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UBS Group
UBS

Overview Fund Activity

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

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.6B
2
Norges Bank
Norges Bank
Norway
$2.66B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Vontobel Holding
Vontobel Holding
Switzerland
$404M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$686M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$298M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$166M
3
UBS Group
UBS Group
Switzerland
$2.25B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.09B
5
CBT
Capital Bank & Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
351
Lenox Wealth Advisors
New York
$1K – – –
CTB
352
Country Trust Bank
Illinois
$1K +$1K +62 New
BBHC
353
Brown Brothers Harriman & Co
New York
$50 – – –
CBT
354
Capital Bank & Trust
California
– -$41.2M -2,692,712 Closed
O
355
Ossiam
France
– -$21.1M -1,280,993 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
356
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$3.86M -251,773 Closed
Citadel Advisors
357
Citadel Advisors
Florida
– -$3.8M -247,521 Closed
OTPPB
358
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$3.77M -246,546 Closed
QT
359
Quantbot Technologies
New York
– -$2.23M -145,581 Closed
USGIU
360
U.S. Global Investors (USGI)
Texas
– -$1.98M -128,755 Closed
MF
361
Magnetar Financial
Illinois
– -$1.67K -108,935 Closed
Optiver Holding
362
Optiver Holding
Netherlands
– -$1.47M -95,736 Closed
SM
363
Sciencast Management
New Jersey
– -$890K -59,363 Closed
PP
364
Paloma Partners
Connecticut
– -$737K -48,057 Closed
HF
365
HRT Financial
New York
– -$660K -43,054 Closed
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
– -$657K -42,807 Closed
CCIA
367
Campbell & Co Investment Adviser
Maryland
– -$381K -26,900 Closed
AAS
368
Avantax Advisory Services
Texas
– -$413K -26,863 Closed
LSAG
369
Lake Street Advisors Group
New Hampshire
– -$441K -25,842 Closed
JG
370
Jefferies Group
New York
– -$308K -20,119 Closed
LIM
371
Longfellow Investment Management
Massachusetts
– -$293K -19,080 Closed
GCP
372
GSA Capital Partners
United Kingdom
– -$235K -15,300 Closed
BCM
373
Bayesian Capital Management
New York
– -$210K -13,700 Closed
FP
374
Financial Perspectives
Minnesota
– -$192K -12,500 Closed
WGAM
375
Wilkinson Global Asset Management
New York
– -$189K -12,350 Closed
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