions and 44 closed out — a net gain of 15 holders — while 70 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $56.4M. The largest seller was Millennium Management, cutting an estimated $35.1M.

  • 244 institutional investors held Ericsson (ERIC) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.38B of Ericsson stock for Q1 2019, up 4.3% quarter-over-quarter.
  • 59 funds opened new Ericsson positions in Q1 2019 and 44 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q1 2019 was Fidelity Investments, an estimated $56.4M added.
  • The largest Ericsson seller in Q1 2019 was Millennium Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q1 2019.