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UBS Group

546 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, 203 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:

4% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 203

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
546
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
351
$345K
352
$344K
353
$339K
354
$337K
355
$337K
356
$331K
357
$330K
358
$330K
359
$325K
360
$322K
361
$321K
362
$321K
363
$321K
364
$316K
365
$315K
366
$314K
367
$308K
368
$306K
369
$305K
370
$303K
371
$302K
372
$301K
373
$300K
374
$299K
375
$297K