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Ericsson

361 hedge funds and large institutions have $3.28B invested in Ericsson in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

0.24% more ownership

Funds ownership: 9.29%9.53% (+0.24%)

4% less funds holding

Funds holding: 378361 (-17)

9% less capital invested

Capital invested by funds: $3.59B → $3.28B (-$309M)

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 138

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

29% less call options, than puts

Call options by funds: $60.5M | Put options by funds: $85.8M

Holders
361
Holders Change
-17
Holders Change %
-4.5%
% of All Funds
6.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
106
Reduced
138
Closed
51
Calls
$60.5M
Puts
$85.8M
Net Calls
-$25.3M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.18B -$19.9M -1,685,110 -2%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$271M -$6.3M -533,400 -2%
MSE
3
MUFG Securities EMEA
United Kingdom
$158M +$165M +14,000,000 New
Ameriprise
4
Ameriprise
Minnesota
$127M +$31.7M +2,687,185 +31%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$123M -$110M -9,271,576 -46%
American Century Companies
6
American Century Companies
Missouri
$118M -$214K -18,124 -0.2%
F
7
Folketrygdfondet
Norway
$103M +$19M +1,607,154 +21%
CS
8
Credit Suisse
Switzerland
$62.1M +$56.5M +4,777,913 +623%
Renaissance Technologies
9
Renaissance Technologies
New York
$45.8M -$5.87M -497,169 -11%
Bank of America
10
Bank of America
North Carolina
$45.2M -$19.7M -1,665,968 -29%
PPA
11
Parametric Portfolio Associates
Washington
$45M -$629K -53,260 -1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$44.9M +$17.6M +1,493,448 +59%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$44.4M +$11.4M +961,126 +32%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$44.2M -$17.7M -1,496,755 -27%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$40.5M +$4.24M +359,284 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$40.4M +$36.5M +3,091,404 +603%
PCM
17
Penserra Capital Management
California
$34.8M +$568K +48,102 +2%
Goldman Sachs
18
Goldman Sachs
New York
$34.3M +$4.68M +396,475 +15%
BHC
19
Bowen Hanes & Co
Florida
$31.2M +$511K +43,285 +2%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$30M +$4.53M +383,545 +17%
CMG
21
Cavalry Management Group
California
$29.5M +$254K +21,540 +0.8%
Morgan Stanley
22
Morgan Stanley
New York
$27.6M -$24.5M -2,073,066 -46%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$25.5M +$26.9M +2,276,381 New
TAM
24
Todd Asset Management
Kentucky
$24.9M +$334K +28,296 +1%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$24.8M +$26.2M +2,217,500 New

ERIC Hedge Fund Activity: Q3 2021 in Review

361 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2021, worth a combined $3.28B — down 8.6% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of ERIC and 39 opened new positions — a net loss of 12 holders — while 138 trimmed existing stakes and 106 added.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $165M. The largest seller was Neuberger Berman Group, cutting an estimated $110M.

  • 361 institutional investors held Ericsson (ERIC) as of Q3 2021, down from 378 in Q2 2021.
  • Funds reported $3.28B of Ericsson stock for Q3 2021, down 8.6% quarter-over-quarter.
  • 39 funds opened new Ericsson positions in Q3 2021 and 51 closed out, a net change of -12 holders.
  • The largest Ericsson buyer in Q3 2021 was MUFG Securities EMEA, an estimated $165M added.
  • The largest Ericsson seller in Q3 2021 was Neuberger Berman Group, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.