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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$449M
2
BIP
Brandes Investment Partners
California
+$213M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$183M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$90.3M
5
Goldman Sachs
Goldman Sachs
New York
+$79.4M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$343M
2
Dodge & Cox
Dodge & Cox
California
-$187M
3
CS
Credit Suisse
Switzerland
-$154M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$112M
5
Bank of America
Bank of America
North Carolina
-$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
226
Bellecapital
Switzerland
$198K +$16.8K +1,279 +9%
KAS
227
Kestra Advisory Services
Texas
$197K -$85.3K -6,063 -30%
Prudential Financial
228
Prudential Financial
New Jersey
$196K +$11.6K +820 +6%
First Trust Advisors
229
First Trust Advisors
Illinois
$195K +$46.5K +3,288 +31%
SA
230
swisspartners Advisors
Switzerland
$194K +$194K +14,000 New
CCP
231
Corient Capital Partners
California
$192K +$21.6K +1,528 +13%
ONB
232
Old National Bancorp
Indiana
$185K -$377K -26,621 -67%
QCG
233
Quadrant Capital Group
Ohio
$184K -$26.9K -1,911 -13%
PP
234
Paloma Partners
Connecticut
$183K -$1.18M -83,610 -87%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$183K -$22.6K -1,598 -11%
BCM
236
Blume Capital Management
California
$182K -$36.7K -2,600 -17%
CAN
237
Claraphi Advisory Network
United States
$178K -$8.48K -600 -5%
FP
238
Financial Perspectives
Minnesota
$177K – – –
CG
239
Cutler Group
California
$174K +$174K +12,340 New
SG Americas Securities
240
SG Americas Securities
New York
$172K -$530K -37,548 -75%
SRC
241
Sage Rhino Capital
California
$172K +$5.87K +415 +4%
NA
242
NewEdge Advisors
Louisiana
$168K -$1.21K -86 -0.7%
HS
243
HighVista Strategies
Massachusetts
$162K -$26.1K -2,089 -14%
QTM
244
qPULA Trading Management
New York
$162K +$162K +11,500 New
MIS
245
Morningstar Investment Services
Illinois
$158K -$37.6K -2,661 -19%
GLA
246
Great Lakes Advisors
Illinois
$158K – – –
FCCM
247
First City Capital Management
Georgia
$157K -$65.8K -4,300 -30%
FCI
248
Financial Counselors Inc
Kansas
$157K -$269 -19 -0.2%
BC
249
Bridgefront Capital
Texas
$156K +$156K +11,040 New
DWT
250
Dorsey & Whitney Trust
South Dakota
$155K +$155K +10,998 New
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