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Ericsson

248 hedge funds and large institutions have $2.16B invested in Ericsson in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% less ownership

Funds ownership: 8.84%8.67% (-0.17%)

0% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $9.89M

8% less funds holding

Funds holding: 271248 (-23)

16% less capital invested

Capital invested by funds: $2.58B → $2.16B (-$423M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 61

Holders
248
Holders Change
-23
Holders Change %
-8.49%
% of All Funds
5.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
39
Increased
71
Reduced
87
Closed
61
Calls
$9.86M
Puts
$9.89M
Net Calls
-$29K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.06B +$677K +79,436 +0.1%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$229M +$25.4M +2,974,030 +12%
Renaissance Technologies
3
Renaissance Technologies
New York
$212M +$27.4M +3,213,600 +14%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$73M +$26.1M +3,064,934 +50%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$55.5M -$81.8M -9,588,425 -58%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$53M -$14.7M -1,724,890 -21%
F
7
Folketrygdfondet
Norway
$43.6M
WCA
8
Windsor Creek Advisors
Vermont
$35.2M +$2.13M +249,504 +126%
PPA
9
Parametric Portfolio Associates
Washington
$22.1M -$2.88M -338,265 -11%
Northern Trust
10
Northern Trust
Illinois
$22.1M -$1.23M -144,199 -5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$19.5M +$20.9M +2,448,000 New
Citadel Advisors
12
Citadel Advisors
Florida
$19.4M +$7.61M +892,572 +58%
CMG
13
Cavalry Management Group
California
$18.4M -$5.88M -689,194 -23%
Bank of America
14
Bank of America
North Carolina
$18M -$2.57M -301,891 -12%
1M
15
13D Management
New York
$16.9M +$823K +96,506 +5%
Morgan Stanley
16
Morgan Stanley
New York
$15M -$4.73M -554,371 -23%
CS
17
Credit Suisse
Switzerland
$14.9M +$15.5M +1,821,680 +3,658%
UBS Group
18
UBS Group
Switzerland
$13.5M -$243K -28,471 -2%
Goldman Sachs
19
Goldman Sachs
New York
$13.2M +$1.12M +131,216 +9%
TIM
20
Thornburg Investment Management
New Mexico
$11.1M +$11.8M +1,389,111 New
MCM
21
Masters Capital Management
Georgia
$7.98M -$8.53M -1,000,000 -50%
UM
22
Ulysses Management
New York
$7.83M -$853K -100,000 -9%
Wells Fargo
23
Wells Fargo
California
$7.73M +$252K +29,535 +3%
Ameriprise
24
Ameriprise
Minnesota
$6.91M -$186K -21,861 -2%
PI
25
PineBridge Investments
New York
$6.91M

ERIC Hedge Fund Activity: Q3 2019 in Review

248 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2019, worth a combined $2.16B — down 16% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ERIC and 39 opened new positions — a net loss of 22 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was Renaissance Technologies, adding an estimated $27.4M. The largest seller was Fidelity Investments, cutting an estimated $81.8M.

  • 248 institutional investors held Ericsson (ERIC) as of Q3 2019, down from 271 in Q2 2019.
  • Funds reported $2.16B of Ericsson stock for Q3 2019, down 16% quarter-over-quarter.
  • 39 funds opened new Ericsson positions in Q3 2019 and 61 closed out, a net change of -22 holders.
  • The largest Ericsson buyer in Q3 2019 was Renaissance Technologies, an estimated $27.4M added.
  • The largest Ericsson seller in Q3 2019 was Fidelity Investments, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2019.