UBS icon

UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$841M
2
Marshall Wace
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.18B
2
CS
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
376
Geode Capital Management
Massachusetts
– -$2.82M -194,394 Closed
PL
377
Parkwood LLC
Ohio
– -$2.77M -190,525 Closed
LG
378
Leuthold Group
Minnesota
– -$2.54M -175,340 Closed
FIA
379
FNY Investment Advisers
New York
– -$1.81M -125,000 Closed
Citadel Advisors
380
Citadel Advisors
Florida
– -$1.25M -86,361 Closed
CWM
381
Calamos Wealth Management
Illinois
– -$1.08M -74,700 Closed
TSS
382
Two Sigma Securities
New York
– -$984K -67,794 Closed
TI
383
Trexquant Investment
Connecticut
– -$621K -42,784 Closed
Group One Trading
384
Group One Trading
Illinois
– -$492K -33,887 Closed
WPA
385
Winning Points Advisors
Florida
– -$409K -27,202 Closed
HF
386
HRT Financial
New York
– -$382K -26,332 Closed
Squarepoint
387
Squarepoint
New York
– -$314K -21,649 Closed
Walleye Capital
388
Walleye Capital
New York
– -$292K -20,095 Closed
MCM
389
Moore Capital Management
New York
– -$290K -20,000 Closed
VF
390
Virtu Financial
New York
– -$244K -16,825 Closed
GC
391
Guggenheim Capital
Illinois
– -$233K -16,069 Closed
OPPTF
392
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$233K -15,708 Closed
CAM
393
Cresset Asset Management
Illinois
– -$212K -14,582 Closed
BA
394
Bridgewater Advisors
New York
– -$211K -14,556 Closed
GWM
395
Gitterman Wealth Management
New Jersey
– -$197K -13,734 Closed
MFS
396
Mirabella Financial Services
United Kingdom
– -$30K -12,844 Closed
BAM
397
Blueshift Asset Management
New Jersey
– -$186K -12,811 Closed
Voloridge Investment Management
398
Voloridge Investment Management
Florida
– -$173K -11,914 Closed
VCP
399
Verus Capital Partners
Arizona
– -$168K -11,550 Closed
SIG
400
Stonegate Investment Group
Alabama
– -$146K -10,096 Closed
13 14 15
16
17