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Ericsson

271 hedge funds and large institutions have $2.58B invested in Ericsson in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 65

11% more funds holding

Funds holding: 244271 (+27)

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$195M)

0.38% more ownership

Funds ownership: 8.45%8.84% (+0.38%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

54% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $31.9M

Holders
271
Holders Change
+27
Holders Change %
+11.07%
% of All Funds
5.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
101
Reduced
65
Closed
30
Calls
$14.8M
Puts
$31.9M
Net Calls
-$17.1M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.26B -$6.15M -634,460 -0.5%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$244M +$308K +31,820 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$222M +$21.9M +2,259,100 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$157M +$51.1M +5,272,903 +47%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$79.5M -$29.6M -3,056,729 -27%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$57.8M +$59M +6,087,194 New
F
7
Folketrygdfondet
Norway
$51.9M +$1.61M +165,975 +3%
PPA
8
Parametric Portfolio Associates
Washington
$29.5M +$224K +23,140 +0.8%
CMG
9
Cavalry Management Group
California
$28.4M -$9.99M -1,031,204 -26%
Northern Trust
10
Northern Trust
Illinois
$27.6M +$248K +25,653 +0.9%
Bank of America
11
Bank of America
North Carolina
$24.3M +$8.02M +827,740 +48%
Morgan Stanley
12
Morgan Stanley
New York
$23.1M +$9.7M +1,001,417 +70%
MWNA
13
Marshall Wace North America
New York
$21.1M +$21.5M +2,220,102 New
1M
14
13D Management
New York
$19.2M -$743K -76,718 -4%
MCM
15
Masters Capital Management
Georgia
$19M
UBS Group
16
UBS Group
Switzerland
$16.3M +$246K +25,402 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$14.6M +$5.56M +574,406 +60%
Goldman Sachs
18
Goldman Sachs
New York
$14.4M +$980K +101,210 +7%
UM
19
Ulysses Management
New York
$10.3M -$2.18M -225,000 -17%
Deutsche Bank
20
Deutsche Bank
Germany
$9.85M -$23.4M -2,411,957 -70%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9M +$522K +53,915 +6%
Wells Fargo
22
Wells Fargo
California
$8.93M +$1.34M +138,369 +17%
AG
23
Aperio Group
California
$8.55M -$370K -38,224 -4%
Ameriprise
24
Ameriprise
Minnesota
$8.44M +$138K +14,287 +2%
PI
25
PineBridge Investments
New York
$8.23M +$8.39M +866,057 New

ERIC Hedge Fund Activity: Q2 2019 in Review

271 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2019, worth a combined $2.58B — up 8.2% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ERIC positions and 30 closed out — a net gain of 29 holders — while 101 added to existing stakes and 65 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $59M. The largest seller was Arrowstreet Capital, cutting an estimated $29.6M.

  • 271 institutional investors held Ericsson (ERIC) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $2.58B of Ericsson stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 59 funds opened new Ericsson positions in Q2 2019 and 30 closed out, a net change of +29 holders.
  • The largest Ericsson buyer in Q2 2019 was Neuberger Berman Group, an estimated $59M added.
  • The largest Ericsson seller in Q2 2019 was Arrowstreet Capital, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.