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UBS Group

526 hedge funds and large institutions have $41.6B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.9% more ownership

Funds ownership: 37.06%38.96% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 173

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

Holders
526
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.37B
Puts
$945M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$632M
3 +$591M
4
Morgan Stanley
Morgan Stanley
New York
+$349M
5
N
Nuveen
North Carolina
+$309M

Top Sellers

1 -$1.17B
2 -$424M
3 -$316M
4
Goldman Sachs
Goldman Sachs
New York
-$286M
5
Amundi
Amundi
France
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$725K
277
$715K
278
$713K
279
$708K
280
$699K
281
$693K
282
$692K
283
$667K
284
$656K
285
$650K
286
$642K
287
$629K
288
$628K
289
$617K
290
$610K
291
$600K
292
$595K
293
$566K
294
$563K
295
$556K
296
$551K
297
$538K
298
$528K
299
$513K
300
$497K