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Ericsson

266 hedge funds and large institutions have $2.14B invested in Ericsson in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

60% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 65

14% more capital invested

Capital invested by funds: $1.87B → $2.14B (+$271M)

8% more funds holding

Funds holding: 246266 (+20)

0.27% more ownership

Funds ownership: 9.84%10.11% (+0.27%)

12% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $18.3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+20
Holders Change %
+8.13%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
50
Increased
104
Reduced
65
Closed
30
Calls
$16.2M
Puts
$18.3M
Net Calls
-$2.16M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$883M -$251M -35,859,689 -24%
Primecap Management
2
Primecap Management
California
$362M -$3.43M -490,500 -1%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$317M +$279M +39,947,364 +2,074%
Morgan Stanley
4
Morgan Stanley
New York
$60.3M +$1.04M +148,463 +2%
Goldman Sachs
5
Goldman Sachs
New York
$40.6M +$6.87M +982,421 +22%
DG
6
DigitalBridge Group
Florida
$37.6M -$443K -63,263 -1%
Bank of America
7
Bank of America
North Carolina
$27.6M +$6.03M +861,491 +31%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$24.4M +$127M +18,184,953 +126%
SEI Investments
9
SEI Investments
Pennsylvania
$23.5M +$19.6M +2,802,168 +931%
Renaissance Technologies
10
Renaissance Technologies
New York
$20.6M -$6.65M -951,139 -26%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$20.4M +$18.8M +2,684,978 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$18.3M +$3.24M +463,415 +24%
Fidelity International
13
Fidelity International
Bermuda
$16.3M +$4.2M +600,000 +39%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$15.4M +$14.1M +2,020,200 +17,267%
Millennium Management
15
Millennium Management
New York
$15.3M +$10.8M +1,546,332 +329%
BFM
16
Boothbay Fund Management
New York
$14.2M +$3.66M +522,562 +39%
JF
17
Jump Financial
Illinois
$10.8M +$6.42M +917,370 +181%
Northern Trust
18
Northern Trust
Illinois
$9.49M -$134K -19,206 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.77M -$17.4M -2,484,957 -68%
Verition Fund Management
20
Verition Fund Management
Connecticut
$8.66M +$513K +73,320 +7%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$8.56M +$721K +103,088 +10%
GIA
22
Gateway Investment Advisers
Ohio
$6.5M +$1.59M +226,672 +36%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.48M +$5.98M +854,582 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$6.36M +$5.87M +838,339 New
First Trust Advisors
25
First Trust Advisors
Illinois
$6.01M -$962K -137,443 -15%

ERIC Hedge Fund Activity: Q3 2024 in Review

266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2024, worth a combined $2.14B — up 14% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ERIC positions and 30 closed out — a net gain of 20 holders — while 104 added to existing stakes and 65 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $279M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $251M.

  • 266 institutional investors held Ericsson (ERIC) as of Q3 2024, up from 246 in Q2 2024.
  • Funds reported $2.14B of Ericsson stock for Q3 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Ericsson positions in Q3 2024 and 30 closed out, a net change of +20 holders.
  • The largest Ericsson buyer in Q3 2024 was Acadian Asset Management, an estimated $279M added.
  • The largest Ericsson seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2024.