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Ericsson

378 hedge funds and large institutions have $3.59B invested in Ericsson in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

2% more funds holding

Funds holding: 371378 (+7)

0.23% more ownership

Funds ownership: 9.06%9.29% (+0.23%)

2% less capital invested

Capital invested by funds: $3.68B → $3.59B (-$89.7M)

8% less call options, than puts

Call options by funds: $84.7M | Put options by funds: $92.4M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
6.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
52
Increased
131
Reduced
114
Closed
41
Calls
$84.7M
Puts
$92.4M
Net Calls
-$7.68M
Net Calls Change
-$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.35B -$75.2M -5,620,115 -5%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$312M -$43.6M -3,254,587 -12%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$254M +$59.6M +4,452,997 +28%
American Century Companies
4
American Century Companies
Missouri
$133M +$141M +10,509,460 +13,844%
Ameriprise
5
Ameriprise
Minnesota
$109M +$55.6M +4,153,288 +92%
F
6
Folketrygdfondet
Norway
$95.6M +$20.5M +1,534,764 +25%
Bank of America
7
Bank of America
North Carolina
$71.7M -$618K -46,141 -0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$68.5M -$6.87M -513,514 -9%
Renaissance Technologies
9
Renaissance Technologies
New York
$57.7M +$12.1M +906,269 +25%
Morgan Stanley
10
Morgan Stanley
New York
$57M +$20.9M +1,562,564 +53%
PPA
11
Parametric Portfolio Associates
Washington
$51.2M +$2.71M +202,469 +5%
Millennium Management
12
Millennium Management
New York
$43.5M +$40.6M +3,034,207 +710%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$40.9M -$25.8M -1,929,176 -37%
PCM
14
Penserra Capital Management
California
$38.5M -$16.7M -1,247,621 -29%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$37.8M +$13.7M +1,025,281 +52%
BHC
16
Bowen Hanes & Co
Florida
$34.5M +$2.21M +164,920 +6%
Goldman Sachs
17
Goldman Sachs
New York
$33.5M +$779K +58,207 +2%
CMG
18
Cavalry Management Group
California
$32.8M -$25.1M -1,873,113 -42%
PAM
19
Panagora Asset Management
Massachusetts
$32M -$45.8K -3,422 -0.1%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$31.7M +$33.7M +2,517,135 New
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$29.1M +$20.4M +1,527,222 +194%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$28M -$16.4M -1,228,647 -36%
TAM
23
Todd Asset Management
Kentucky
$27.6M +$222K +16,581 +0.8%
Northern Trust
24
Northern Trust
Illinois
$26.9M -$6.51M -486,338 -19%
AII
25
AGF Investments Inc
Ontario, Canada
$25.5M +$4.35M +325,000 +19%

ERIC Hedge Fund Activity: Q2 2021 in Review

378 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2021, worth a combined $3.59B — down 2.4% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ERIC positions and 41 closed out — a net gain of 11 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was American Century Companies, adding an estimated $141M. The largest seller was Primecap Management, cutting an estimated $75.2M.

  • 378 institutional investors held Ericsson (ERIC) as of Q2 2021, up from 371 in Q1 2021.
  • Funds reported $3.59B of Ericsson stock for Q2 2021, down 2.4% quarter-over-quarter.
  • 52 funds opened new Ericsson positions in Q2 2021 and 41 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q2 2021 was American Century Companies, an estimated $141M added.
  • The largest Ericsson seller in Q2 2021 was Primecap Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q2 2021.