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UBS Group

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$18K +$2.93K +181 +19%
CB
302
Community Bank
New York
$16K
SPIA
303
Steward Partners Investment Advisory
New York
$16K +$602 +37 +4%
VCM
304
Vigilant Capital Management
Maine
$16K +$16K +996 New
SSC
305
Syverson Strege & Co
Iowa
$15K +$15K +931 New
GKWIM
306
Gerber Kawasaki Wealth & Investment Management
California
$15K +$15K +943 New
DOA
307
D'Orazio & Associates
Virginia
$15K +$15K +955 New
EI
308
Ellevest Inc
New York
$14K -$306K -19,714 -96%
HR
309
Howe & Rusling
New York
$14K
NFG
310
Next Financial Group
Texas
$14K +$7.6K +472 +119%
SIM
311
Sonora Investment Management
Arizona
$13K
PCH
312
Polar Capital Holdings
United Kingdom
$12.5K +$130 +8,285 +1%
HPC
313
HM Payson & Co
Maine
$12K
EFSCE
314
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$20.6K -1,251 -65%
ST
315
Smithfield Trust
Pennsylvania
$11K
FF
316
FourThought Financial
Florida
$10K -$4.65K -320 -32%
EARNEST Partners
317
EARNEST Partners
Georgia
$9K
FMP
318
Financial Management Professionals
Texas
$8K +$5.64K +357 +240%
TC
319
Truvestments Capital
Florida
$7K
AWA
320
Arkadios Wealth Advisors
Georgia
$7K
KFI
321
Key Financial Inc
Pennsylvania
$7K
AF
322
Allworth Financial
California
$7K
SIS
323
Sound Income Strategies
Florida
$7K
EW
324
Evoke Wealth
California
$6K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$6K