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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.64B
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
Goldman Sachs
New York
$471M
4
GQG Partners
GQG Partners
Florida
$118M
5
CS
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
Franklin Resources
California
$183M
3
Invesco
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$91K +$24.6K +1,945 +37%
APA
227
American Portfolios Advisors
New York
$82K +$82K +6,522 New
HNB
228
Huntington National Bank
Ohio
$81K +$59.5K +4,723 +277%
TPCW
229
TD Private Client Wealth
New York
$74.2K +$74.2K +5,898 New
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$74K +$2.63K +210 +4%
FIB
231
First Interstate Bank
Montana
$65K -$47.4K -3,740 -42%
FPS
232
Fieldpoint Private Securities
Connecticut
$63K +$63K +5,000 New
ASN
233
Advisory Services Network
Georgia
$54K +$20.6K +1,659 +62%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$53K +$52.9K +4,173 +37,936%
KPW
235
Kore Private Wealth
New York
$52K -$106K -8,451 -67%
PA
236
Parallel Advisors
California
$51K +$4.08K +327 +9%
WT
237
Whittier Trust
California
$50K – – –
PCM
238
Prelude Capital Management
New York
$48K +$48K +3,850 New
BL
239
Balentine LLC
Georgia
$39K +$39K +3,063 New
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$36K – – –
FHA
241
Flagship Harbor Advisors
Massachusetts
$31K +$3.16K +252 +11%
CFG
242
Citizens Financial Group
Rhode Island
$28K -$4.54K -366 -14%
MA
243
MUFG Americas
New York
$28K – – –
AIC
244
Ameritas Investment Company
Nebraska
$28K +$25.3K +1,983 +944%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.3K – – –
SIAS
246
Shine Investment Advisory Services
Colorado
$25K – – –
ETI
247
Enterprise Trust & Investment
California
$22K – – –
GDP
248
Great Diamond Partners
Maine
$22K +$22K +1,767 New
ME
249
McIlrath & Eck
Washington
$18K – – –
EW
250
Evoke Wealth
California
$16.5K -$126 -10 -0.8%
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