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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$337M
2
DZ Bank
DZ Bank
Germany
$228M
3
Norges Bank
Norges Bank
Norway
$1.84B
4
Marshall Wace
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
Dodge & Cox
California
$1.48B
3
Deutsche Bank
Deutsche Bank
Germany
$237M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
301
tru Independence
Oregon
$186 +$62 +5,400 +50%
Fidelity International
302
Fidelity International
Bermuda
– -$55.7M -6,076,525 Closed
CM
303
Capula Management
Cayman Islands
– -$16.5M -1,822,520 Closed
O
304
Ossiam
France
– -$9.16M -980,000 Closed
CF
305
CNA Financial
Illinois
– -$814K -86,507 Closed
AL
306
AJO LP
Pennsylvania
– -$714K -76,061 Closed
CPC
307
Congress Park Capital
New York
– -$487K -52,600 Closed
EMG
308
Ellington Management Group
Connecticut
– -$455K -49,100 Closed
BlackRock
309
BlackRock
New York
– -$391K -42,234 Closed
WAM
310
World Asset Management
Michigan
– -$324K -35,019 Closed
Arrowstreet Capital
311
Arrowstreet Capital
Massachusetts
– -$211K -22,480 Closed
GCP
312
GSA Capital Partners
United Kingdom
– -$137K -14,819 Closed
ECM
313
Evergreen Capital Management
Washington
– -$134K -14,438 Closed
IWM
314
IHT Wealth Management
Illinois
– -$129K -13,929 Closed
CAM
315
Cresset Asset Management
Illinois
– -$128K -13,838 Closed
TSS
316
Two Sigma Securities
New York
– -$126K -13,575 Closed
FT
317
Fiduciary Trust
Massachusetts
– -$121K -13,061 Closed
ASN
318
Advisory Services Network
Georgia
– -$41K -4,429 Closed
CWP
319
CFM Wealth Partners
Texas
– -$20K -2,079 Closed
FEG
320
Financial Enhancement Group
Indiana
– -$12K -1,309 Closed
WAP
321
Wealthcare Advisory Partners
Pennsylvania
– -$11K -1,200 Closed
QT
322
Quantbot Technologies
New York
– -$9K -976 Closed
BBHC
323
Brown Brothers Harriman & Co
New York
– -$5K -554 Closed
LSA
324
Lion Street Advisors
Texas
– -$5K -547 Closed
KFI
325
Key Financial Inc
Pennsylvania
– -$4K -456 Closed
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