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UBS Group

548 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$770M
Puts
$965M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
326
$419K
327
$418K
328
$415K
329
$414K
330
$406K
331
$406K
332
$404K
333
$400K
334
$397K
335
$397K
336
$396K
337
$386K
338
$384K
339
$377K
340
$375K
341
$370K
342
$365K
343
$365K
344
$362K
345
$357K
346
$355K
347
$351K
348
$348K
349
$347K
350
$346K