UBS icon

UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
Norges Bank
Norges Bank
Norway
+$206M
5
Amundi
Amundi
France
+$193M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$455M
2
CS
Credit Suisse
Switzerland
-$330M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
4
Deutsche Bank
Deutsche Bank
Germany
-$130M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
351
Diligent Investors
California
$248K – – –
CP
352
Covenant Partners
Tennessee
$244K – – –
SCA
353
Snowden Capital Advisors
New York
$243K -$116K -4,725 -32%
DWM
354
Drive Wealth Management
Utah
$243K +$243K +9,873 New
IAIM
355
International Assets Investment Management
Florida
$243K +$243K +9,992 New
CS
356
Comerica Securities
Michigan
$243K -$26.9K -1,090 -10%
CA
357
Claro Advisors
Massachusetts
$241K +$241K +9,768 New
IC
358
IEQ Capital
California
$241K -$63K -2,554 -21%
OL
359
Optas LLC
Texas
$240K +$240K +9,754 New
William Blair & Company
360
William Blair & Company
Illinois
$239K +$239K +9,682 New
JIP
361
Jaffetilchin Investment Partners
Florida
$238K +$238K +9,653 New
CG
362
Caprock Group
Idaho
$233K +$233K +9,435 New
BPA
363
Beacon Pointe Advisors
California
$231K +$231K +9,376 New
CB
364
Commerce Bank
Missouri
$225K +$225K +9,111 New
P
365
Pitcairn
Pennsylvania
$223K +$223K +9,056 New
KP
366
Keel Point
Alabama
$220K +$220K +8,944 New
MOS
367
MGO One Seven
Ohio
$220K +$220K +8,943 New
RWB
368
RMR Wealth Builders
New Jersey
$219K +$219K +8,898 New
TRCT
369
Tower Research Capital (TRC)
New York
$219K +$160K +6,480 +270%
AWM
370
Aprio Wealth Management
Georgia
$219K +$219K +8,874 New
EGM
371
Engineers Gate Manager
New York
$217K +$217K +8,786 New
FOA
372
Five Oceans Advisors
California
$216K +$216K +8,771 New
CAM
373
Cozad Asset Management
Illinois
$215K +$215K +8,718 New
CWP
374
Cyndeo Wealth Partners
Florida
$207K +$207K +8,390 New
SC
375
Savant Capital
Illinois
$205K +$205K +8,332 New
13 14
15
16 17