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UBS Group
UBS

Overview Fund Activity

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

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.47B
2
Morgan Stanley
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
351
Central Trust Company
Missouri
$3K – – –
CCA
352
Column Capital Advisors
Indiana
$3K – – –
CCM
353
Copeland Capital Management
Pennsylvania
$3K – – –
HWM
354
HighMark Wealth Management
Minnesota
$3K – – –
GEA
355
Glen Eagle Advisors
New Jersey
$2.9K – – –
FMP
356
Financial Management Professionals
Texas
$2K -$9.49K -683 -83%
ACM
357
Antonetti Capital Management
Florida
$2K – – –
AIP
358
Ahrens Investment Partners
Louisiana
$2K – – –
Federated Hermes
359
Federated Hermes
Pennsylvania
$2K +$1.25K +70 +167%
MAM
360
Meeder Asset Management
Ohio
$1K -$14K -1,144 -93%
FBC
361
Fairfield, Bush & Co
Connecticut
$1K +$1K +50 New
TWP
362
TFO Wealth Partners
Ohio
$1K +$1K +55 New
PMFA
363
Plante Moran Financial Advisors
Michigan
$1K +$1K +87 New
FSWA
364
Financial Synergies Wealth Advisors
Texas
$747 +$747 +46 New
Acadian Asset Management
365
Acadian Asset Management
Massachusetts
– -$189M -9,564,467 Closed
Dimensional Fund Advisors
366
Dimensional Fund Advisors
Texas
– -$85M -4,348,771 Closed
Marshall Wace
367
Marshall Wace
United Kingdom
– -$65.8M -3,340,397 Closed
State of Wisconsin Investment Board
368
State of Wisconsin Investment Board
Wisconsin
– -$28.1M -1,425,377 Closed
AU
369
Algebris (UK)
United Kingdom
– -$11.8M -599,712 Closed
SIGI
370
Susquehanna International Group (Ireland)
Ireland
– -$9.91M -502,490 Closed
Simplex Trading
371
Simplex Trading
Illinois
– -$7.25M -371,095 Closed
MFS
372
Mirabella Financial Services
United Kingdom
– -$4.99M -255,289 Closed
CIS
373
Capital International Sarl
California
– -$4.78M -243,290 Closed
PCOC
374
Power Corp of Canada
Canada
– -$2.55M -129,800 Closed
CII
375
Capital International Inc
California
– -$1.96M -99,651 Closed
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