Ericsson
ERIC
270 hedge funds and large institutions have $2.29B invested in Ericsson in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 80 reducing their positions, and 56 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
11% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 56
0% more funds holding
Funds holding: 270 → 270 (0)
0.06% less ownership
Funds ownership: 8.55% → 8.48% (-0.06%)
4% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 80
8% less capital invested
Capital invested by funds: $2.5B → $2.29B (-$211M)
32% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $18.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$27.6M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$24.9M |
| 3 |
Neuberger Berman Group
New York
|
+$24.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 5 |
F
Folketrygdfondet
Oslo Norway,
Norway
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$41.5M |
| 2 |
Primecap Management
Pasadena,
California
|
-$40.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17.3M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$16.9M |
ERIC Hedge Fund Activity: Q1 2020 in Review
270 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2020, worth a combined $2.29B — down 8.4% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ERIC positions and 56 closed out — a net gain of 6 holders — while 77 added to existing stakes and 80 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $27.6M. The largest seller was Morgan Stanley, cutting an estimated $41.5M.
- 270 institutional investors held Ericsson (ERIC) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $2.29B of Ericsson stock for Q1 2020, down 8.4% quarter-over-quarter.
- 62 funds opened new Ericsson positions in Q1 2020 and 56 closed out, a net change of +6 holders.
- The largest Ericsson buyer in Q1 2020 was Balyasny Asset Management, an estimated $27.6M added.
- The largest Ericsson seller in Q1 2020 was Morgan Stanley, an estimated $41.5M sold.
Based on aggregated 13F filings for Q1 2020.