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UBS Group
UBS

Overview Fund Activity

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

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
351
Federated Hermes
Pennsylvania
$2K – – –
CCA
352
Column Capital Advisors
Indiana
$2K – – –
FMP
353
Financial Management Professionals
Texas
$2K – – –
ACM
354
Antonetti Capital Management
Florida
$2K – – –
GWM
355
Geneos Wealth Management
Colorado
$2K +$2K +161 New
ACM
356
Absolute Capital Management
Pennsylvania
$1.66K +$1.66K +113 New
UOTTAIMCU
357
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1K +67 New
FSWA
358
Financial Synergies Wealth Advisors
Texas
$668 – – –
FGAM
359
Financial Gravity Asset Management
Texas
$9 +$9 +15 New
AIM
360
Artemis Investment Management
United Kingdom
– -$15.9M -988,665 Closed
Qube Research & Technologies (QRT)
361
Qube Research & Technologies (QRT)
United Kingdom
– -$8.35M -514,463 Closed
WBC
362
Westpac Banking Corp
Australia
– -$7.2M -467,998 Closed
ACM
363
AlphaCrest Capital Management
New York
– -$6.45M -397,371 Closed
SSA
364
Schonfeld Strategic Advisors
New York
– -$3.72M -231,023 Closed
SC
365
Scotia Capital
Ontario, Canada
– -$3.62M -223,409 Closed
ECU
366
Eisler Capital (UK)
United Kingdom
– -$2.77M -179,764 Closed
BBA
367
Baader Bank Aktiengesellschaft
Germany
– -$2.62M -162,330 Closed
Arrowstreet Capital
368
Arrowstreet Capital
Massachusetts
– -$1.96M -121,708 Closed
CSS
369
Cubist Systematic Strategies
Connecticut
– -$1.68M -103,806 Closed
DA
370
Duality Advisers
Florida
– -$1.63M -100,303 Closed
PI
371
PEAK6 Investments
Illinois
– -$2M -98,529 Closed
HI
372
Horizon Investments
North Carolina
– -$1.47M -90,653 Closed
FFM
373
Fullerton Fund Management
Singapore
– -$1.03M -63,792 Closed
PP
374
PDT Partners
New York
– -$784K -48,361 Closed
BCM
375
Bayesian Capital Management
New York
– -$418K -25,800 Closed
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15
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