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UBS Group

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$404K +$28.6K +1,529 +8%
KCM
227
Kathmere Capital Management
Pennsylvania
$395K +$395K +21,172 New
BTI
228
Blue Trust Inc
Georgia
$377K +$208K +14,368 +123%
CD
229
Chapin Davis
Maryland
$373K +$373K +20,000 New
LCS
230
Levin Capital Strategies
New York
$373K +$373K +20,000 New
ECM
231
Evergreen Capital Management
Washington
$368K +$124K +6,643 +51%
Fisher Asset Management
232
Fisher Asset Management
Washington
$366K -$87.5K -4,687 -19%
Cerity Partners
233
Cerity Partners
New York
$365K +$53.7K +2,878 +17%
CG
234
Colony Group
Massachusetts
$358K
M&T Bank
235
M&T Bank
New York
$356K -$1.14K -61 -0.3%
MYIA
236
Mount Yale Investment Advisors
Colorado
$350K -$54K -2,895 -13%
SIGI
237
Susquehanna International Group (Ireland)
Ireland
$350K +$350K +18,813 New
APWM
238
Argonautica Private Wealth Management
Massachusetts
$348K +$348K +18,640 New
MM
239
MQS Management
New York
$347K +$347K +18,594 New
RJFSA
240
Raymond James Financial Services Advisors
Florida
$340K -$17.5K -939 -5%
Prudential Financial
241
Prudential Financial
New Jersey
$337K +$17K +912 +5%
GCM
242
Gallacher Capital Management
Colorado
$334K +$334K +17,886 New
Corient Private Wealth
243
Corient Private Wealth
Florida
$329K +$329K +17,691 New
ZF
244
Zhang Financial
Michigan
$329K +$134K +7,156 +68%
ATIA
245
American Trust Investment Advisors
New Hampshire
$318K -$66.5K -3,560 -17%
CA
246
Clearstead Advisors
Ohio
$316K
OC
247
Oppenheimer & Co
New York
$313K -$10.9K -586 -3%
EI
248
Ethic Inc
New York
$312K +$312K +16,706 New
LC
249
Lindbrook Capital
California
$307K +$118K +6,307 +62%
SRC
250
Sage Rhino Capital
California
$306K +$14.1K +756 +5%