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UBS Group

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

1.54% less ownership

Funds ownership: 40.15%38.61% (-1.5%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

14% less capital invested

Capital invested by funds: $30B → $25.7B (-$4.31B)

Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$839M
Puts
$818M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
326
$247K
327
$245K
328
$244K
329
$242K
330
$241K
331
$240K
332
$235K
333
$233K
334
$229K
335
$227K
336
$222K
337
$222K
338
$220K
339
$218K
340
$216K
341
$209K
342
$207K
343
$204K
344
$201K
345
$190K
346
$187K
347
$171K
348
$156K
349
$150K
350
$131K