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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$45K -$606 -56 -1%
ASN
252
Advisory Services Network
Georgia
$43K +$43K +3,851 New
Simplex Trading
253
Simplex Trading
Illinois
$36K -$424K -38,069 -92%
C
254
Cerebellum
California
$33K +$33K +2,981 New
SPIA
255
Steward Partners Investment Advisory
New York
$30K +$25.7K +2,317 +596%
MHR
256
Matthew Hamilton Rosenberg
$29K – – –
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.2K – – –
ZB
258
Zions Bancorporation
Utah
$25K – – –
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
MA
260
MUFG Americas
New York
$22K – – –
SIAS
261
Shine Investment Advisory Services
Colorado
$21K -$1.45K -128 -6%
AssetMark Inc
262
AssetMark Inc
California
$21K +$19.5K +1,741 +1,329%
WB
263
West Bancorporation
Iowa
$20K – – –
BCA
264
Berman Capital Advisors
Georgia
$19K – – –
EFSCE
265
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
PFS
266
Prospera Financial Services
Texas
$16K +$16K +1,410 New
WEC
267
Winslow Evans & Crocker
Massachusetts
$15K +$1.96K +176 +15%
CA
268
Crewe Advisors
Utah
$15K +$15K +1,351 New
VFA
269
Valeo Financial Advisors
Indiana
$12K -$1.8K -161 -13%
PW
270
Price Wealth
Texas
$12K – – –
FFA
271
Founders Financial Alliance
North Carolina
$12K +$12K +1,117 New
HR
272
Howe & Rusling
New York
$10K -$1.79K -166 -15%
BWM
273
BNC Wealth Management
Oregon
$10K +$10K +895 New
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
PFWA
275
Paces Ferry Wealth Advisors
Georgia
$9K +$9K +796 New
9 10
11
12 13