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UBS Group

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
326
Hexagon Capital Partners
Arkansas
$14K +$14K +839 New
PCH
327
Polar Capital Holdings
United Kingdom
$11.9K -$689 -42,730 -5%
HR
328
Howe & Rusling
New York
$11K
ST
329
Smithfield Trust
Pennsylvania
$11K
AA
330
Ancora Advisors
Ohio
$11K +$11K +683 New
SBL
331
Sargent Bickham Lagudis
Colorado
$10K +$10K +645 New
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.19K
EARNEST Partners
333
EARNEST Partners
Georgia
$8K -$2.87K -178 -26%
HPC
334
HM Payson & Co
Maine
$8K
PWMG
335
Prestige Wealth Management Group
New Jersey
$8K +$8K +500 New
KFI
336
Key Financial Inc
Pennsylvania
$7K
MA
337
MUFG Americas
New York
$7K
FCA
338
FinTrust Capital Advisors
South Carolina
$7K
SIS
339
Sound Income Strategies
Florida
$7K
BIA
340
Bell Investment Advisors
California
$6K +$6K +390 New
Lazard Asset Management
341
Lazard Asset Management
New York
$5K
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$5K
LWP
343
Laurel Wealth Planning
Minnesota
$5K
ADL
344
Asset Dedication LLC
California
$5K
AFS
345
Annapolis Financial Services
Maryland
$5K
AssetMark Inc
346
AssetMark Inc
California
$4K -$125K -8,419 -97%
SC
347
Schubert & Co
Texas
$4K +$4K +261 New
VVP
348
Venture Visionary Partners
Ohio
$3.97K +$3.97K +245 New
TAIM
349
TD Ameritrade Investment Management
Nebraska
$3K -$112K -7,916 -97%
FF
350
FourThought Financial
Florida
$3K -$5.28K -310 -64%