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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.58B
2
Dodge & Cox
Dodge & Cox
California
$1.65B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$166M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$240M
5
Goldman Sachs
Goldman Sachs
New York
$266M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$64.7M
2
Invesco
Invesco
Georgia
$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
4
BIP
Brandes Investment Partners
California
$44M
5
Capital Research Global Investors
Capital Research Global Investors
California
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
301
William Blair & Company
Illinois
– -$482K -40,704 Closed
TI
302
Trexquant Investment
Connecticut
– -$482K -40,640 Closed
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
– -$316K -26,698 Closed
DTL
304
Dynamic Technology Lab
Singapore
– -$281K -23,686 Closed
SSA
305
Schonfeld Strategic Advisors
New York
– -$272K -23,000 Closed
GT
306
Greenleaf Trust
Michigan
– -$250K -21,082 Closed
AIC
307
Archer Investment Corporation
Indiana
– -$245K -20,700 Closed
PAG
308
Private Advisor Group
New Jersey
– -$220K -18,551 Closed
FRM
309
Fox Run Management
Connecticut
– -$209K -17,619 Closed
HF
310
HRT Financial
New York
– -$201K -17,001 Closed
OCG
311
Opus Capital Group
Ohio
– -$177K -14,920 Closed
AIM
312
Axiom Investment Management
New York
– -$171K -14,486 Closed
HPCM
313
High Pointe Capital Management
Illinois
– -$149K -12,590 Closed
LSAG
314
Lake Street Advisors Group
New Hampshire
– -$133K -11,265 Closed
UCFA
315
United Capital Financial Advisors
Texas
– -$125K -10,552 Closed
SB
316
Suntrust Banks
Georgia
– -$123K -10,440 Closed
AP
317
Advisor Partners
California
– -$123K -10,360 Closed
CBU
318
CIBC Bank USA
Illinois
– -$121K -10,210 Closed
CCM
319
Covington Capital Management
California
– -$32K -2,709 Closed
OIA
320
OneDigital Investment Advisors
Kansas
– -$31K -2,644 Closed
Twin Tree Management
321
Twin Tree Management
Texas
– -$31K -2,640 Closed
BBA
322
Braun-Bostich & Associates
Pennsylvania
– -$31K -2,635 Closed
BL
323
Balentine LLC
Georgia
– -$23K -1,941 Closed
MWM
324
Meridian Wealth Management
Kentucky
– -$229 -1,930 Closed
BWM
325
Baystate Wealth Management
Massachusetts
– -$21K -1,728 Closed
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