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Ericsson

371 hedge funds and large institutions have $3.68B invested in Ericsson in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more call options, than puts

Call options by funds: $118M | Put options by funds: $66.3M

61% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 94

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

8% more capital invested

Capital invested by funds: $3.42B → $3.68B (+$258M)

4% more funds holding

Funds holding: 358371 (+13)

0.26% less ownership

Funds ownership: 9.32%9.06% (-0.26%)

Holders
371
Holders Change
+13
Holders Change %
+3.63%
% of All Funds
6.51%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
59
Increased
151
Reduced
94
Closed
43
Calls
$118M
Puts
$66.3M
Net Calls
+$52M
Net Calls Change
+$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.49B -$107M -8,437,910 -7%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$370M -$23.2M -1,824,900 -6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$208M -$32.9M -2,587,332 -14%
F
4
Folketrygdfondet
Norway
$84.3M -$34.5M -2,707,017 -31%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$78.6M +$60.8K +4,774 +0.1%
Bank of America
6
Bank of America
North Carolina
$75.8M +$16.8M +1,319,643 +30%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$68.4M +$6.38M +501,468 +11%
Ameriprise
8
Ameriprise
Minnesota
$59.4M -$21.2M -1,667,584 -27%
CMG
9
Cavalry Management Group
California
$59.1M +$28.3M +2,219,787 +98%
PCM
10
Penserra Capital Management
California
$56.8M +$9.97M +782,788 +22%
Citadel Advisors
11
Citadel Advisors
Florida
$51.2M +$32M +2,512,429 +184%
PPA
12
Parametric Portfolio Associates
Washington
$51M +$2.2M +172,943 +5%
Renaissance Technologies
13
Renaissance Technologies
New York
$48.6M -$10M -785,300 -18%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$45.6M -$9.06M -711,407 -17%
Morgan Stanley
15
Morgan Stanley
New York
$39.2M -$15.7M -1,232,478 -29%
First Trust Advisors
16
First Trust Advisors
Illinois
$37.7M +$18.1M +1,418,984 +99%
Northern Trust
17
Northern Trust
Illinois
$34.6M +$959K +75,350 +3%
Goldman Sachs
18
Goldman Sachs
New York
$34.4M +$2.55M +200,203 +8%
BHC
19
Bowen Hanes & Co
Florida
$34M +$3.35M +263,280 +11%
PAM
20
Panagora Asset Management
Massachusetts
$33.6M +$9.66M +758,627 +42%
TAM
21
Todd Asset Management
Kentucky
$28.7M +$5.19M +407,631 +23%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$26.1M -$14.3M -1,122,485 -36%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$25M +$24.2M +1,897,700 New
BAAM
24
Baker Avenue Asset Management
California
$23.7M +$445K +34,957 +2%
AII
25
AGF Investments Inc
Ontario, Canada
$22.4M +$8.09M +635,438 +60%

ERIC Hedge Fund Activity: Q1 2021 in Review

371 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2021, worth a combined $3.68B — up 7.5% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ERIC positions and 43 closed out — a net gain of 16 holders — while 151 added to existing stakes and 94 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $32M. The largest seller was Primecap Management, cutting an estimated $107M.

  • 371 institutional investors held Ericsson (ERIC) as of Q1 2021, up from 358 in Q4 2020.
  • Funds reported $3.68B of Ericsson stock for Q1 2021, up 7.5% quarter-over-quarter.
  • 59 funds opened new Ericsson positions in Q1 2021 and 43 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q1 2021 was Citadel Advisors, an estimated $32M added.
  • The largest Ericsson seller in Q1 2021 was Primecap Management, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2021.