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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Moore Capital Management
New York
$290K +$290K +20,000 New
CG
227
Colony Group
Massachusetts
$279K +$4.94K +340 +2%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$278K +$57.2K +3,941 +26%
M&T Bank
229
M&T Bank
New York
$277K +$6.35K +438 +2%
DWT
230
Dorsey & Whitney Trust
South Dakota
$265K +$265K +18,165 New
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$264K -$10K -691 -4%
Optiver Holding
232
Optiver Holding
Netherlands
$263K +$263K +17,737 New
BIC
233
Beach Investment Counsel
Pennsylvania
$256K – – –
CS
234
Comerica Securities
Michigan
$256K +$3.01K +208 +1%
OC
235
Oppenheimer & Co
New York
$252K +$14.6K +1,004 +6%
Prudential Financial
236
Prudential Financial
New Jersey
$252K +$18.4K +1,253 +8%
SFA
237
Sequoia Financial Advisors
Ohio
$249K -$5.91K -408 -2%
CA
238
Clearstead Advisors
Ohio
$245K – – –
VF
239
Virtu Financial
New York
$244K -$306K -21,073 -56%
Cerity Partners
240
Cerity Partners
New York
$241K +$26.9K +1,861 +13%
GC
241
Guggenheim Capital
Illinois
$233K -$215K -14,800 -48%
OPPTF
242
OPSEU Pension Plan Trust Fund
Ontario, Canada
$233K -$12.4K -838 -5%
SRC
243
Sage Rhino Capital
California
$227K -$10.5K -723 -4%
CCA
244
Checchi Capital Advisers
California
$219K – – –
BP
245
Ballentine Partners
Massachusetts
$218K -$8.5K -583 -4%
AWM
246
AE Wealth Management
Kansas
$216K -$2.41K -166 -1%
1WA
247
180 Wealth Advisors
Washington
$215K +$215K +14,845 New
CAM
248
Cresset Asset Management
Illinois
$212K -$858 -59 -0.4%
BA
249
Bridgewater Advisors
New York
$211K +$211K +14,556 New
FA
250
FDx Advisors
Illinois
$209K +$4.48K +308 +2%
8 9
10
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