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UBS Group

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
301
Meeder Asset Management
Ohio
$22K +$20.8K +1,362 +1,661%
CA
302
Crewe Advisors
Utah
$21K
SPIA
303
Steward Partners Investment Advisory
New York
$20.8K +$16.4K +1,057 +372%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$19K +$19K +1,200 New
HR
305
Howe & Rusling
New York
$16K +$1.2K +75 +8%
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$16K +$8.43K +549 +111%
CB
307
Community Bank
New York
$16K +$16K +1,000 New
AWM
308
Accel Wealth Management
Iowa
$14K
SFS
309
Sowell Financial Services
Arkansas
$12K -$7.66K -504 -39%
HPC
310
HM Payson & Co
Maine
$11K
SL
311
Savior LLC
Massachusetts
$10K
ST
312
Smithfield Trust
Pennsylvania
$10K
WP
313
WealthShield Partners
North Carolina
$10K +$10K +615 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$9K
EARNEST Partners
315
EARNEST Partners
Georgia
$9K
FFA
316
Freedman Financial Associates
Massachusetts
$8K
KFI
317
Key Financial Inc
Pennsylvania
$7K
NFG
318
Next Financial Group
Texas
$7K +$713 +43 +11%
BAM
319
Bellevue Asset Management
Washington
$7K +$1.82K +109 +35%
EW
320
Evoke Wealth
California
$7K +$7K +424 New
SCA
321
Stonebridge Capital Advisors
Minnesota
$7K +$7K +450 New
SIS
322
Sound Income Strategies
Florida
$6.74K
AF
323
Allworth Financial
California
$6K
TC
324
Truvestments Capital
Florida
$6K
MWP
325
Meridian Wealth Partners
Pennsylvania
$6K +$6K +395 New