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Ericsson

361 hedge funds and large institutions have $2.77B invested in Ericsson in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 361361 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.23% less ownership

Funds ownership: 9.53%8.3% (-1.2%)

15% less capital invested

Capital invested by funds: $3.28B → $2.77B (-$508M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $101M

Holders
361
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
108
Reduced
116
Closed
56
Calls
$60.1M
Puts
$101M
Net Calls
-$41.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.1B -$47.9M -4,380,120 -4%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$301M +$37.7M +3,444,302 +14%
Ameriprise
3
Ameriprise
Minnesota
$128M +$4.92M +450,431 +4%
F
4
Folketrygdfondet
Norway
$100M
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$88.8M +$49.8M +4,559,425 +126%
Optiver Holding
6
Optiver Holding
Netherlands
$72.4M +$49.8M +4,551,528 +222%
Renaissance Technologies
7
Renaissance Technologies
New York
$64.1M +$19.7M +1,806,100 +44%
CS
8
Credit Suisse
Switzerland
$49.7M -$10.6M -973,743 -18%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$44.8M +$1.16M +106,560 +3%
PPA
10
Parametric Portfolio Associates
Washington
$42.4M -$1.25M -113,978 -3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$42.2M +$34.8M +3,182,635 +475%
PCM
12
Penserra Capital Management
California
$31.9M -$1.93M -176,700 -6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$31.8M -$11.2M -1,024,299 -26%
Goldman Sachs
14
Goldman Sachs
New York
$30.7M -$2.56M -234,062 -8%
Millennium Management
15
Millennium Management
New York
$28.6M +$26.8M +2,450,424 +1,390%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$26.2M +$2.06M +188,500 +9%
Bank of America
17
Bank of America
North Carolina
$25.2M -$18.8M -1,718,150 -43%
TAM
18
Todd Asset Management
Kentucky
$23.8M -$363K -33,215 -1%
AII
19
AGF Investments Inc
Ontario, Canada
$22M
CMG
20
Cavalry Management Group
California
$21.7M -$6.99M -639,332 -24%
BAAM
21
Baker Avenue Asset Management
California
$21.4M +$286K +26,183 +1%
Morgan Stanley
22
Morgan Stanley
New York
$19.7M -$7.09M -648,615 -26%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$18M -$25.2M -2,305,174 -58%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$14.7M +$14.8M +1,353,241 New
Northern Trust
25
Northern Trust
Illinois
$14.7M +$246K +22,503 +2%

ERIC Hedge Fund Activity: Q4 2021 in Review

361 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2021, worth a combined $2.77B — down 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ERIC positions and 56 closed out — a net gain of 4 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $49.8M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $158M sold.

  • 361 institutional investors held Ericsson (ERIC) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.77B of Ericsson stock for Q4 2021, down 15% quarter-over-quarter.
  • 60 funds opened new Ericsson positions in Q4 2021 and 56 closed out, a net change of +4 holders.
  • The largest Ericsson buyer in Q4 2021 was Arrowstreet Capital, an estimated $49.8M added.
  • The largest Ericsson seller in Q4 2021 was MUFG Securities EMEA, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2021.