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UBS Group

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GLAM
226
Gardner Lewis Asset Management
Pennsylvania
$827K +$827K +38,750 New
PWM
227
Perigon Wealth Management
California
$826K +$826K +38,714 New
Simplex Trading
228
Simplex Trading
Illinois
$815K +$815K +38,202 New
VF
229
Virtu Financial
New York
$797K +$797K +37,353 New
GF
230
Gabelli Funds
New York
$790K
BBP
231
Banco BTG Pactual
Brazil
$789K +$789K +40,000 New
CAN
232
Cetera Advisor Networks
California
$789K -$25.3K -1,184 -3%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$781K -$485K -22,731 -38%
LFM
234
LGT Fund Management
Liechtenstein
$770K +$770K +36,500 New
LCGC
235
Legacy Capital Group California
California
$768K +$768K +35,974 New
API
236
Advisor Partners II
California
$729K +$53.2K +2,495 +8%
CTC (Chicago Trading Company)
237
CTC (Chicago Trading Company)
Illinois
$717K +$717K +34,949 New
ONB
238
Old National Bancorp
Indiana
$715K +$173K +8,097 +32%
JPMPWA
239
J.P. Morgan Private Wealth Advisors
California
$714K +$418K +19,591 +141%
CGL
240
Clarius Group LLC
Washington
$707K +$10.4K +487 +1%
MIS
241
Morningstar Investment Services
Illinois
$706K +$39K +1,920 +6%
CG
242
Cutler Group
California
$702K +$702K +32,932 New
PFS
243
Prospera Financial Services
Texas
$699K +$699K +32,769 New
RCAG
244
Rehmann Capital Advisory Group
Michigan
$690K -$75.7K -3,547 -10%
LSAG
245
Lake Street Advisors Group
New Hampshire
$688K +$24.9K +1,166 +4%
HI
246
Horizon Investments
North Carolina
$684K
VT
247
Vise Technologies
New York
$675K +$94.1K +4,409 +16%
MML Investors Services
248
MML Investors Services
Massachusetts
$669K -$231K -10,819 -26%
LAM
249
Lingohr Asset Management
Germany
$651K -$32.1K -1,560 -5%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$643K -$58.3K -2,730 -8%