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UBS Group
UBS

Overview Fund Activity

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$6.45B
2
Norges Bank
Norges Bank
Norway
$3.24B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$762M
4
CCM
Causeway Capital Management
California
$204M
5
CS
Credit Suisse
Switzerland
$2.23B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$406M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$227M
4
Goldman Sachs
Goldman Sachs
New York
$804M
5
Axa
Axa
France
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
301
Argonautica Private Wealth Management
Massachusetts
$326K -$71.5K -3,351 -18%
BP
302
Ballentine Partners
Massachusetts
$322K – – –
PIA
303
Powell Investment Advisors
Florida
$320K +$320K +15,000 New
TSS
304
Two Sigma Securities
New York
$319K +$319K +14,938 New
Fisher Asset Management
305
Fisher Asset Management
Washington
$310K -$108K -5,074 -26%
SIGI
306
Susquehanna International Group (Ireland)
Ireland
$310K -$91.9K -4,305 -23%
BFG
307
Bleakley Financial Group
New Jersey
$306K +$17.2K +806 +6%
SS
308
Simplicity Solutions
Minnesota
$306K +$306K +14,346 New
YIH
309
Y-Intercept (HK)
Hong Kong
$305K +$305K +14,291 New
BC
310
Bridgefront Capital
Texas
$298K +$67.2K +3,150 +29%
SA
311
swisspartners Advisors
Switzerland
$295K – – –
FNBOH
312
First National Bank of Hutchinson
Kansas
$294K +$11.7K +549 +4%
Wealth Enhancement Advisory Services
313
Wealth Enhancement Advisory Services
Minnesota
$287K +$287K +13,452 New
Prudential Financial
314
Prudential Financial
New Jersey
$287K -$4.69K -291 -2%
SWM
315
Seed Wealth Management
Illinois
$280K – – –
SIA
316
Soltis Investment Advisors
Utah
$279K -$55K -2,579 -16%
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$278K +$278K +13,041 New
PA
318
Pinnacle Associates
New York
$278K +$8.07K +378 +3%
AG
319
Ascent Group
Virginia
$277K +$8.3K +389 +3%
CWAG
320
Compton Wealth Advisory Group
Virginia
$269K -$11.2K -523 -4%
CS
321
Comerica Securities
Michigan
$267K -$64.6K -3,027 -19%
IIC
322
Integrated Investment Consultants
Michigan
$264K +$264K +12,371 New
GC
323
Guggenheim Capital
Illinois
$263K +$263K +12,327 New
VFA
324
Valeo Financial Advisors
Indiana
$261K +$261K +12,225 New
CAAS
325
Capital Asset Advisory Services
Michigan
$250K -$54.3K -2,543 -18%
11 12
13
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