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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$835M +$29.8M +5,277,821 +4%
Primecap Management
2
Primecap Management
California
$271M -$26.7M -4,742,772 -9%
SPC
3
Slate Path Capital
New York
$93.6M +$95.7M +16,983,000 New
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$68.3M +$23.3M +4,139,710 +50%
Renaissance Technologies
5
Renaissance Technologies
New York
$53.3M +$41.4M +7,340,999 +314%
SC
6
SRB Corp
Massachusetts
$50M -$6.38M -1,131,000 -11%
Morgan Stanley
7
Morgan Stanley
New York
$34.8M -$545K -96,730 -2%
Voloridge Investment Management
8
Voloridge Investment Management
Florida
$23.5M +$11.9M +2,107,189 +98%
DG
9
DigitalBridge Group
Florida
$23.3M +$4.01M +712,174 +20%
Goldman Sachs
10
Goldman Sachs
New York
$21.8M +$4.73M +838,497 +27%
Bank of America
11
Bank of America
North Carolina
$10.2M +$1.61M +285,198 +18%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$10M +$175K +30,966 +2%
PCM
13
Penserra Capital Management
California
$9.19M +$18.8K +3,342 +0.2%
First Trust Advisors
14
First Trust Advisors
Illinois
$8.33M +$8.52M +1,510,959 New
Marshall Wace
15
Marshall Wace
United Kingdom
$7.51M +$7.68M +1,362,086 New
Northern Trust
16
Northern Trust
Illinois
$6.89M -$337K -59,705 -5%
Fidelity International
17
Fidelity International
Bermuda
$6.61M +$564K +100,000 +9%
BFM
18
Boothbay Fund Management
New York
$6.49M +$2.55M +451,892 +62%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$6.08M -$1.18M -209,500 -16%
Verition Fund Management
20
Verition Fund Management
Connecticut
$5.96M +$6.1M +1,082,365 New
JP Morgan Chase
21
JP Morgan Chase
New York
$5.9M +$5.45M +966,462 +927%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$4.1M +$3.91M +692,804 +1,349%
Federated Hermes
23
Federated Hermes
Pennsylvania
$4.05M +$4.15M +735,498 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$3.98M +$119K +21,106 +3%
T2I
25
Turim 21 Investimentos
Brazil
$3.69M

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.