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UBS Group

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$5K
AF
277
Allworth Financial
California
$5K
WCM
278
Wealthcare Capital Management
Virginia
$5K +$5K +372 New
KFS
279
Kelly Financial Services
Massachusetts
$4.28K
TAIM
280
TD Ameritrade Investment Management
Nebraska
$4K -$51 -4 -1%
TWA
281
TCI Wealth Advisors
Arizona
$4K +$4K +328 New
FCM
282
Firestone Capital Management
Florida
$4K +$4K +349 New
HWM
283
HighMark Wealth Management
Minnesota
$4K +$4K +368 New
BFEC
284
Benjamin F. Edwards & Company
Missouri
$3K
NFG
285
Next Financial Group
Texas
$3K
SMFS
286
Squar Milner Financial Services
California
$3K +$3K +285 New
LWM
287
Liberty Wealth Management
California
$2K +$2K +137 New
TCOV
288
Trust Company of Vermont
Vermont
$1K
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$1K
BCA
290
Berman Capital Advisors
Georgia
$1K
GRP
291
Global Retirement Partners
California
$1K
GWS
292
Glassman Wealth Services
Virginia
$1K +$1K +55 New
LPWM
293
Lake Point Wealth Management
Texas
$1K +$1K +90 New
AP
294
Americana Partners
Texas
$1K +$1K +93 New
CFB
295
Cullen/Frost Bankers
Texas
$1K +$1K +112 New
PP
296
Prudential plc
United Kingdom
-$61.9M -5,618,493 Closed
Capital Research Global Investors
297
Capital Research Global Investors
California
-$59.7M -5,257,745 Closed
Marshall Wace
298
Marshall Wace
United Kingdom
-$17.3M -1,527,227 Closed
SIS
299
Susquehanna International Securities
Ireland
-$4.13M -365,400 Closed
LP
300
LMR Partners
United Kingdom
-$1.71M -150,294 Closed