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UBS Group

548 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$770M
Puts
$965M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
276
$829K
277
$785K
278
$769K
279
$768K
280
$766K
281
$755K
282
$752K
283
$738K
284
$732K
285
$731K
286
$725K
287
$713K
288
$698K
289
$698K
290
$697K
291
$669K
292
$659K
293
$644K
294
$635K
295
$631K
296
$589K
297
$580K
298
$569K
299
$565K
300
$558K