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UBS Group

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
276
Blume Capital Management
California
$128K -$52.8K -3,300 -29%
HWA
277
HHM Wealth Advisors
Tennessee
$104K
TPCW
278
TD Private Client Wealth
New York
$99.1K -$223 -14 -0.2%
FPS
279
Fieldpoint Private Securities
Connecticut
$85K +$7.29K +456 +9%
MGIM
280
M&G Investment Management
United Kingdom
$84.1K -$397 -24,634 -0.5%
IA
281
IFP Advisors
Florida
$75K +$3.05K +182 +4%
JC
282
JBF Capital
Colorado
$72K -$8K -500 -10%
HNB
283
Huntington National Bank
Ohio
$65K +$9.26K +583 +17%
Koshinski Asset Management
284
Koshinski Asset Management
Illinois
$60.7K +$60.7K +3,808 New
AF
285
Advisornet Financial
Minnesota
$60K
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.4K
Jones Financial Companies
287
Jones Financial Companies
Missouri
$48K -$32 -2 -0.1%
TFIPS
288
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.1K
Bessemer Group
289
Bessemer Group
New Jersey
$42K -$6.19K -391 -13%
AssetMark Inc
290
AssetMark Inc
California
$42K +$17.8K +1,121 +73%
MHR
291
Matthew Hamilton Rosenberg
$41K
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$5.66K +352 +17%
AWM
293
Accel Wealth Management
Iowa
$33K
GLLW
294
Graves Light Lenhart Wealth
Virginia
$32K
BCA
295
Berman Capital Advisors
Georgia
$31K -$413 -26 -1%
MAM
296
Meeder Asset Management
Ohio
$30K +$416 +26 +1%
ARIS
297
Advanced Research Investment Solutions
California
$29K +$29K +1,817 New
BNP Paribas Financial Markets
298
BNP Paribas Financial Markets
France
$24.4K -$17.8K -1,115 -42%
TCWA
299
Ten Capital Wealth Advisors
Washington
$24K
ZB
300
Zions Bancorporation
Utah
$21K -$4.61K -285 -18%