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UBS Group

546 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 203 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 203

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$770M
Puts
$965M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$1.02M
252
$1.01M
253
$1.01M
254
$1M
255
$992K
256
$977K
257
$969K
258
$965K
259
$956K
260
$948K
261
$945K
262
$937K
263
$937K
264
$929K
265
$924K
266
$922K
267
$915K
268
$910K
269
$907K
270
$883K
271
$866K
272
$865K
273
$838K
274
$835K
275
$829K