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UBS Group

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
326
Brown Brothers Harriman & Co
New York
$11K -$33.8K -2,368 -75%
PCH
327
Polar Capital Holdings
United Kingdom
$9.47K -$1.72K -113,359 -15%
SBL
328
Sargent Bickham Lagudis
Colorado
$9K
HR
329
Howe & Rusling
New York
$8K -$2.55K -169 -24%
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.33K
KFI
331
Key Financial Inc
Pennsylvania
$7K
HPC
332
HM Payson & Co
Maine
$7K
FCA
333
FinTrust Capital Advisors
South Carolina
$7K
EARNEST Partners
334
EARNEST Partners
Georgia
$7K
SIS
335
Sound Income Strategies
Florida
$6K
BIA
336
Bell Investment Advisors
California
$6K +$222 +15 +4%
LWP
337
Laurel Wealth Planning
Minnesota
$5K
FHA
338
First Horizon Advisors
Tennessee
$4K -$7.15K -583 -64%
ST
339
Smithfield Trust
Pennsylvania
$4K -$4.85K -353 -55%
AssetMark Inc
340
AssetMark Inc
California
$4K -$320 -20 -7%
AFS
341
Annapolis Financial Services
Maryland
$4K
ADL
342
Asset Dedication LLC
California
$4K
SC
343
Schubert & Co
Texas
$4K +$412 +30 +11%
MAM
344
Meeder Asset Management
Ohio
$4K +$2.93K +225 +274%
MA
345
MUFG Americas
New York
$3K -$3.35K -237 -53%
TAIM
346
TD Ameritrade Investment Management
Nebraska
$3K
CCM
347
Copeland Capital Management
Pennsylvania
$3K
HWM
348
HighMark Wealth Management
Minnesota
$3K
CTC
349
Central Trust Company
Missouri
$3K +$711 +50 +31%
GEA
350
Glen Eagle Advisors
New Jersey
$2.6K