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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
276
Tower Research Capital (TRC)
New York
$715K +$441K +14,275 +161%
ZF
277
Zhang Financial
Michigan
$713K -$28.7K -930 -4%
ECM
278
Evergreen Capital Management
Washington
$708K -$28.9K -936 -4%
SW
279
SVB Wealth
Massachusetts
$699K -$178K -5,751 -20%
EI
280
Ethic Inc
New York
$693K +$199K +6,431 +40%
BRWA
281
B. Riley Wealth Advisors
Florida
$692K -$232K -7,508 -25%
SWM
282
Spire Wealth Management
Virginia
$667K -$19.7K -679 -3%
Cetera Investment Advisers
283
Cetera Investment Advisers
Illinois
$656K +$42.2K +1,366 +7%
CP
284
Covenant Partners
Tennessee
$650K +$344K +11,138 +112%
HF
285
HRT Financial
New York
$642K +$204K +6,612 +47%
DWT
286
Dorsey & Whitney Trust
South Dakota
$629K -$19.4K -628 -3%
Tudor Investment Corp
287
Tudor Investment Corp
Connecticut
$628K -$2.3M -74,387 -79%
GT
288
Glenmede Trust
Pennsylvania
$617K +$112K +3,636 +22%
CG
289
Cutler Group
California
$610K +$509K +16,482 +501%
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$600K -$18.2K -590 -3%
FIM
291
Freedom Investment Management
Connecticut
$595K +$5.84K +189 +1%
Wolverine Trading
292
Wolverine Trading
Illinois
$566K -$742 -24 -0.1%
AA
293
ALPS Advisors
Colorado
$563K +$563K +18,230 New
GI
294
Gradient Investments
Minnesota
$556K -$65K -2,102 -10%
WPA
295
Winning Points Advisors
Florida
$551K +$70.7K +2,287 +15%
CC
296
Centiva Capital
New York
$538K +$538K +17,413 New
SCP
297
Stamos Capital Partners
California
$528K +$528K +17,100 New
FA
298
FDx Advisors
Illinois
$513K +$513K +16,599 New
SRC
299
Sage Rhino Capital
California
$497K -$19K -616 -4%
FCI
300
Financial Counselors Inc
Kansas
$496K +$8.9K +288 +2%