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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
251
Maverick Capital
Texas
$152K -$713K -50,472 -82%
LC
252
Lindbrook Capital
California
$149K -$98.3K -6,966 -40%
SI
253
Stephens Inc
Arkansas
$148K -$2.18K -154 -1%
GT
254
Glenmede Trust
Pennsylvania
$148K +$13.3K +942 +10%
JWA
255
JFS Wealth Advisors
Pennsylvania
$145K – – –
QC
256
QCM Cayman
Texas
$143K +$143K +10,089 New
DI
257
Diligent Investors
California
$141K – – –
HA
258
Harbor Advisors
Florida
$141K – – –
TAIM
259
TD Ameritrade Investment Management
Nebraska
$139K +$136K +9,624 +4,836%
AAM
260
Advisors Asset Management
Colorado
$134K +$16.7K +1,180 +14%
EI
261
Ellevest Inc
New York
$123K +$120K +8,505 +4,725%
VFA
262
Valeo Financial Advisors
Indiana
$104K +$88.8K +6,281 +585%
HWA
263
HHM Wealth Advisors
Tennessee
$92K – – –
TPCW
264
TD Private Client Wealth
New York
$88.3K -$2.22K -157 -2%
APA
265
American Portfolios Advisors
New York
$86.4K +$19K +1,342 +28%
PA
266
Parallel Advisors
California
$80K -$72.3K -5,135 -47%
GLLW
267
Graves Light Lenhart Wealth
Virginia
$67K +$67K +4,760 New
FPS
268
Fieldpoint Private Securities
Connecticut
$64K +$64K +4,525 New
IA
269
IFP Advisors
Florida
$63K +$1.94K +132 +3%
AF
270
Advisornet Financial
Minnesota
$53K -$53.1K -3,790 -50%
TFIPS
271
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38K +$38K +2,688 New
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$37K +$37K +2,614 New
MHR
273
Matthew Hamilton Rosenberg
$36K – – –
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K – – –
ZB
275
Zions Bancorporation
Utah
$33K +$1.29K +92 +4%
9 10
11
12 13