Ericsson
ERIC
270 hedge funds and large institutions have $2.5B invested in Ericsson in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 80 increasing their positions, 67 reducing their positions, and 38 closing their positions.
66% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 38
19% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 67
16% more capital invested
Capital invested by funds: $2.16B → $2.5B (+$341M)
9% more funds holding
Funds holding: 248 → 270 (+22)
0.55% more ownership
Funds ownership: 8% → 8.55% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
42% less call options, than puts
Call options by funds: $4.72M | Put options by funds: $8.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.1M |
| 4 |
Renaissance Technologies
New York
|
+$19.7M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$37.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$13.1M |
| 3 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
-$7.98M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.94M |
| 5 |
SM
Senvest Management
New York
|
-$5.19M |
ERIC Hedge Fund Activity: Q4 2019 in Review
270 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2019, worth a combined $2.5B — up 16% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ERIC positions and 38 closed out — a net gain of 25 holders — while 80 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.5M. The largest seller was Arrowstreet Capital, cutting an estimated $37.5M.
- 270 institutional investors held Ericsson (ERIC) as of Q4 2019, up from 248 in Q3 2019.
- Funds reported $2.5B of Ericsson stock for Q4 2019, up 16% quarter-over-quarter.
- 63 funds opened new Ericsson positions in Q4 2019 and 38 closed out, a net change of +25 holders.
- The largest Ericsson buyer in Q4 2019 was Morgan Stanley, an estimated $38.5M added.
- The largest Ericsson seller in Q4 2019 was Arrowstreet Capital, an estimated $37.5M sold.
Based on aggregated 13F filings for Q4 2019.