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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 %
CGL
251
Clarius Group LLC
Washington
$958K -$10.7K -346 -1%
RJT
252
Raymond James Trust
Florida
$941K -$33K -1,069 -3%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$923K -$60.4K -1,954 -6%
AAM
254
Advisors Asset Management
Colorado
$902K -$63.4K -2,051 -7%
RJFSA
255
Raymond James Financial Services Advisors
Florida
$891K -$29.7K -961 -3%
AAB
256
ABN AMRO Bank
Netherlands
$884K -$199K -6,384 -18%
Parallax Volatility Advisers
257
Parallax Volatility Advisers
California
$884K +$873K +28,252 +7,958%
DI
258
DFPG Investments
Utah
$879K +$49.2K +1,678 +6%
VFA
259
Valeo Financial Advisors
Indiana
$877K +$355K +11,500 +68%
SC
260
Solstein Capital
California
$868K +$76.3K +2,462 +10%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$868K +$9.05K +293 +1%
ACM
262
Advisors Capital Management
New Jersey
$854K -$33.9K -1,098 -4%
AFG
263
Atomi Financial Group
New York
$830K +$497K +16,096 +150%
ITC
264
Inspire Trust Company
Nevada
$823K +$823K +26,637 New
CA
265
Cullinan Associates
Kentucky
$819K -$31 -1 -0%
BP
266
Ballentine Partners
Massachusetts
$812K +$127K +4,125 +19%
BHPW
267
Beverly Hills Private Wealth
California
$807K +$306K +9,907 +61%
UCFA
268
United Capital Financial Advisors
Texas
$806K +$806K +26,084 New
CPC
269
Cookson Peirce & Co
Pennsylvania
$805K +$4.79K +155 +0.6%
NA
270
NewEdge Advisors
Louisiana
$771K +$131K +4,436 +21%
GWM
271
Greenwich Wealth Management
Connecticut
$768K -$557K -18,010 -42%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$757K +$41.8K +1,354 +6%
TSS
273
Two Sigma Securities
New York
$732K +$732K +23,700 New
CCA
274
Checchi Capital Advisers
California
$726K +$157K +5,074 +28%
Prudential Financial
275
Prudential Financial
New Jersey
$725K +$129K +4,170 +22%