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Ericsson

282 hedge funds and large institutions have $2.59B invested in Ericsson in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

13% more capital invested

Capital invested by funds: $2.29B → $2.59B (+$305M)

4% more funds holding

Funds holding: 271282 (+11)

0.13% less ownership

Funds ownership: 9.2%9.07% (-0.13%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $27.9M

Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
5.78%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
58
Increased
104
Reduced
73
Closed
45
Calls
$23.2M
Puts
$27.9M
Net Calls
-$4.73M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.17B -$26.9M -3,095,370 -2%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$270M +$2.26M +260,654 +0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$207M -$60.6M -6,977,971 -24%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$84.2M +$15.4M +1,772,026 +24%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82.2M -$33.5M -3,859,263 -30%
F
6
Folketrygdfondet
Norway
$72.8M +$9.69M +1,116,415 +17%
Ameriprise
7
Ameriprise
Minnesota
$52.3M +$2.89M +333,462 +6%
CMG
8
Cavalry Management Group
California
$39.6M +$7.97M +917,941 +27%
Citadel Advisors
9
Citadel Advisors
Florida
$38.8M +$12M +1,376,877 +49%
Bank of America
10
Bank of America
North Carolina
$37.2M -$3.37M -387,904 -9%
PPA
11
Parametric Portfolio Associates
Washington
$34.1M +$2.84M +327,282 +10%
Morgan Stanley
12
Morgan Stanley
New York
$26.9M +$15M +1,730,088 +149%
Northern Trust
13
Northern Trust
Illinois
$24.4M -$1.62M -186,362 -7%
CC
14
Carlson Capital
Texas
$23M +$21.5M +2,472,900 New
Goldman Sachs
15
Goldman Sachs
New York
$21.3M -$3.8M -437,470 -16%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$19.9M -$10.7M -1,228,699 -36%
BAAM
17
Baker Avenue Asset Management
California
$17M +$12.6M +1,454,452 +391%
PCM
18
Penserra Capital Management
California
$16M +$2.12M +244,028 +17%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$14.3M +$13.3M +1,537,696 New
UBS Group
20
UBS Group
Switzerland
$14M -$624K -71,876 -5%
BHC
21
Bowen Hanes & Co
Florida
$13.9M +$13M +1,500,000 New
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$13.4M -$13.1M -1,508,000 -51%
TAM
23
Todd Asset Management
Kentucky
$12.7M +$11.9M +1,368,987 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$12.6M +$5.23M +602,525 +81%
1M
25
13D Management
New York
$12.1M -$2M -230,214 -15%

ERIC Hedge Fund Activity: Q2 2020 in Review

282 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2020, worth a combined $2.59B — up 13% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ERIC positions and 45 closed out — a net gain of 13 holders — while 104 added to existing stakes and 73 trimmed.

The largest buyer was Carlson Capital, opening a new position worth an estimated $21.5M. The largest seller was Renaissance Technologies, cutting an estimated $60.6M.

  • 282 institutional investors held Ericsson (ERIC) as of Q2 2020, up from 271 in Q1 2020.
  • Funds reported $2.59B of Ericsson stock for Q2 2020, up 13% quarter-over-quarter.
  • 58 funds opened new Ericsson positions in Q2 2020 and 45 closed out, a net change of +13 holders.
  • The largest Ericsson buyer in Q2 2020 was Carlson Capital, an estimated $21.5M added.
  • The largest Ericsson seller in Q2 2020 was Renaissance Technologies, an estimated $60.6M sold.

Based on aggregated 13F filings for Q2 2020.