UBS icon

UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
226
Sage Rhino Capital
California
$131K +$535 +48 +0.4%
HighTower Advisors
227
HighTower Advisors
Illinois
$127K +$13.9K +1,250 +12%
LFA
228
Legacy Financial Advisors
Kentucky
$127K +$127K +11,425 New
GLA
229
Great Lakes Advisors
Illinois
$125K +$11.6K +1,038 +10%
FCI
230
Financial Counselors Inc
Kansas
$124K -$12.8K -1,152 -9%
PA
231
Parallel Advisors
California
$121K -$51.3K -4,584 -30%
SI
232
Stephens Inc
Arkansas
$119K -$269 -24 -0.2%
BlackRock
233
BlackRock
New York
$118K +$118K +10,524 New
CCM
234
Chiron Capital Management
Florida
$118K +$118K +10,600 New
First Trust Advisors
235
First Trust Advisors
Illinois
$117K -$17K -1,522 -13%
CB
236
Commerce Bank
Missouri
$116K +$401 +36 +0.3%
JWA
237
JFS Wealth Advisors
Pennsylvania
$114K -$2.38K -214 -2%
HA
238
Harbor Advisors
Florida
$112K – – –
DI
239
Diligent Investors
California
$112K – – –
GT
240
Glenmede Trust
Pennsylvania
$106K -$29.4K -2,648 -22%
TRCT
241
Tower Research Capital (TRC)
New York
$97K +$66K +5,893 +213%
AAM
242
Advisors Asset Management
Colorado
$92K -$119K -10,663 -56%
AF
243
Advisornet Financial
Minnesota
$84K -$2.66K -240 -3%
AIM
244
AIA Investment Management
Singapore
$78K +$78K +6,996 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$72K -$7.76K -695 -10%
HWA
246
HHM Wealth Advisors
Tennessee
$72K – – –
TPCW
247
TD Private Client Wealth
New York
$71.5K – – –
HNB
248
Huntington National Bank
Ohio
$66K +$5.65K +510 +9%
APA
249
American Portfolios Advisors
New York
$53.2K +$3.33K +299 +7%
JC
250
JBF Capital
Colorado
$52K +$52K +4,606 New
8 9
10
11 12