TELEFONAKTIEBOLAGET LM ERICS ERIC
ADR B SEK 10 · ADR · CUSIP 294821608 · ISIN US2948216088
Swedish provider of communications technology and services
- SectorTechnology
- IndustryRadio & Tv Broadcasting & Communications Equipment
- HeadquartersStockholm, Sweden
- Founded1876
- Websiteericsson.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($25.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.76. Options: 9 managers hold calls ($12.7m notional), 9 hold puts ($11.9m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 300 |
| Q4 2022 | 297 |
| Q1 2023 | 271 |
| Q2 2023 | 250 |
| Q3 2023 | 237 |
| Q4 2023 | 250 |
| Q1 2024 | 238 |
| Q2 2024 | 247 |
| Q3 2024 | 267 |
| Q4 2024 | 318 |
| Q1 2025 | 325 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 100 | 140 |
| Q3 2023 | 101 | 124 |
| Q4 2023 | 109 | 118 |
| Q1 2024 | 120 | 116 |
| Q2 2024 | 134 | 98 |
| Q3 2024 | 152 | 96 |
| Q4 2024 | 188 | 88 |
| Q1 2025 | 153 | 147 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $15.6m | $12.9m | 0.83 |
| Q3 2024 | $16.2m | $18.3m | 1.13 |
| Q4 2024 | $13.5m | $15.0m | 1.11 |
| Q1 2025 | $12.7m | $11.9m | 0.93 |
Biggest buyers
| ABC ARBITRAGE SA | New | +3.1m |
| UBS Group AG | Added | +3.0m |
| CITADEL ADVISORS LLC | Added | +3.0m |
| BANK OF MONTREAL /CAN/ | Added | +2.7m |
| Optiver Holding B.V. | New | +2.0m |
| NORTHERN TRUST CORP | Added | +1.9m |
| JANE STREET GROUP, LLC | Added | +1.3m |
| Balyasny Asset Management L.P. | Added | +1.0m |
| HRT FINANCIAL LP | New | +836.9k |
| OLD MISSION CAPITAL LLC | Added | +783.8k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.8m |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -2.9m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -2.0m |
| Qube Research & Technologies Ltd | Reduced | -1.6m |
| DigitalBridge Group, Inc. | Reduced | -1.6m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -1.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.4m |
| JPMORGAN CHASE & CO | Reduced | -1.3m |
| FIL Ltd | Sold out | -1.0m |
| BANK OF AMERICA CORP /DE/ | Reduced | -884.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.8m741.6k shares |
| SIMPLEX TRADING, LLC | Added | $2.3m295.9k shares |
| Optiver Holding B.V. | Reduced | $2.2m283.3k shares |
| GROUP ONE TRADING LLC | Reduced | $1.4m178.9k shares |
| IMC-Chicago, LLC | Added | $741.1k95.5k shares |
| CITADEL ADVISORS LLC | Reduced | $235.1k30.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $128.4k16.5k shares |
| Walleye Trading LLC | New | $3.1k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.2m665.3k shares |
| Optiver Holding B.V. | Added | $4.3m556.9k shares |
| GROUP ONE TRADING LLC | Reduced | $867.6k111.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $535.0k69.0k shares |
| IMC-Chicago, LLC | Added | $408.2k52.6k shares |
| PEAK6 LLC | New | $388.0k50.0k shares |
| Walleye Trading LLC | New | $155.2k20.0k shares |
| CITADEL ADVISORS LLC | Reduced | $62.9k8.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
INVESTOR AB
13D · may seek influence
filed 2025-04-04
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Mr. Jacob Wallenberg, Chairman of the Board of Investor AB, was appointed as a member of the Board of Directors of the Issuer in June, 2011 and currently serves as Vice Chairman. Mr. Christian Cederholm, Chief Executive Officer and member of the Board of Directors of Investor AB, was appointed as a member of the Board of Directors of the Issuer in March, 2025. As directors of the Issuer, each of Mr. Wallenberg and Mr. Cederholm may have influence over the corporate activities of the Issuer, including activities that may relate to transactions or other matters specified in clauses (a) through (j) of Item 4 of Schedule 13D. As members of the Board of Directors of the Issuer, part of the director fees payable to Mr.… Full filing |
6.2% |
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.80% of their portfolio | 108.2m $839.4m | Reduced -2.0m |
| ACADIAN ASSET MANAGEMENT LLC 1.91% of their portfolio | 87.3m $677.5m | Added +482.7k |
| PRIMECAP MANAGEMENT CO/CA/ 0.29% of their portfolio | 45.8m $355.5m | Reduced -456.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.20% of their portfolio | 31.2m $242.0m | Reduced -1.4m |
| MORGAN STANLEY 0.01% of their portfolio | 13.7m $106.2m | Added +141.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.15% of their portfolio | 13.2m $102.3m | Reduced -429.0k |
| UBS Group AG 0.01% of their portfolio | 6.6m $51.5m | Added +3.0m |
| SEI INVESTMENTS CO 0.05% of their portfolio | 5.0m $39.0m | Added +212.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 4.8m $37.3m | Reduced -804.6k |
| DigitalBridge Group, Inc. 3.01% of their portfolio | 4.8m $37.0m | Reduced -1.6m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 4.7m $36.8m | Added +123.3k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 3.7m $29.0m | Added +3.0m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 3.7m $28.4m | Added +1.9m |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 3.2m $24.8m | Reduced -131.2k |
| ABC ARBITRAGE SA 4.49% of their portfolio | 3.1m $24.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 3.0m $22.9m | Reduced -3.8m |
| FMR LLC 0.00% of their portfolio | 2.9m $22.2m | Reduced -574.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 2.7m $21.0m | Added +2.7m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.6m $20.1m | Reduced -884.2k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 2.4m $18.5m | Added +1.3m |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 2.3m $18.2m | First filing |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 2.2m $17.4m | Reduced -226.1k |
| Optiver Holding B.V. 0.60% of their portfolio | 2.0m $15.6m | New |
| Trexquant Investment LP 0.15% of their portfolio | 1.7m $12.8m | Added +568.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 1.6m $12.6m | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.43% of their portfolio | 1.6m $12.4m | Reduced -663.8k |
| Squarepoint Ops LLC 0.02% of their portfolio | 1.3m $9.9m | Added +721.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 1.2m $9.6m | Reduced -22.1k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 1.1m $8.3m | Added +1.0m |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 1.0m $7.9m | Reduced -157.5k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.06% of their portfolio | 930.2k $7.2m | Added +43.9k |
| US BANCORP \DE\ 0.01% of their portfolio | 870.8k $6.8m | Reduced -97.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 869.1k $6.7m | Added +48.3k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 847.5k $6.6m | Added +104.5k |
| HRT FINANCIAL LP 0.05% of their portfolio | 836.9k $6.5m | New |
| BlackRock, Inc. 0.00% of their portfolio | 829.6k $6.4m | Added +560.8k |
| OLD MISSION CAPITAL LLC 0.12% of their portfolio | 801.8k $6.2m | Added +783.8k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 789.0k $6.1m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 787.9k $6.1m | Reduced -46.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 772.8k $6.0m | Reduced -3.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 737.0k $5.7m | Added +10.8k |
| Drum Hill Capital, LLC 6.51% of their portfolio | 725.4k $5.6m | Added +9.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 711.6k $5.5m | Added +329.2k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 686.9k $5.3m | Reduced -1.6m |
| Quantinno Capital Management LP 0.03% of their portfolio | 685.5k $5.3m | Added +93.4k |
| Turim 21 Investimentos Ltda. 1.40% of their portfolio | 670.0k $5.2m | Unchanged |
| Verition Fund Management LLC 0.03% of their portfolio | 664.8k $5.2m | Reduced -340.7k |
| Employees Retirement System of Texas 0.04% of their portfolio | 600.9k $4.7m | Unchanged |
| GATEWAY INVESTMENT ADVISERS LLC 0.05% of their portfolio | 590.7k $4.6m | Reduced -260.5k |
| LPL Financial LLC 0.00% of their portfolio | 552.2k $4.3m | Reduced -51.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 510.2k $4.0m | Reduced -1.3m |
| Amundi 0.00% of their portfolio | 498.9k $3.7m | Added +48.7k |
| QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio | 494.1k $3.8m | Reduced -20.4k |
| DENALI ADVISORS LLC 0.40% of their portfolio | 458.4k $3.6m | Reduced -1.3k |
| Engineers Gate Manager LP 0.06% of their portfolio | 457.5k $3.6m | Added +339.4k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 418.1k $3.2m | Added +78.0k |
| LEUTHOLD GROUP, LLC 0.41% of their portfolio | 404.2k $3.1m | Reduced -18.1k |
| Tower Research Capital LLC (TRC) 0.09% of their portfolio | 389.4k $3.0m | Added +339.9k |
| CWA Asset Management Group, LLC 0.14% of their portfolio | 373.7k $2.9m | Added +88.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 368.4k $2.9m | New |
| EARNEST PARTNERS LLC 0.01% of their portfolio | 361.4k $2.8m | Reduced -6.2k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.20% of their portfolio | 349.3k $2.7m | New |
| DIVERSIFIED TRUST CO 0.07% of their portfolio | 344.0k $2.7m | Unchanged |
| RITHOLTZ WEALTH MANAGEMENT 0.07% of their portfolio | 322.7k $2.5m | Reduced -40.3k |
| Dorsey Wright & Associates 0.58% of their portfolio | 294.5k $2.3m | Reduced -35.0k |
| Henry James International Management Inc. 0.77% of their portfolio | 291.0k $2.3m | Added +392 |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 289.6k $2.2m | Added +17.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 282.0k $2.2m | Added +29.8k |
| Ethic Inc. 0.04% of their portfolio | 274.6k $2.1m | Added +1.2k |
| Forum Financial Management, LP 0.04% of their portfolio | 274.6k $2.1m | Unchanged |
| Crossmark Global Holdings, Inc. 0.04% of their portfolio | 267.2k $2.1m | Added +199 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 254.2k $2.0m | Reduced -45.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 248.7k $1.9m | Reduced -49.2k |
| OPPENHEIMER & CO INC 0.03% of their portfolio | 238.7k $1.9m | Reduced -113.1k |
| Integrated Quantitative Investments LLC 0.87% of their portfolio | 227.7k $1.8m | New |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 209.8k $1.6m | Added +706 |
| SUMMIT SECURITIES GROUP LLC 1.11% of their portfolio | 206.9k $1.6m | Added +137.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 199.4k $1.5m | Added +9.4k |
| Boston Partners 0.00% of their portfolio | 191.0k $1.5m | Added +5.8k |
| Ashton Thomas Private Wealth, LLC 0.06% of their portfolio | 189.7k $1.5m | Reduced -182.3k |
| Vanguard Personalized Indexing Management, LLC 0.02% of their portfolio | 177.6k $1.4m | Reduced -1.5k |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 164.7k $1.3m | Reduced -11.3k |
| Caprock Group, LLC 0.04% of their portfolio | 158.2k $1.2m | Added +13.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 158.1k $1.2m | Added +1.3k |
| Vident Advisory, LLC 0.02% of their portfolio | 147.1k $1.1m | Added +30.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 140.0k $1.1m | Added +1.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 134.9k $1.0m | Added +9.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 131.9k $1.0m | Added +6.3k |
| Bayforest Capital Ltd 0.41% of their portfolio | 120.2k $932.6k | Added +15.3k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.07% of their portfolio | 119.0k $987.8k | Added +18.4k |
| SYON CAPITAL LLC 0.07% of their portfolio | 117.4k $910.7k | Added +25.9k |
| Mariner, LLC 0.00% of their portfolio | 114.9k $891.9k | Added +12.3k |
| COOKSON PEIRCE & CO INC 0.04% of their portfolio | 114.4k $888.0k | Added +14.2k |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 111.0k $878.0k | Added +56.6k |
| HighTower Advisors, LLC 0.00% of their portfolio | 111.0k $861.7k | Reduced -4.7k |
| TOWNSQUARE CAPITAL LLC 0.01% of their portfolio | 104.8k $813.1k | Added +14.5k |
| AdvisorShares Investments LLC 0.16% of their portfolio | 103.9k $809.4k | Added +32.2k |
| Legacy Wealth Asset Management, LLC 0.22% of their portfolio | 102.7k $797.1k | Reduced -4.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 102.2k $793.3k | Reduced -4.5k |
| CITIGROUP INC 0.00% of their portfolio | 102.2k $792.8k | Reduced -11.6k |