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Ericsson

300 hedge funds and large institutions have $1.5B invested in Ericsson in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $19.5M

0.51% less ownership

Funds ownership: 9.13%8.62% (-0.51%)

5% less funds holding

Funds holding: 316300 (-16)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

25% less capital invested

Capital invested by funds: $2.01B → $1.5B (-$513M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
300
Holders Change
-16
Holders Change %
-5.06%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
82
Reduced
107
Closed
47
Calls
$41.8M
Puts
$19.5M
Net Calls
+$22.3M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$473M -$49.7M -6,936,556 -8%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$240M +$19.1M +2,661,130 +7%
SC
3
SRB Corp
Massachusetts
$104M +$24.3M +3,392,270 +23%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$99.4M +$24.3M +3,385,119 +24%
F
5
Folketrygdfondet
Norway
$69M +$17.9M +2,499,017 +26%
Ameriprise
6
Ameriprise
Minnesota
$60.2M -$8.8M -1,227,889 -10%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$54.4M +$38.9M +5,434,781 +135%
Morgan Stanley
8
Morgan Stanley
New York
$28.5M -$2.39M -334,118 -6%
CS
9
Credit Suisse
Switzerland
$28.2M +$8.98M +1,252,947 +34%
WMSA
10
Weiss Multi-Strategy Advisers
New York
$22.8M -$5.02M -700,241 -15%
CMG
11
Cavalry Management Group
California
$20.3M -$10.5M -1,467,552 -29%
Renaissance Technologies
12
Renaissance Technologies
New York
$20M +$5.51M +768,400 +28%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$19.2M -$2.95M -411,426 -11%
PCM
14
Penserra Capital Management
California
$18.5M -$1.65M -229,959 -7%
Two Sigma Investments
15
Two Sigma Investments
New York
$18.2M +$19M +2,648,615 +501%
Goldman Sachs
16
Goldman Sachs
New York
$15.5M -$5.05M -705,077 -21%
Citadel Advisors
17
Citadel Advisors
Florida
$12.2M +$9.15M +1,277,365 +150%
BlackRock
18
BlackRock
New York
$10.6M +$1.73M +240,896 +15%
American Century Companies
19
American Century Companies
Missouri
$8.47M +$393K +54,823 +4%
CSS
20
Cubist Systematic Strategies
Connecticut
$7.99M +$2.25M +314,157 +29%
CGH
21
Crossmark Global Holdings
Texas
$7.85M +$77.8K +10,853 +0.8%
Bank of America
22
Bank of America
North Carolina
$7.29M +$121K +16,943 +1%
DG
23
DigitalBridge Group
Florida
$6.88M +$1.93M +269,441 +29%
TIM
24
Thornburg Investment Management
New Mexico
$6.79M -$179K -25,011 -2%
Northern Trust
25
Northern Trust
Illinois
$6.78M -$1.16M -161,222 -12%

ERIC Hedge Fund Activity: Q3 2022 in Review

300 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2022, worth a combined $1.5B — down 25% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ERIC and 37 opened new positions — a net loss of 10 holders — while 107 trimmed existing stakes and 82 added.

The largest buyer was Arrowstreet Capital, adding an estimated $38.9M. The largest seller was Primecap Management, cutting an estimated $49.7M.

  • 300 institutional investors held Ericsson (ERIC) as of Q3 2022, down from 316 in Q2 2022.
  • Funds reported $1.5B of Ericsson stock for Q3 2022, down 25% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q3 2022 and 47 closed out, a net change of -10 holders.
  • The largest Ericsson buyer in Q3 2022 was Arrowstreet Capital, an estimated $38.9M added.
  • The largest Ericsson seller in Q3 2022 was Primecap Management, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2022.