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UBS Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
WFI
376
West Family Investments
California
-$374K -23,081 Closed
BL
377
Balentine LLC
Georgia
-$212K -13,074 Closed
QT
378
Quantbot Technologies
New York
-$207K -12,814 Closed
CAN
379
Claraphi Advisory Network
United States
-$200K -12,300 Closed
PWPS
380
Pinnacle Wealth Planning Services
Ohio
-$196K -12,094 Closed
SA
381
Shilanski & Associates
Alaska
-$187K -11,544 Closed
IC
382
IEQ Capital
California
-$183K -11,286 Closed
SCS
383
Syquant Capital SAS
France
-$169K -10,497 Closed
HWA
384
HHM Wealth Advisors
Tennessee
-$105K -6,500 Closed
CFGS
385
Concourse Financial Group Securities
Alabama
-$104K -6,439 Closed
SOW
386
State of Wyoming
Wyoming
-$40K -2,478 Closed
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
-$33K -2,054 Closed
PFS
388
Prospera Financial Services
Texas
-$29K -1,756 Closed
WB
389
West Bancorporation
Iowa
-$16K -1,000 Closed
FMII
390
Farmers & Merchants Investments Inc
Nebraska
-$15K -931 Closed
AA
391
Ancora Advisors
Ohio
-$11K -683 Closed
PWMG
392
Prestige Wealth Management Group
New Jersey
-$8K -500 Closed
Lazard Asset Management
393
Lazard Asset Management
New York
-$5K -337 Closed
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
-$5K -326 Closed
VVP
395
Venture Visionary Partners
Ohio
-$3.97K -245 Closed
AIP
396
Ahrens Investment Partners
Louisiana
-$2K -119 Closed
PMFA
397
Plante Moran Financial Advisors
Michigan
-$1K -87 Closed
TWP
398
TFO Wealth Partners
Ohio
-$1K -55 Closed
FBC
399
Fairfield, Bush & Co
Connecticut
-$1K -50 Closed