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Ericsson

248 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$922M +$22.1M +4,351,420 +3%
Primecap Management
2
Primecap Management
California
$340M -$4.78M -942,100 -2%
SC
3
SRB Corp
Massachusetts
$64.3M -$39.7M -7,825,662 -43%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$52M +$32.9M +6,492,710 +370%
Morgan Stanley
5
Morgan Stanley
New York
$40.4M +$8.01M +1,579,997 +33%
DG
6
DigitalBridge Group
Florida
$22.2M +$7.3M +1,440,182 +69%
Goldman Sachs
7
Goldman Sachs
New York
$19.6M -$2.95M -582,095 -16%
Citadel Advisors
8
Citadel Advisors
Florida
$17.4M +$14M +2,760,174 New
Renaissance Technologies
9
Renaissance Technologies
New York
$14.7M +$5.07M +1,000,001 +75%
Voloridge Investment Management
10
Voloridge Investment Management
Florida
$13.5M +$2.74M +540,022 +34%
AllianceBernstein
11
AllianceBernstein
Tennessee
$13.4M +$10.8M +2,124,158 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$11.3M -$3.57M -704,301 -28%
PCM
13
Penserra Capital Management
California
$10.5M -$466K -91,844 -5%
ECM
14
ExodusPoint Capital Management
New York
$9.86M +$3.28M +646,209 +70%
Bank of America
15
Bank of America
North Carolina
$9.84M -$1.54M -303,553 -16%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$8.28M -$24.2M -4,766,163 -78%
Northern Trust
17
Northern Trust
Illinois
$8.25M +$453K +89,443 +7%
Fidelity International
18
Fidelity International
Bermuda
$6.93M +$5.58M +1,100,000 New
Jane Street
19
Jane Street
New York
$5.93M +$2.47M +486,567 +107%
OC
20
Oppenheimer & Co
New York
$5.27M +$4.15M +819,083 +4,904%
American Century Companies
21
American Century Companies
Missouri
$5.09M +$630K +124,194 +18%
BFM
22
Boothbay Fund Management
New York
$4.58M +$785K +154,885 +27%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$4.42M +$354K +69,922 +11%
Millennium Management
24
Millennium Management
New York
$4.34M +$3.12M +616,407 +848%
T2I
25
Turim 21 Investimentos
Brazil
$4.22M

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.