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Ericsson

270 hedge funds and large institutions have $1.48B invested in Ericsson in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 83

0.39% less ownership

Funds ownership: 8.67%8.28% (-0.39%)

4% less capital invested

Capital invested by funds: $1.55B → $1.48B (-$67.6M)

9% less funds holding

Funds holding: 297270 (-27)

28% less call options, than puts

Call options by funds: $15M | Put options by funds: $20.8M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 55

Holders
270
Holders Change
-27
Holders Change %
-9.09%
% of All Funds
4.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
85
Reduced
83
Closed
55
Calls
$15M
Puts
$20.8M
Net Calls
-$5.83M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$454M +$155M +27,123,300 +54%
Primecap Management
2
Primecap Management
California
$341M -$53.7M -9,409,330 -14%
SC
3
SRB Corp
Massachusetts
$106M
Bank of New York Mellon
4
Bank of New York Mellon
New York
$103M -$262K -45,918 -0.3%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$62.9M -$6.34M -1,111,334 -9%
Renaissance Technologies
6
Renaissance Technologies
New York
$58.9M +$16.8M +2,944,600 +41%
Morgan Stanley
7
Morgan Stanley
New York
$34.6M +$9.14M +1,603,216 +37%
Ameriprise
8
Ameriprise
Minnesota
$29.4M -$6.63M -1,162,624 -19%
Voloridge Investment Management
9
Voloridge Investment Management
Florida
$26M +$15.5M +2,709,800 +156%
CS
10
Credit Suisse
Switzerland
$24M +$20.4M +3,575,945 +670%
PCM
11
Penserra Capital Management
California
$21.8M -$1.28M -223,681 -6%
Goldman Sachs
12
Goldman Sachs
New York
$16.7M +$1.75M +306,487 +12%
SCM
13
Segantii Capital Management
Hong Kong
$11.9M +$11.6M +2,040,000 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$9.88M -$4.49M -786,790 -32%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$8.67M +$2.86M +501,162 +51%
CGH
16
Crossmark Global Holdings
Texas
$8.45M +$308K +54,043 +4%
DG
17
DigitalBridge Group
Florida
$8.43M +$741K +129,923 +10%
Optiver Holding
18
Optiver Holding
Netherlands
$7.84M +$179K +31,377 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$7.68M +$2.75M +482,811 +58%
UBS Group
20
UBS Group
Switzerland
$7.17M -$1.2M -210,368 -15%
First Trust Advisors
21
First Trust Advisors
Illinois
$7.03M +$1.26M +221,494 +23%
Bank of America
22
Bank of America
North Carolina
$6.46M -$2.16M -378,721 -26%
Northern Trust
23
Northern Trust
Illinois
$5.83M -$315K -55,286 -5%
ECM
24
Evergreen Capital Management
Washington
$5.57M +$5.44M +952,990 New
Two Sigma Investments
25
Two Sigma Investments
New York
$5.18M -$259K -45,429 -5%

ERIC Hedge Fund Activity: Q1 2023 in Review

270 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2023, worth a combined $1.48B — down 4.4% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of ERIC and 32 opened new positions — a net loss of 23 holders — while 83 trimmed existing stakes and 85 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $155M. The largest seller was Folketrygdfondet, exiting entirely with an estimated $73.4M sold.

  • 270 institutional investors held Ericsson (ERIC) as of Q1 2023, down from 297 in Q4 2022.
  • Funds reported $1.48B of Ericsson stock for Q1 2023, down 4.4% quarter-over-quarter.
  • 32 funds opened new Ericsson positions in Q1 2023 and 55 closed out, a net change of -23 holders.
  • The largest Ericsson buyer in Q1 2023 was Hotchkis & Wiley Capital Management, an estimated $155M added.
  • The largest Ericsson seller in Q1 2023 was Folketrygdfondet, an estimated $73.4M sold.

Based on aggregated 13F filings for Q1 2023.