ERIC Hedge Fund Ownership (Q1 2026)

Telefonaktiebolaget Lm Erics (ERIC)

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

Smart Money Signals — ERIC

Based on 375 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak

375 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 — +17% more funds vs a year ago

fund count last 6Q

+54 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 64% buying

235 buying134 selling

Last quarter: 235 funds were net buyers (64 opened a brand new position + 171 added to an existing one). Only 134 were sellers (97 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 64 → 45 → 71 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new

210 out of 375 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.

📈

Growing discovery — still being found

46 → 64 → 45 → 71 → 64 new funds/Q

New funds entering each quarter: 64 → 45 → 71 → 64. A growing number of institutions are discovering ERIC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 24% new

Entry-cohort mix of 387 holders: 247 (64%) are 2+ year veterans, 48 entered 1–2 years ago, and 92 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

44 of 374 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ERIC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	371	347	6.92%
13F Shares	319M	326M	-2.17%
Total Value	$2.82B	$3.22B	-12.54%
New Positions	62	71	-9
Increased Positions	170	138	+32
Closed Positions	38	49	-11
Reduced Positions	91	89	+2
Total Calls	7	6	16.67%
Total Puts	6	6	-
PUT/CALL Ratio	0.86	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

371

347

6.92%

13F Shares

319M

326M

-2.17%

Total Value

$2.82B

$3.22B

-12.54%

New Positions

-9

Increased Positions

170

138

+32

Closed Positions

-11

Reduced Positions

Total Calls

16.67%

Total Puts

PUT/CALL Ratio

0.86

1.0

Neutral

Institutional Holders (2026 Q2)

371 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ERIC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Drum Hill Capital, LLC	2.61%	229,098	$2.6M
2	Hotchkis & Wiley Capital Management LLC	2.23%	68,701,573	$766.0M
3	SALT Holding Corp.	1.17%	198,500	$2.2M
4	OneAscent Investment Solutions LLC	1.12%	105,984	$1.2M
5	BCS Private Wealth Management, Inc.	1.00%	297,500	$3.3M
6	Leuthold Group, LLC	0.86%	767,612	$8.6M
7	Henry James International Management Inc.	0.75%	223,042	$2.5M
8	Dv Equities, LLC	0.59%	369,959	$4.1M
9	Sandler Capital Management	0.55%	100,000	$1.1M
10	Azzad Asset Management Inc /Adv	0.54%	543,430	$6.1M
11	Michels Family Financial, LLC	0.49%	69,067	$770K
12	Denali Advisors LLC	0.45%	399,989	$4.5M
13	Legacy Wealth Asset Management, LLC	0.43%	177,468	$2.0M
14	Integrated Quantitative Investments LLC	0.39%	210,984	$2.4M
15	Pavaki Capital Management LLC	0.31%	45,000	$434K
16	Dorsey Wright & Associates	0.28%	146,823	$1.6M
17	Primecap Management Co/Ca/	0.27%	41,613,613	$464.0M
18	denkapparat Operations GmbH	0.25%	69,902	$779K
19	Bayesian Capital Management, LP	0.19%	26,600	$297K
20	Stirlingshire Investments, Inc.	0.18%	21,790	$243K
21	Larry Mathis Financial Planning, LLC	0.16%	18,202	$203K
22	XY Capital Ltd	0.16%	14,431	$161K
23	Burns Matteson Capital Management, LLC	0.15%	43,699	$487K
24	DUTCH ASSET Corp	0.14%	25,509	$284K
25	MQS Management LLC	0.14%	10,220	$114K

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 64% buying: Last quarter: 235 funds were net buyers (64 opened a brand new position + 171 added to an existing one). Only 134 were sellers (97 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ERIC holders?

Elite ownership — 44% AUM from top-100 funds: 44 of 374 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ERIC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ERIC?

56% of holders stayed for 2+ years: 210 out of 375 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.

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Telefonaktiebolaget Lm Erics (ERIC)

Smart Money Signals — ERIC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-7 vs last Q)

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 24% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — ERIC

Hedge Fund Ownership: ERIC

Market Analysis: ERIC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ERIC

Hedge Fund Positioning: ERIC

Statistics: ERIC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Telefonaktiebolaget Lm Erics (ERIC)

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