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UBS Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
JF
376
Jump Financial
Illinois
$203K +$203K +8,242 New
CA
377
Continental Advisors
Utah
$201K -$323K -13,122 -62%
BL
378
Balentine LLC
Georgia
$201K +$201K +8,141 New
EWA
379
EverSource Wealth Advisors
Alabama
$196K +$13.7K +557 +8%
BTI
380
Blue Trust Inc
Georgia
$153K +$75.7K +3,748 +98%
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$149K -$345 -14 -0.2%
GEA
382
Glen Eagle Advisors
New Jersey
$145K -$45.2K -1,833 -24%
SG Americas Securities
383
SG Americas Securities
New York
$128K +$128K +5,199 New
IA
384
IFP Advisors
Florida
$121K -$37.8K -1,532 -24%
Bessemer Group
385
Bessemer Group
New Jersey
$111K +$48.9K +1,998 +79%
CAM
386
Cacti Asset Management
Georgia
$104K
AF
387
Allworth Financial
California
$102K +$68.7K +2,786 +204%
FP
388
Financial Perspectives
Minnesota
$101K
WT
389
Whittier Trust
California
$98.6K +$73.9K +3,000 +300%
SOW
390
State of Wyoming
Wyoming
$82.4K +$82.4K +3,343 New
CG
391
Cutler Group
California
$81K -$127K -5,160 -61%
TWC
392
TD Waterhouse Canada
Ontario, Canada
$79.3K +$39.8K +1,390 +101%
HNB
393
Huntington National Bank
Ohio
$77.7K -$5.77K -234 -7%
EL
394
EMFO LLC
Florida
$74K
CFGS
395
Concourse Financial Group Securities
Alabama
$73.1K -$27.4K -1,113 -27%
UB
396
UMB Bank
Missouri
$70.2K +$14.5K +589 +26%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$67K +$5.92K +240 +10%
CFG
398
CKW Financial Group
Hawaii
$67K
HCP
399
Hexagon Capital Partners
Arkansas
$64.9K +$912 +37 +1%
CFD
400
Creative Financial Designs
Indiana
$64.4K