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UBS Group

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Shares
Change %
APA
276
American Portfolios Advisors
New York
$102K +$6.9K +444 +7%
HWA
277
HHM Wealth Advisors
Tennessee
$101K
PA
278
Parallel Advisors
California
$98K +$9.66K +621 +11%
TPCW
279
TD Private Client Wealth
New York
$93.9K -$3.23K -208 -3%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$93K +$77.7K +5,080 +507%
MGIM
281
M&G Investment Management
United Kingdom
$88.6K +$19.7K +1,239,740 +29%
JC
282
JBF Capital
Colorado
$78K +$78K +5,000 New
FPS
283
Fieldpoint Private Securities
Connecticut
$72K +$1.94K +125 +3%
GLLW
284
Graves Light Lenhart Wealth
Virginia
$69K -$5.09K -327 -7%
IA
285
IFP Advisors
Florida
$69K +$716 +45 +1%
AF
286
Advisornet Financial
Minnesota
$59K
HNB
287
Huntington National Bank
Ohio
$52K +$27.5K +1,756 +112%
IAIM
288
International Assets Investment Management
Florida
$50K +$25K +1,677 +100%
Jones Financial Companies
289
Jones Financial Companies
Missouri
$44K +$12.6K +817 +40%
TFIPS
290
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.8K
MHR
291
Matthew Hamilton Rosenberg
$40K
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$62 -4 -0.2%
Bessemer Group
293
Bessemer Group
New Jersey
$32K +$32K +2,075 New
FF
294
FourThought Financial
Florida
$31K
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.3K -$6.21K -400 -17%
BCA
296
Berman Capital Advisors
Georgia
$30K +$2.51K +163 +9%
EFSCE
297
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$2.9K +190 +12%
ZB
298
Zions Bancorporation
Utah
$25K -$11.4K -739 -31%
AssetMark Inc
299
AssetMark Inc
California
$24K -$583 -38 -2%
TCWA
300
Ten Capital Wealth Advisors
Washington
$23K