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 ($40.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $8.48. Options: 10 managers hold calls ($16.0m notional), 11 hold puts ($12.8m).
Trends to Q2 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 |
| Q2 2025 | 357 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 187 | 133 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $16.2m | $18.3m | 1.13 |
| Q4 2024 | $13.5m | $15.0m | 1.11 |
| Q1 2025 | $12.7m | $11.9m | 0.93 |
| Q2 2025 | $16.0m | $12.8m | 0.80 |
Biggest buyers
| RENAISSANCE TECHNOLOGIES LLC | Added | +8.4m |
| Optiver Holding B.V. | Added | +6.0m |
| Cubist Systematic Strategies, LLC | New | +3.4m |
| Qube Research & Technologies Ltd | Added | +3.3m |
| UBS Group AG | Added | +3.0m |
| JPMORGAN CHASE & CO | Added | +3.0m |
| MORGAN STANLEY | Added | +2.3m |
| GOLDMAN SACHS GROUP INC | Added | +2.2m |
| Jump Financial, LLC | New | +2.1m |
| ABC ARBITRAGE SA | Added | +2.0m |
Biggest sellers
| PRIMECAP MANAGEMENT CO/CA/ | Reduced | -19.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -15.2m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -11.1m |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -6.3m |
| JANE STREET GROUP, LLC | Reduced | -1.9m |
| NORTHERN TRUST CORP | Reduced | -1.8m |
| Squarepoint Ops LLC | Sold out | -1.3m |
| Trexquant Investment LP | Reduced | -1.0m |
| Balyasny Asset Management L.P. | Reduced | -986.5k |
| DigitalBridge Group, Inc. | Reduced | -875.3k |
Biggest calls
| Optiver Holding B.V. | Added | $4.9m576.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.0m470.3k shares |
| GROUP ONE TRADING LLC | Added | $2.2m255.7k shares |
| PEAK6 LLC | New | $1.6m185.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m156.3k shares |
| CITADEL ADVISORS LLC | Added | $1.2m141.0k shares |
| IMC-Chicago, LLC | Reduced | $531.7k62.7k shares |
| JANE STREET GROUP, LLC | New | $354.5k41.8k shares |
| Walleye Trading LLC | Added | $19.5k2.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Optiver Holding B.V. | Added | $6.4m757.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.0m351.6k shares |
| GROUP ONE TRADING LLC | Reduced | $904.0k106.6k shares |
| PEAK6 LLC | Added | $848.0k100.0k shares |
| SIMPLEX TRADING, LLC | Added | $646.0k76.2k shares |
| IMC-Chicago, LLC | Reduced | $404.5k47.7k shares |
| UBS Group AG | New | $195.0k23.0k shares |
| Walleye Trading LLC | Added | $176.4k20.8k shares |
| JANE STREET GROUP, LLC | New | $162.0k19.1k shares |
| CITADEL ADVISORS LLC | Added | $95.8k11.3k 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 Q2 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 Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.67% of their portfolio | 97.0m $822.8m | Reduced -11.1m |
| ACADIAN ASSET MANAGEMENT LLC 1.42% of their portfolio | 81.0m $687.2m | Reduced -6.3m |
| PRIMECAP MANAGEMENT CO/CA/ 0.18% of their portfolio | 26.5m $224.7m | Reduced -19.3m |
| RENAISSANCE TECHNOLOGIES LLC 0.24% of their portfolio | 21.6m $183.0m | Added +8.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio | 16.0m $135.5m | Reduced -15.2m |
| MORGAN STANLEY 0.01% of their portfolio | 16.0m $135.3m | Added +2.3m |
| UBS Group AG 0.02% of their portfolio | 9.7m $81.9m | Added +3.0m |
| Optiver Holding B.V. 1.84% of their portfolio | 8.0m $68.3m | Added +6.0m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 7.0m $59.3m | Added +2.2m |
| ABC ARBITRAGE SA 4.96% of their portfolio | 5.1m $43.4m | Added +2.0m |
| SEI INVESTMENTS CO 0.05% of their portfolio | 5.0m $42.5m | Reduced -14.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 4.2m $35.6m | Reduced -541.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 4.1m $34.4m | Added +1.1m |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 4.0m $33.5m | Added +3.3m |
| DigitalBridge Group, Inc. 3.31% of their portfolio | 3.9m $33.0m | Reduced -875.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.5m $29.9m | Added +3.0m |
| Cubist Systematic Strategies, LLC 0.31% of their portfolio | 3.4m $28.5m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 3.4m $28.4m | Added +1.0m |
| FMR LLC 0.00% of their portfolio | 3.2m $27.3m | Added +362.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.1m $26.4m | Added +529.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 3.1m $26.2m | Reduced -651.7k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 2.8m $23.4m | Reduced -413.2k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 2.3m $19.2m | Added +21.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 2.1m $17.6m | Reduced -628.5k |
| Jump Financial, LLC 0.21% of their portfolio | 2.1m $17.5m | New |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 1.9m $15.7m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $15.6m | Reduced -1.8m |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio | 1.4m $11.7m | Reduced -252.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 1.3m $11.1m | Added +69.8k |
| Tower Research Capital LLC (TRC) 0.29% of their portfolio | 1.3m $10.9m | Added +892.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 1.3m $10.8m | Added +255.2k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 1.2m $10.5m | Added +824.3k |
| Penserra Capital Management LLC 0.15% of their portfolio | 1.2m $10.4m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.32% of their portfolio | 1.2m $10.4m | Reduced -366.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 988.7k $8.4m | Added +119.6k |
| US BANCORP \DE\ 0.01% of their portfolio | 932.2k $7.9m | Added +61.5k |
| SUMMIT SECURITIES GROUP LLC 2.81% of their portfolio | 924.8k $7.8m | Added +717.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.09% of their portfolio | 924.4k $7.8m | Added +212.9k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 899.1k $7.6m | Added +51.6k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.05% of their portfolio | 886.4k $7.5m | Reduced -43.8k |
| Verition Fund Management LLC 0.04% of their portfolio | 845.2k $7.2m | Added +180.4k |
| Quantinno Capital Management LP 0.03% of their portfolio | 826.5k $7.0m | Added +141.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 815.8k $6.9m | Added +27.9k |
| LPL Financial LLC 0.00% of their portfolio | 775.4k $6.6m | Added +223.2k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 759.9k $6.4m | Reduced -29.1k |
| BlackRock, Inc. 0.00% of their portfolio | 758.0k $6.4m | Reduced -71.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 735.5k $6.2m | Reduced -1.5k |
| Drum Hill Capital, LLC 6.68% of their portfolio | 713.0k $6.0m | Reduced -12.4k |
| Turim 21 Investimentos Ltda. 1.11% of their portfolio | 670.0k $5.7m | Unchanged |
| SG Americas Securities, LLC 0.02% of their portfolio | 665.8k $5.6m | Added +507.7k |
| Trexquant Investment LP 0.06% of their portfolio | 648.1k $5.5m | Reduced -1.0m |
| LEUTHOLD GROUP, LLC 0.61% of their portfolio | 602.7k $5.1m | Added +198.5k |
| FNY Investment Advisers, LLC 2.07% of their portfolio | 575.0k $4.9m | Added +525.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 525.3k $4.5m | Reduced -247.5k |
| QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio | 505.1k $4.3m | Added +11.0k |
| Amundi 0.00% of their portfolio | 498.9k $4.3m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 469.6k $4.0m | Reduced -1.9m |
| DENALI ADVISORS LLC 0.41% of their portfolio | 458.7k $3.9m | Added +298 |
| HRT FINANCIAL LP 0.02% of their portfolio | 449.2k $3.8m | Reduced -387.7k |
| CWA Asset Management Group, LLC 0.15% of their portfolio | 430.7k $3.7m | Added +57.0k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 414.1k $3.5m | New |
| Y-Intercept (Hong Kong) Ltd 0.08% of their portfolio | 380.4k $3.2m | New |
| Bayesian Capital Management, LP 0.46% of their portfolio | 343.4k $2.9m | New |
| DIVERSIFIED TRUST CO 0.06% of their portfolio | 338.5k $2.9m | Reduced -5.5k |
| EARNEST PARTNERS LLC 0.01% of their portfolio | 338.4k $2.9m | Reduced -23.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 328.5k $2.8m | Added +46.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 322.6k $2.7m | New |
| AZZAD ASSET MANAGEMENT INC /ADV 0.29% of their portfolio | 319.3k $2.7m | Reduced -30.0k |
| MANNING & NAPIER ADVISORS LLC 0.03% of their portfolio | 304.9k $2.6m | New |
| RITHOLTZ WEALTH MANAGEMENT 0.06% of their portfolio | 303.5k $2.6m | Reduced -19.2k |
| BCS Private Wealth Management, Inc. 0.95% of their portfolio | 297.1k $2.5m | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 291.8k $2.5m | Added +92.3k |
| Henry James International Management Inc. 0.81% of their portfolio | 291.0k $2.5m | Unchanged |
| Aigen Investment Management, LP 0.32% of their portfolio | 279.4k $2.4m | New |
| Engineers Gate Manager LP 0.03% of their portfolio | 279.0k $2.4m | Reduced -178.5k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 275.3k $2.3m | Reduced -14.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 269.3k $2.3m | Added +137.5k |
| Crossmark Global Holdings, Inc. 0.04% of their portfolio | 267.1k $2.3m | Reduced -87 |
| Forum Financial Management, LP 0.03% of their portfolio | 252.3k $2.1m | Reduced -22.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 250.4k $2.1m | Added +1.7k |
| Ethic Inc. 0.04% of their portfolio | 248.0k $2.1m | Reduced -26.7k |
| Quantbot Technologies LP 0.05% of their portfolio | 247.9k $2.1m | New |
| Vanguard Personalized Indexing Management, LLC 0.02% of their portfolio | 241.2k $2.0m | Added +63.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 226.9k $1.9m | Added +92.0k |
| Ashton Thomas Private Wealth, LLC 0.06% of their portfolio | 213.5k $1.8m | Added +23.7k |
| XTX Topco Ltd 0.07% of their portfolio | 212.6k $1.8m | Added +118.4k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 208.4k $1.8m | Reduced -1.3k |
| SYON CAPITAL LLC 0.11% of their portfolio | 194.7k $1.7m | Added +77.4k |
| Vident Advisory, LLC 0.02% of their portfolio | 192.2k $1.6m | Added +45.1k |
| Dorsey Wright & Associates 0.36% of their portfolio | 180.8k $1.5m | Reduced -113.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 175.8k $1.5m | Reduced -78.4k |
| Boston Partners 0.00% of their portfolio | 173.4k $1.5m | Reduced -17.6k |
| Headlands Technologies LLC 0.17% of their portfolio | 168.1k $1.4m | New |
| Archford Capital Strategies, LLC 0.16% of their portfolio | 143.5k $1.2m | New |
| GTS SECURITIES LLC 0.05% of their portfolio | 142.8k $1.2m | Added +52.7k |
| COOKSON PEIRCE & CO INC 0.05% of their portfolio | 141.5k $1.2m | Added +27.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 139.3k $1.2m | Reduced -704 |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.07% of their portfolio | 138.8k $1.1m | Added +19.8k |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 136.1k $1.2m | Reduced -28.6k |
| CITIGROUP INC 0.00% of their portfolio | 133.4k $1.1m | Added +31.3k |