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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
Norges Bank
Norges Bank
Norway
+$206M
5
Amundi
Amundi
France
+$193M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$455M
2
CS
Credit Suisse
Switzerland
-$330M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
4
Deutsche Bank
Deutsche Bank
Germany
-$130M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
API
226
Advisor Partners II
California
$1.04M +$120K +4,876 +13%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$1.01M -$143K -5,784 -12%
SCM
228
SOL Capital Management
Maryland
$994K +$18.5K +750 +2%
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$989K +$366K +14,864 +59%
LOIM
230
Liberty One Investment Management
Illinois
$953K -$31.3K -1,270 -3%
QI
231
Qtron Investments
Massachusetts
$946K – – –
VT
232
Vise Technologies
New York
$939K -$29K -1,176 -3%
PAG
233
Private Advisor Group
New Jersey
$926K +$13.8K +559 +2%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$925K +$925K +37,532 New
GF
235
Gabelli Funds
New York
$912K – – –
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$902K +$87.3K +3,543 +11%
CPM
237
Connective Portfolio Management
New York
$888K +$888K +36,026 New
Jane Street
238
Jane Street
New York
$885K -$26.6M -1,079,850 -97%
PCM
239
Penserra Capital Management
California
$883K +$596K +24,197 +208%
B
240
Bailard
California
$876K -$25.4K -1,030 -3%
AAB
241
ABN AMRO Bank
Netherlands
$863K +$159K +6,384 +23%
VA
242
Vident Advisory
Georgia
$859K +$859K +34,846 New
Victory Capital Management
243
Victory Capital Management
Texas
$851K -$646K -26,197 -43%
CB
244
Centennial Bank
Arkansas
$848K – – –
LSAG
245
Lake Street Advisors Group
New Hampshire
$834K -$3.72K -151 -0.4%
SFA
246
Sequoia Financial Advisors
Ohio
$831K +$89.9K +3,647 +12%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$828K +$31.7K +1,277 +4%
QCG
248
Quadrant Capital Group
Ohio
$805K +$111K +4,514 +16%
CAN
249
Cetera Advisor Networks
California
$799K -$24.1K -977 -3%
PWM
250
Perigon Wealth Management
California
$795K -$233K -9,460 -23%
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