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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$396M -$88.3M -14,690,674 -18%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$295M +$52.6M +8,755,904 +21%
SC
3
SRB Corp
Massachusetts
$106M
Bank of New York Mellon
4
Bank of New York Mellon
New York
$104M +$2.57M +427,032 +2%
F
5
Folketrygdfondet
Norway
$73.4M +$3.34M +555,405 +5%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$69.2M +$14.3M +2,382,920 +25%
Renaissance Technologies
7
Renaissance Technologies
New York
$41.6M +$21.9M +3,647,000 +105%
Millennium Management
8
Millennium Management
New York
$39.4M +$40.1M +6,668,431 +9,052%
Ameriprise
9
Ameriprise
Minnesota
$36.1M -$25.9M -4,303,414 -41%
Morgan Stanley
10
Morgan Stanley
New York
$25.2M -$3.91M -650,702 -13%
Citadel Advisors
11
Citadel Advisors
Florida
$24.1M +$12M +1,998,834 +94%
PCM
12
Penserra Capital Management
California
$23M +$4.35M +724,571 +22%
WP
13
Woodline Partners
California
$17.2M +$17.7M +2,944,874 New
Goldman Sachs
14
Goldman Sachs
New York
$14.9M -$838K -139,419 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$14.5M -$5.22M -869,285 -26%
BlackRock
16
BlackRock
New York
$11.5M +$677K +112,570 +6%
Jane Street
17
Jane Street
New York
$11.5M +$7.92M +1,317,686 +205%
WMSA
18
Weiss Multi-Strategy Advisers
New York
$10.2M -$13.4M -2,228,257 -56%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$10.2M +$10.5M +1,740,131 New
Bank of America
20
Bank of America
North Carolina
$8.66M +$1.27M +212,084 +17%
UBS Group
21
UBS Group
Switzerland
$8.39M +$3.33M +554,161 +63%
CGH
22
Crossmark Global Holdings
Texas
$8.12M +$140K +23,317 +2%
DG
23
DigitalBridge Group
Florida
$7.66M +$675K +112,260 +9%
Optiver Holding
24
Optiver Holding
Netherlands
$7.64M +$5.41M +900,424 +221%
EIP
25
Easterly Investment Partners
Massachusetts
$7.57M +$3.9M +648,138 +100%

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.