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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
226
SOL Capital Management
Maryland
$1.25M
FI
227
FJ Investments
Utah
$1.23M +$1.23M +39,955 New
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$1.23M -$40.9K -1,324 -3%
PAG
229
Private Advisor Group
New Jersey
$1.21M +$45K +1,456 +4%
QI
230
Qtron Investments
Massachusetts
$1.18M
VT
231
Vise Technologies
New York
$1.17M -$3.31K -107 -0.3%
GF
232
Gabelli Funds
New York
$1.14M
CPM
233
Connective Portfolio Management
New York
$1.14M +$24.7K +800 +2%
VA
234
Vident Advisory
Georgia
$1.14M +$59.1K +1,912 +5%
LOIM
235
Liberty One Investment Management
Illinois
$1.12M -$70K -2,265 -6%
CAN
236
Cetera Advisor Networks
California
$1.11M +$107K +3,474 +11%
B
237
Bailard
California
$1.1M -$2.41K -78 -0.2%
LSAG
238
Lake Street Advisors Group
New Hampshire
$1.09M +$49.3K +1,596 +5%
SIA
239
Schechter Investment Advisors
Michigan
$1.09M -$312K -10,091 -22%
AI
240
AdvisorShares Investments
Maryland
$1.07M +$1.07M +34,703 New
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$1.07M -$60.3K -1,951 -5%
QCG
242
Quadrant Capital Group
Ohio
$1.06M +$53.6K +1,734 +5%
ACA
243
Atlas Capital Advisors
Wyoming
$1.06M +$143K +4,632 +16%
MCM
244
MAI Capital Management
Ohio
$1.06M +$89.4K +2,893 +9%
CB
245
Centennial Bank
Arkansas
$1.05M -$11.7K -377 -1%
OAM
246
Oppenheimer Asset Management
New York
$1.05M -$297K -9,615 -22%
KCM
247
Kathmere Capital Management
Pennsylvania
$1.03M +$37K +1,196 +4%
TC
248
TownSquare Capital
Utah
$1.01M +$57K +1,844 +6%
SFA
249
Sequoia Financial Advisors
Ohio
$1M -$39.8K -1,288 -4%
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$965K +$149K +4,816 +18%