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UBS Group

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$191K -$11.5K -723 -6%
GWM
252
Gitterman Wealth Management
New Jersey
$191K +$23K +1,442 +14%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$188K -$65.3K -4,110 -26%
BC
254
Bridgefront Capital
Texas
$188K -$55.5K -3,490 -23%
BF
255
BOK Financial
Oklahoma
$188K +$188K +11,779 New
CFB
256
Cullen/Frost Bankers
Texas
$186K -$20.7K -1,296 -10%
CGL
257
Clarius Group LLC
Washington
$185K +$18.1K +1,132 +11%
M&T Bank
258
M&T Bank
New York
$183K +$716 +45 +0.4%
DWT
259
Dorsey & Whitney Trust
South Dakota
$181K +$5.81K +365 +3%
LC
260
Lindbrook Capital
California
$180K +$5.63K +353 +3%
GLA
261
Great Lakes Advisors
Illinois
$179K
CAM
262
Cozad Asset Management
Illinois
$175K
RWM
263
Ritholtz Wealth Management
New York
$175K +$5.49K +344 +3%
CB
264
Commerce Bank
Missouri
$174K -$653 -41 -0.4%
JWA
265
JFS Wealth Advisors
Pennsylvania
$172K +$4.56K +286 +3%
CCA
266
Checchi Capital Advisers
California
$172K +$6.58K +413 +4%
DTL
267
Dynamic Technology Lab
Singapore
$168K +$168K +10,529 New
RFC
268
Regions Financial Corp
Alabama
$166K -$27.7K -1,734 -14%
PP
269
PDS Planning
Ohio
$165K +$4.07K +255 +3%
TRCT
270
Tower Research Capital (TRC)
New York
$164K +$164K +10,261 New
ECM
271
Evergreen Capital Management
Washington
$161K -$2.91K -182 -2%
HA
272
Harbor Advisors
Florida
$161K
DI
273
Diligent Investors
California
$153K
APA
274
American Portfolios Advisors
New York
$144K +$7.19K +451 +5%
PA
275
Parallel Advisors
California
$143K +$36.7K +2,306 +35%