Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TELEFONAKTIEBOLAGET LM ERICS (ERIC)

341 + Investors. Track Smart Money conviction in ERIC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — ERIC

Based on 331 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ERIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
331 hedge funds hold ERIC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

204 buying135 selling
Last quarter: 204 funds were net buyers (68 opened a brand new position + 136 added to an existing one). Only 135 were sellers (86 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new ERIC position: 43 → 60 → 44 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
198 out of 331 hedge funds have held ERIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +23% but shares only +2% — price-driven

Value
+22%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~68 new funds/quarter

77 → 43 → 60 → 44 → 68 new funds/Q
New funds entering each quarter: 43 → 60 → 44 → 68. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 9% 1-2yr ■ 25% new
Of 341 current holders: 227 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
31 of 331 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ERIC

In 2025 Q4, 204 hedge funds were net buyers of ERIC (68 opened a new position, 136 added to an existing one), while 135 reduced or exited (86 trimmed, 49 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 20% of total institutional value in ERIC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 331.

Hedge Fund Ownership: ERIC

How many hedge funds hold ERIC — quarterly history vs. share price
Quarterly hedge fund ownership of ERIC vs. share price

Market Analysis: ERIC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ERIC

Technology Communication Equipment

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: ERIC
2026 Q1 Stats Unlock in 7 days 341 + Investors

Track Smart Money conviction in ERIC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 341 324 5.25%
13F Shares 320M 312M 2.5%
Total Value $3.17B $2.58B 22.78%
New Positions 68 45 +23
Increased Positions 156 115 +41
Closed Positions 49 67 -18
Reduced Positions 97 142 -45
Total Calls 6 7 -14.29%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ERIC

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

341 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ERIC. Verified SEC 13F-HR filings.

Top 25 institutional holders of ERIC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Drum Hill Capital, LLC 6.90% 666,951 $7.5M
2 O'Neil Global Advisors, Inc. 6.88% 88,096 $993K
3 ABC ARBITRAGE SA 3.49% 2,333,866 $26.3M
4 XY Capital Ltd 1.31% 117,616 $1.3M
5 BCS Private Wealth Management, Inc. 1.04% 304,545 $3.4M
6 denkapparat Operations GmbH 1.04% 222,462 $2.5M
7 ACADIAN ASSET MANAGEMENT LLC 1.04% 64,816,105 $730K
8 LEUTHOLD GROUP, LLC 0.97% 811,438 $9.1M
9 Henry James International Management Inc. 0.94% 231,674 $2.6M
10 Transmarket Holdings LP 0.86% 121,300 $1.2M
11 AZZAD ASSET MANAGEMENT INC /ADV 0.60% 528,102 $6.0M
12 Michels Family Financial, LLC 0.58% 70,774 $798K
13 Integrated Quantitative Investments LLC 0.53% 260,820 $2.9M
14 DENALI ADVISORS LLC 0.51% 404,240 $4.6M
15 PRIMECAP MANAGEMENT CO/CA/ 0.33% 37,504,013 $422.7M
16 Legacy Wealth Asset Management, LLC 0.28% 101,977 $1.1M
17 Stirlingshire Investments, Inc. 0.19% 19,586 $221K
18 Larry Mathis Financial Planning, LLC 0.19% 18,516 $209K
19 First Affirmative Financial Network 0.15% 38,913 $322K
20 Penserra Capital Management LLC 0.12% 939,092 $11K
21 Alhambra Investment Management LLC 0.12% 22,256 $251K
22 FOCUSED ALPHA, LLC 0.11% 31,948 $360K
23 Lester Murray Antman dba SimplyRich 0.11% 37,617 —
24 Williams & Novak, LLC 0.11% 12,283 $141K
25 EVOLVE PRIVATE WEALTH, LLC 0.09% 151,108 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TELEFONAKTIEBOLAGET LM ERICS (ERIC)

What does the Smart Money Trend signal show for ERIC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ERIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ERIC?

More buyers than sellers — 60% buying: Last quarter: 204 funds were net buyers (68 opened a brand new position + 136 added to an existing one). Only 135 were sellers (86 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ERIC holders?

Strong quality — 20% AUM from major funds: 31 of 331 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ERIC?

60% of holders stayed for 2+ years: 198 out of 331 hedge funds have held ERIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.