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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 %
LWM
326
Liberty Wealth Management
California
$6K +$2.82K +180 +89%
FCA
327
FinTrust Capital Advisors
South Carolina
$5K
CBT
328
CoreFirst Bank & Trust
Kansas
$5K
AFS
329
Annapolis Financial Services
Maryland
$5K
ADL
330
Asset Dedication LLC
California
$5K
LWP
331
Laurel Wealth Planning
Minnesota
$5K +$5K +331 New
HWM
332
HighMark Wealth Management
Minnesota
$4K -$397 -23 -9%
MA
333
MUFG Americas
New York
$4K
BFEC
334
Benjamin F. Edwards & Company
Missouri
$4K
GWM
335
Geneos Wealth Management
Colorado
$4K
CCM
336
Copeland Capital Management
Pennsylvania
$3K
EWM
337
Endurance Wealth Management
Rhode Island
$3K
CCA
338
Column Capital Advisors
Indiana
$3K
GRP
339
Global Retirement Partners
California
$3K
CTC
340
Central Trust Company
Missouri
$3K +$3K +161 New
GEA
341
Glen Eagle Advisors
New Jersey
$2.85K
TAIM
342
TD Ameritrade Investment Management
Nebraska
$2K -$132K -13,181 -99%
FHA
343
First Horizon Advisors
Tennessee
$2K -$8.87K -670 -82%
CFGS
344
Concourse Financial Group Securities
Alabama
$2K
RIM
345
Rockbridge Investment Management
New York
$2K +$2K +103 New
BIA
346
Bell Investment Advisors
California
$2K +$2K +118 New
ACM
347
Antonetti Capital Management
Florida
$2K +$2K +123 New
MG
348
MilWealth Group
Wisconsin
$1.5K +$1.5K +94 New
MCM
349
Manchester Capital Management
Vermont
$1K -$1.89K -66 -65%
LWA
350
Lenox Wealth Advisors
New York
$1K