Also trades as: ERIC-B.ST (STO) · $vol 83M · ERIXF (OTC) · $vol 2M · ERIC-A.ST (STO) · $vol 0M · ERCB.DE (XETRA) · $vol 0M · ERIBR.HE (HEL) · $vol 0M · ERCG.DE (XETRA) · $vol 0M
ERIC Institutional Ownership
Telefonaktiebolaget LM Ericsson (publ)
1W: -0.8%
1M: -7.5%
3M: -14.7%
YTD: -2.2%
1Y: +11.4%
3Y: +111.6%
5Y: -5.0%
$9.29
+0.07 (+0.81%)
Weekly Expected Move ±4.2%
$9
$9
$9
$10
$10
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — ERIC
444
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
70
New Positions
152
Increased
162
Reduced
50
Closed
1.11
Put/Call Ratio
Ownership Trends
Top Institutional Holders (468 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 68,701,573 | $638M | -13,560,554 | -16.5% | 49Q | SEC ↗ |
| 2 | ACADIAN ASSET MANAGEMENT LLC | 62,033,988 | $576M | -2,782,117 | -4.3% | 9Q | SEC ↗ |
| 3 | PRIMECAP MANAGEMENT CO/CA | 41,613,613 | $387M | +4,109,600 | +11.0% | 15Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 15,278,177 | $142M | +7,822,489 | +104.9% | 15Q | SEC ↗ |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 15,176,534 | $141M | +1,470,065 | +10.7% | 32Q | SEC ↗ |
| 6 | MORGAN STANLEY | 13,165,152 | $122M | +3,923,577 | +42.5% | 60Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 8,135,835 | $76M | +1,368,201 | +20.2% | 15Q | SEC ↗ |
| 8 | UBS Group AG | 6,063,933 | $56M | +4,715,924 | +349.8% | 47Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 5,209,245 | $48M | +1,238,789 | +31.2% | 16Q | SEC ↗ |
| 10 | SEI INVESTMENTS CO | 5,168,852 | $48M | -166,093 | -3.1% | 15Q | SEC ↗ |
| 11 | FMR LLC | 5,051,269 | $47M | +89,762 | +1.8% | 95Q | SEC ↗ |
| 12 | LAZARD ASSET MANAGEMENT LLC | 4,494,701 | $42M | +595,826 | +15.3% | 8Q | SEC ↗ |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 4,077,200 | $38M | -5,002,200 | -55.1% | 33Q | SEC ↗ |
| 14 | NEW YORK STATE COMMON RETIREMENT FUND | 3,111,853 | $29M | +9,845 | +0.3% | 8Q | SEC ↗ |
| 15 | CITIGROUP INC | 2,877,998 | $27M | +19,544 | +0.7% | 95Q | SEC ↗ |
| 16 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,708,417 | $25M | +68,066 | +2.6% | 9Q | SEC ↗ |
| 17 | BlackRock, Inc. | 2,706,784 | $25M | +1,571,627 | +138.5% | 8Q | SEC ↗ |
| 18 | AMERICAN CENTURY COMPANIES INC | 2,641,673 | $25M | +269,612 | +11.4% | 15Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 2,213,652 | $21M | +1,848,603 | +506.4% | 95Q | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 1,938,139 | $18M | +17,919 | +0.9% | 16Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 1,907,816 | $18M | -107,075 | -5.3% | 95Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 1,851,101 | $17M | -555,978 | -23.1% | 26Q | SEC ↗ |
| 23 | MARSHALL WACE, LLP | 1,812,218 | $17M | +520,645 | +40.3% | 2Q | SEC ↗ |
| 24 | FIRST TRUST ADVISORS LP | 1,503,984 | $14M | +539,624 | +56.0% | 10Q | SEC ↗ |
| 25 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 1,418,076 | $13M | — | +0.0% | 8Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 1,250,507 | $12M | +272,423 | +27.9% | 79Q | SEC ↗ |
| 27 | Quantinno Capital Management LP | 1,154,433 | $11M | +49,091 | +4.4% | 9Q | SEC ↗ |
| 28 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,153,868 | $11M | +168,906 | +17.1% | 17Q | SEC ↗ |
| 29 | D. E. Shaw & Co., Inc. | 1,024,396 | $10M | -1,100 | -0.1% | 2Q | SEC ↗ |
| 30 | CAPITAL FUND MANAGEMENT S.A. | 994,178 | $9M | +317,040 | +46.8% | 7Q | SEC ↗ |
| 31 | LPL Financial LLC | 925,304 | $9M | +127,857 | +16.0% | 31Q | SEC ↗ |
| 32 | Penserra Capital Management LLC | 914,801 | $8M | -24,291 | -2.6% | 5Q | SEC ↗ |
| 33 | Defiance ETFs, LLC | 914,801 | $8M | -24,291 | -2.6% | 3Q | SEC ↗ |
| 34 | US BANCORP \DE | 805,802 | $7M | -71,265 | -8.1% | 95Q | SEC ↗ |
| 35 | BNP PARIBAS ASSET MANAGEMENT Holding S | 801,508 | $7M | +480,597 | +149.8% | 3Q | SEC ↗ |
| 36 | LEUTHOLD GROUP, LLC | 767,612 | $7M | -43,826 | -5.4% | 7Q | SEC ↗ |
| 37 | TWO SIGMA INVESTMENTS, LP | 671,181 | $6M | -212,719 | -24.1% | 2Q | SEC ↗ |
| 38 | Qube Research & Technologies Ltd NEW | 668,388 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 39 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 636,954 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 40 | MILLENNIUM MANAGEMENT LLC | 622,693 | $6M | +460,707 | +284.4% | 9Q | SEC ↗ |
| 41 | BARCLAYS PLC | 586,607 | $5M | +222,486 | +61.1% | 4Q | SEC ↗ |
| 42 | BNP PARIBAS FINANCIAL MARKETS | 585,028 | $5M | -237,315 | -28.9% | 57Q | SEC ↗ |
| 43 | XTX Topco Ltd NEW | 564,480 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 562,771 | $5M | +55,159 | +10.9% | 15Q | SEC ↗ |
| 45 | Sixth Street Partners Management Compa NEW | 562,771 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 46 | AZZAD ASSET MANAGEMENT INC /ADV | 543,430 | $5M | +15,328 | +2.9% | 6Q | SEC ↗ |
| 47 | DIMENSIONAL FUND ADVISORS LP | 520,054 | $5M | -118,991 | -18.6% | 86Q | SEC ↗ |
| 48 | Vestmark Advisory Solutions, Inc. | 514,065 | $5M | -68,947 | -11.8% | 5Q | SEC ↗ |
| 49 | RITHOLTZ WEALTH MANAGEMENT | 491,224 | $5M | +45,873 | +10.3% | 16Q | SEC ↗ |
| 50 | AQR CAPITAL MANAGEMENT LLC | 480,026 | $4M | +130,056 | +37.2% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Qube Research & Technologies Ltd | 668,388 | $6M |
| XTX Topco Ltd | 564,480 | $5M |
| Sixth Street Partners Management Co | 562,771 | $5M |
| DV EQUITIES, LLC | 369,959 | $3M |
| MACKENZIE FINANCIAL CORP | 313,941 | $3M |
| Twin Tree Management, LP | 237,581 | $2M |
| Mirae Asset Global Investments Co., | 163,748 | $2M |
| Curated Wealth Partners LLC | 150,023 | $1M |
| Dorsey Wright & Associates | 146,823 | $1M |
| OneAscent Investment Solutions LLC | 105,984 | $985K |
| PEAK6 LLC | 96,939 | $901K |
| Entropy Technologies, LP | 93,083 | $865K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 92,642 | $861K |
| Headlands Technologies LLC | 90,475 | $841K |
| Greenland Capital Management LP | 89,272 | $829K |
| AdvisorShares Investments LLC | 88,496 | $822K |
| Virtu Financial LLC | 79,764 | $741K |
| Havemeyer Place LP | 74,560 | $693K |
| Global Retirement Partners, LLC | 61,373 | $570K |
| STIFEL FINANCIAL CORP | 57,985 | $539K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ABC ARBITRAGE SA | 2,333,866 | $22M |
| WELLINGTON MANAGEMENT GROUP LLP | 1,983,261 | $18M |
| VAN ECK ASSOCIATES CORP | 1,399,517 | $13M |
| HRT FINANCIAL LP | 1,339,481 | $12M |
| Balyasny Asset Management L.P. | 1,111,485 | $10M |
| CITADEL ADVISORS LLC | 1,070,200 | $10M |
| Turim 21 Investimentos Ltda. | 670,000 | $6M |
| Jump Financial, LLC | 639,805 | $6M |
| Forum Financial Management, LP | 326,980 | $3M |
| Man Group plc | 282,376 | $3M |
| Quadrature Capital Ltd | 119,752 | $1M |
| ExodusPoint Capital Management, LP | 116,906 | $1M |
| FOX RUN MANAGEMENT, L.L.C. | 90,191 | $838K |
| O'Neil Global Advisors, Inc. | 88,096 | $818K |
| Walleye Trading LLC | 69,232 | $643K |
| SHELTON CAPITAL MANAGEMENT | 68,807 | $639K |
| TWO SIGMA SECURITIES, LLC | 54,372 | $505K |
| Advisors Preferred, LLC | 43,709 | $406K |
| Verition Fund Management LLC | 40,699 | $378K |
| Lester Murray Antman dba SimplyRich | 37,617 | $349K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +7,822,489 | +104.9% | 15,278,177 |
| UBS Group AG | +4,715,924 | +349.8% | 6,063,933 |
| PRIMECAP MANAGEMENT CO/CA | +4,109,600 | +11.0% | 41,613,613 |
| MORGAN STANLEY | +3,923,577 | +42.5% | 13,165,152 |
| JPMORGAN CHASE & CO | +1,848,603 | +506.4% | 2,213,652 |
| BlackRock, Inc. | +1,571,627 | +138.5% | 2,706,784 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +1,470,065 | +10.7% | 15,176,534 |
| BANK OF AMERICA CORP /DE | +1,368,201 | +20.2% | 8,135,835 |
| AMERIPRISE FINANCIAL INC | +1,238,789 | +31.2% | 5,209,245 |
| LAZARD ASSET MANAGEMENT LLC | +595,826 | +15.3% | 4,494,701 |
| FIRST TRUST ADVISORS LP | +539,624 | +56.0% | 1,503,984 |
| MARSHALL WACE, LLP | +520,645 | +40.3% | 1,812,218 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +480,597 | +149.8% | 801,508 |
| MILLENNIUM MANAGEMENT LLC | +460,707 | +284.4% | 622,693 |
| CAPITAL FUND MANAGEMENT S.A. | +317,040 | +46.8% | 994,178 |
| LSV ASSET MANAGEMENT | +304,531 | +213.9% | 446,931 |
| ENVESTNET ASSET MANAGEMENT INC | +272,423 | +27.9% | 1,250,507 |
| Nuveen, LLC | +269,949 | +2260.3% | 281,892 |
| AMERICAN CENTURY COMPANIES INC | +269,612 | +11.4% | 2,641,673 |
| Tower Research Capital LLC (TRC) | +265,970 | +379.3% | 336,086 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -13,560,554 | -16.5% | 68,701,573 |
| RENAISSANCE TECHNOLOGIES LLC | -5,002,200 | -55.1% | 4,077,200 |
| ACADIAN ASSET MANAGEMENT LLC | -2,782,117 | -4.3% | 62,033,988 |
| HSBC HOLDINGS PLC | -565,726 | -100.0% | 34 |
| JANE STREET GROUP, LLC | -555,978 | -23.1% | 1,851,101 |
| Drum Hill Capital, LLC | -437,853 | -65.6% | 229,098 |
| PANAGORA ASSET MANAGEMENT INC | -333,810 | -90.5% | 35,001 |
| BNP PARIBAS FINANCIAL MARKETS | -237,315 | -28.9% | 585,028 |
| TWO SIGMA INVESTMENTS, LP | -212,719 | -24.1% | 671,181 |
| Grantham, Mayo, Van Otterloo & Co. | -188,171 | -43.2% | 246,951 |
| Connor, Clark & Lunn Investment Man | -173,918 | -53.1% | 153,846 |
| SEI INVESTMENTS CO | -166,093 | -3.1% | 5,168,852 |
| denkapparat Operations GmbH | -152,560 | -68.6% | 69,902 |
| DIMENSIONAL FUND ADVISORS LP | -118,991 | -18.6% | 520,054 |
| NORTHERN TRUST CORP | -107,075 | -5.3% | 1,907,816 |
| XY Capital Ltd | -103,185 | -87.7% | 14,431 |
| US BANCORP \DE | -71,265 | -8.1% | 805,802 |
| Vestmark Advisory Solutions, Inc. | -68,947 | -11.8% | 514,065 |
| Bridgewater Associates, LP | -67,582 | -61.1% | 43,024 |
| Integrated Quantitative Investments | -49,836 | -19.1% | 210,984 |