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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Glenmede Trust
Pennsylvania
$206K -$5.18K -358 -2%
SA
252
swisspartners Advisors
Switzerland
$205K – – –
BF
253
BOK Financial
Oklahoma
$201K -$9.42K -648 -4%
GWM
254
Gitterman Wealth Management
New Jersey
$197K +$23K +1,602 +13%
D.E. Shaw & Co
255
D.E. Shaw & Co
New York
$193K +$193K +13,300 New
CWAG
256
Compton Wealth Advisory Group
Virginia
$190K -$55.2K -3,811 -23%
ECM
257
Evergreen Capital Management
Washington
$190K +$24.7K +1,699 +15%
FNBOH
258
First National Bank of Hutchinson
Kansas
$189K +$3.13K +216 +2%
BTI
259
Blue Trust Inc
Georgia
$189K +$50.9K +3,134 +37%
JPMPWA
260
J.P. Morgan Private Wealth Advisors
California
$187K +$187K +12,920 New
BAM
261
Blueshift Asset Management
New Jersey
$186K +$186K +12,811 New
PA
262
Pinnacle Associates
New York
$183K – – –
PA
263
Parallel Advisors
California
$178K -$29.4K -2,022 -14%
SF
264
Synovus Financial
Georgia
$175K -$19.6K -1,351 -10%
Voloridge Investment Management
265
Voloridge Investment Management
Florida
$173K +$173K +11,914 New
Verition Fund Management
266
Verition Fund Management
Connecticut
$171K – – –
BPCE
267
Bank Pictet & Cie (Europe)
Germany
$171K -$5.57K -379 -3%
AG
268
Ascent Group
Virginia
$168K +$2.42K +152 +1%
VCP
269
Verus Capital Partners
Arizona
$168K +$168K +11,550 New
NA
270
NewEdge Advisors
Louisiana
$164K -$11.9K -817 -7%
TC
271
TownSquare Capital
Utah
$164K +$3.17K +219 +2%
WI
272
WrapManager Inc
California
$162K -$47.6K -3,273 -23%
DCM
273
Deuterium Capital Management
Florida
$161K – – –
CB
274
Commerce Bank
Missouri
$160K -$2.5K -172 -2%
CFB
275
Cullen/Frost Bankers
Texas
$158K +$6.07K +418 +4%
9 10
11
12 13