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Ericsson

358 hedge funds and large institutions have $3.42B invested in Ericsson in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

40% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 95

14% more funds holding

Funds holding: 315358 (+43)

7% more capital invested

Capital invested by funds: $3.2B → $3.42B (+$224M)

0.29% less ownership

Funds ownership: 9.61%9.32% (-0.29%)

12% less call options, than puts

Call options by funds: $58.5M | Put options by funds: $66.6M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
358
Holders Change
+43
Holders Change %
+13.65%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
76
Increased
133
Reduced
95
Closed
31
Calls
$58.5M
Puts
$66.6M
Net Calls
-$8.12M
Net Calls Change
+$9.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.45B -$30M -2,560,500 -2%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$357M +$8.48M +723,700 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$219M +$115M +9,805,602 +115%
F
4
Folketrygdfondet
Norway
$105M
Ameriprise
5
Ameriprise
Minnesota
$73.8M +$11.4M +969,628 +19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$71.1M -$106M -9,007,230 -60%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$55.9M +$36.1M +3,082,617 +193%
Renaissance Technologies
8
Renaissance Technologies
New York
$53.4M -$70.9M -6,052,000 -58%
Bank of America
9
Bank of America
North Carolina
$52.9M +$5.15M +439,859 +11%
Morgan Stanley
10
Morgan Stanley
New York
$50.2M +$12.6M +1,072,113 +34%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$49.8M
PPA
12
Parametric Portfolio Associates
Washington
$44.2M -$253K -21,611 -0.6%
PCM
13
Penserra Capital Management
California
$42.1M +$14.6M +1,246,395 +55%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$37M -$3.73M -318,519 -9%
CS
15
Credit Suisse
Switzerland
$34.4M -$13.9M -1,183,512 -29%
Northern Trust
16
Northern Trust
Illinois
$30.4M -$879K -75,035 -3%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$29.2M -$14.3M -1,224,293 -33%
Goldman Sachs
18
Goldman Sachs
New York
$28.7M -$3.93M -335,765 -12%
BHC
19
Bowen Hanes & Co
Florida
$27.7M +$3.44M +293,935 +15%
CMG
20
Cavalry Management Group
California
$27.1M -$22.4M -1,910,813 -46%
UBS Group
21
UBS Group
Switzerland
$24.5M +$1.56M +133,187 +7%
PAM
22
Panagora Asset Management
Massachusetts
$21.4M +$16.3M +1,391,626 +351%
TAM
23
Todd Asset Management
Kentucky
$21.1M +$671K +57,306 +3%
BAAM
24
Baker Avenue Asset Management
California
$21.1M +$182K +15,509 +0.9%
Jane Street
25
Jane Street
New York
$19.8M +$14.4M +1,231,798 +289%

ERIC Hedge Fund Activity: Q4 2020 in Review

358 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2020, worth a combined $3.42B — up 7% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ERIC positions and 31 closed out — a net gain of 45 holders — while 133 added to existing stakes and 95 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $106M.

  • 358 institutional investors held Ericsson (ERIC) as of Q4 2020, up from 315 in Q3 2020.
  • Funds reported $3.42B of Ericsson stock for Q4 2020, up 7% quarter-over-quarter.
  • 76 funds opened new Ericsson positions in Q4 2020 and 31 closed out, a net change of +45 holders.
  • The largest Ericsson buyer in Q4 2020 was Neuberger Berman Group, an estimated $115M added.
  • The largest Ericsson seller in Q4 2020 was Fidelity Investments, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.