Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Telefonaktiebolaget Lm Erics (ERIC)

371 + 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
↑ +26
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — ERIC

Based on 373 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
373 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 — +16% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+16% 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

234 buying133 selling
Last quarter: 234 funds were net buyers (63 opened a brand new position + 171 added to an existing one). Only 133 were sellers (96 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 63 → 45 → 71 → 63. 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
209 out of 373 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 → 63 → 45 → 71 → 63 new funds/Q
New funds entering each quarter: 63 → 45 → 71 → 63. 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 385 holders: 246 (64%) are 2+ year veterans, 48 entered 1–2 years ago, and 91 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
45 of 372 holders are among the 100 largest funds by AUM, controlling 43% 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.

Institutional Sentiment Summary — ERIC

In 2026 Q1, 234 hedge funds were net buyers of ERIC (63 opened a new position, 171 added to an existing one), while 133 reduced or exited (96 trimmed, 37 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in ERIC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 373.

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

-- --

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

Is It Too Late to Buy Telefonaktiebolaget Lm Erics (ERIC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ERIC has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
ERIC
+3.0%
XLK
+44.5%

ERIC outperformed XLK by -41.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
ERIC
-7.2%
XLK
+8.9%

Since the filing became public, ERIC outperformed XLK by -16.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: ERIC
371 + Investors

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

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

Statistics: ERIC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 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 Hotchkis & Wiley Capital Management LLC 2.86% 82,262,127 $927.1M
5 Turim 21 Investimentos Ltda. 1.89% 670,000 $7.6M
6 SALT Holding Corp. 1.36% 200,000 $2.3M
7 XY Capital Ltd 1.31% 117,616 $1.3M
8 BCS Private Wealth Management, Inc. 1.04% 304,545 $3.4M
9 denkapparat Operations GmbH 1.04% 222,462 $2.5M
10 Leuthold Group, LLC 0.97% 811,438 $9.1M
11 Henry James International Management Inc. 0.94% 231,674 $2.6M
12 Transmarket Holdings LP 0.86% 121,300 $1.2M
13 Azzad Asset Management Inc /Adv 0.60% 528,102 $6.0M
14 Michels Family Financial, LLC 0.58% 70,774 $798K
15 Integrated Quantitative Investments LLC 0.53% 260,820 $2.9M
16 Denali Advisors LLC 0.51% 404,240 $4.6M
17 Primecap Management Co/Ca/ 0.33% 37,504,013 $422.7M
18 Legacy Wealth Asset Management, LLC 0.28% 101,977 $1.1M
19 Stirlingshire Investments, Inc. 0.19% 19,586 $221K
20 Larry Mathis Financial Planning, LLC 0.19% 18,516 $209K
21 Renaissance Technologies LLC 0.16% 9,079,400 $102.3M
22 Defiance ETFs, LLC 0.15% 939,092 $10.6M
23 First Affirmative Financial Network 0.15% 38,913 $322K
24 Qtron Investments LLC 0.12% 78,390 $883K
25 Strategic Global Advisors, LLC 0.12% 66,235 $746K
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: 234 funds were net buyers (63 opened a brand new position + 171 added to an existing one). Only 133 were sellers (96 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ERIC holders?

Elite ownership — 43% AUM from top-100 funds: 45 of 372 holders are among the 100 largest funds by AUM, controlling 43% 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: 209 out of 373 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.

Is it too late to buy Telefonaktiebolaget Lm Erics (ERIC) following the 2026 Q1 hedge fund 13F filings?

As of today, ERIC has moved -7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.9% for the XLK sector ETF — an outperformance of -16.1%. Since the quarter end (March 31, 2026), ERIC has gained +3.0% vs +44.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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