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UBS Group

434 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.49% more ownership

Funds ownership: 37.66%40.15% (+2.5%)

13% less call options, than puts

Call options by funds: $680M | Put options by funds: $779M

22% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 164

Holders
434
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$680M
Puts
$779M
Net Calls
Net Calls Change

Top Sellers

1 -$601M
2 -$432M
3 -$235M
4
Goldman Sachs
Goldman Sachs
New York
-$157M
5
Axa
Axa
France
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$827K
227
$826K
228
$815K
229
$797K
230
$790K
231
$789K
232
$789K
233
$781K
234
$770K
235
$768K
236
$729K
237
$717K
238
$715K
239
$714K
240
$707K
241
$706K
242
$702K
243
$699K
244
$690K
245
$688K
246
$684K
247
$675K
248
$669K
249
$651K
250
$643K