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UBS Group
UBS

Overview Fund Activity

300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
55
Increased
106
Reduced
93
Closed
50
Calls
$254M
Puts
$433M
Net Calls
-$179M
Net Calls Change
-$34.9M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$295M
2
Norges Bank
Norges Bank
Norway
+$106M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$36.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$35.9M
5
DZ Bank
DZ Bank
Germany
+$29.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$473M
2
Goldman Sachs
Goldman Sachs
New York
-$163M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$133M
4
GQG Partners
GQG Partners
Florida
-$118M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
301
Twin Tree Management
Texas
– -$1.67M -132,805 Closed
TI
302
Trexquant Investment
Connecticut
– -$723K -57,486 Closed
MIAS
303
Mason Investment Advisory Services
Virginia
– -$668K -53,082 Closed
JWM
304
Jupiter Wealth Management
Colorado
– -$657K -50,000 Closed
EE
305
EWG Elevate
California
– -$582K -46,239 Closed
DTL
306
Dynamic Technology Lab
Singapore
– -$539K -42,836 Closed
GCA
307
Gideon Capital Advisors
New York
– -$501K -39,820 Closed
Flossbach Von Storch
308
Flossbach Von Storch
Germany
– -$489K -38,715 Closed
CC
309
Cipher Capital
New York
– -$460K -36,519 Closed
I2I
310
Insight 2811 Inc
Illinois
– -$427K -33,904 Closed
LMGAM
311
Liberty Mutual Group Asset Management
Massachusetts
– -$396K -31,390 Closed
AC
312
Amia Capital
United Kingdom
– -$325K -25,840 Closed
ECM
313
ExodusPoint Capital Management
New York
– -$260K -20,630 Closed
BP
314
BBR Partners
New York
– -$258K -20,539 Closed
ATIA
315
American Trust Investment Advisors
New Hampshire
– -$250K -19,845 Closed
SWP
316
Stratos Wealth Partners
Ohio
– -$231K -18,323 Closed
CCA
317
Checchi Capital Advisers
California
– -$223K -17,757 Closed
CAN
318
Cetera Advisor Networks
California
– -$169K -13,441 Closed
RI
319
Ridgewood Investments
New Jersey
– -$159K -12,640 Closed
PAG
320
Private Advisor Group
New Jersey
– -$131K -10,398 Closed
MA
321
Mutual Advisors
Nebraska
– -$130K -10,296 Closed
Boston Partners
322
Boston Partners
Massachusetts
– -$114K -9,038 Closed
SIC
323
Samalin Investment Counsel
New York
– -$101K -8,079 Closed
FIB
324
First Interstate Bank
Montana
– -$65K -5,125 Closed
FPS
325
Fieldpoint Private Securities
Connecticut
– -$63K -5,000 Closed
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