UBS icon

UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
Norges Bank
Norges Bank
Norway
+$206M
5
Amundi
Amundi
France
+$193M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$455M
2
CS
Credit Suisse
Switzerland
-$330M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
4
Deutsche Bank
Deutsche Bank
Germany
-$130M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
301
Glenmede Trust
Pennsylvania
$402K -$28.6K -1,160 -7%
BHPW
302
Beverly Hills Private Wealth
California
$400K -$160K -6,493 -29%
EI
303
Ethic Inc
New York
$394K -$24.1K -979 -6%
FCI
304
Financial Counselors Inc
Kansas
$389K -$2.29K -93 -0.6%
GCM
305
Gallacher Capital Management
Colorado
$388K -$71.3K -2,892 -16%
WPA
306
Winning Points Advisors
Florida
$384K -$56.5K -2,287 -13%
PP
307
PDS Planning
Ohio
$380K +$6.51K +264 +2%
NS
308
NBC Securities
Alabama
$375K +$375K +15,233 New
Fisher Asset Management
309
Fisher Asset Management
Washington
$371K +$1.85K +75 +0.5%
ATIA
310
American Trust Investment Advisors
New Hampshire
$370K – – –
KFC
311
Klingenstein Fields & Co
New York
$368K +$368K +14,930 New
CG
312
Colony Group
Massachusetts
$358K -$49.7K -2,015 -12%
Fiera Capital (Canada)
313
Fiera Capital (Canada)
Quebec, Canada
$351K +$351K +14,248 New
DC
314
Davenport & Co
Virginia
$349K +$349K +14,175 New
HF
315
HRT Financial
New York
$349K -$214K -8,708 -38%
AWM
316
AE Wealth Management
Kansas
$342K +$3.77K +153 +1%
BAM
317
Blueshift Asset Management
New Jersey
$335K -$449K -18,223 -57%
SWM
318
Seed Wealth Management
Illinois
$324K – – –
PA
319
Pinnacle Associates
New York
$323K – – –
LFM
320
LGT Fund Management
Liechtenstein
$323K -$245K -10,000 -43%
SA
321
swisspartners Advisors
Switzerland
$318K – – –
Verition Fund Management
322
Verition Fund Management
Connecticut
$317K +$20.5K +833 +7%
CWAG
323
Compton Wealth Advisory Group
Virginia
$310K – – –
QCM
324
Qsemble Capital Management
New York
$301K +$301K +12,200 New
AG
325
Ascent Group
Virginia
$301K +$31.3K +1,276 +12%
11 12
13
14 15