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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
276
Savior LLC
Massachusetts
$7K – – –
EARNEST Partners
277
EARNEST Partners
Georgia
$6K – – –
CA
278
Centerpoint Advisors
Massachusetts
$6K – – –
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$6K +$755 +62 +14%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$6K +$3.49K +339 +139%
AF
281
Allworth Financial
California
$5K – – –
SIS
282
Sound Income Strategies
Florida
$5K – – –
SFS
283
Sowell Financial Services
Arkansas
$4K -$7.08K -635 -64%
BFEC
284
Benjamin F. Edwards & Company
Missouri
$4K -$1.14K -100 -22%
NFG
285
Next Financial Group
Texas
$4K +$4K +379 New
GWM
286
Geneos Wealth Management
Colorado
$3K – – –
ADL
287
Asset Dedication LLC
California
$3K +$3K +289 New
HWM
288
HighMark Wealth Management
Minnesota
$2K -$570 -61 -22%
TAIM
289
TD Ameritrade Investment Management
Nebraska
$2K – – –
LWM
290
Liberty Wealth Management
California
$2K – – –
EI
291
Ellevest Inc
New York
$2K +$1.72K +155 +620%
HPC
292
HM Payson & Co
Maine
$2K +$2K +224 New
ABC
293
Associated Banc-Corp
Wisconsin
$1K – – –
WCG
294
Weaver Consulting Group
California
$1K – – –
LWA
295
Lenox Wealth Advisors
New York
$1K – – –
CCA
296
Column Capital Advisors
Indiana
$1K +$37 +3 +4%
GRP
297
Global Retirement Partners
California
$1K +$473 +43 +90%
MAM
298
Meeder Asset Management
Ohio
$1K +$1K +82 New
Millennium Management
299
Millennium Management
New York
$466 -$3.11K -279,152 -87%
FCA
300
FinTrust Capital Advisors
South Carolina
$3 – – –
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12
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