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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$281K +$281K +9,084 New
CB
377
Commerce Bank
Missouri
$281K -$742 -24 -0.3%
AWM
378
Aprio Wealth Management
Georgia
$280K +$5.9K +191 +2%
Victory Capital Management
379
Victory Capital Management
Texas
$275K -$791K -25,599 -74%
FOA
380
Five Oceans Advisors
California
$271K
CAM
381
Cozad Asset Management
Illinois
$269K
GC
382
Guggenheim Capital
Illinois
$267K +$267K +8,627 New
GLA
383
Great Lakes Advisors
Illinois
$265K -$111K -3,603 -30%
EWA
384
EverSource Wealth Advisors
Alabama
$258K +$12.9K +419 +5%
BL
385
Balentine LLC
Georgia
$251K -$433 -14 -0.2%
FT
386
Fiduciary Trust
Massachusetts
$249K +$249K +8,074 New
HH
387
Hilltop Holdings
Texas
$248K +$248K +7,998 New
FCCM
388
First City Capital Management
Georgia
$248K +$248K +8,029 New
OFS
389
OneAscent Financial Services
Alabama
$247K +$247K +8,005 New
BTI
390
Blue Trust Inc
Georgia
$246K +$59.1K +2,395 +32%
BPA
391
Beacon Pointe Advisors
California
$241K -$48.3K -1,563 -17%
AO
392
Advisor OS
Illinois
$238K +$238K +7,703 New
CM
393
Caption Management
Oklahoma
$238K +$238K +7,700 New
SC
394
Sapient Capital
Indiana
$235K +$235K +7,613 New
GM
395
GeoWealth Management
Illinois
$229K +$229K +7,393 New
1WM
396
1900 Wealth Management
Texas
$225K +$225K +7,268 New
William Blair & Company
397
William Blair & Company
Illinois
$222K -$77.4K -2,504 -26%
WPC
398
Wedmont Private Capital
Pennsylvania
$221K +$221K +7,295 New
CWP
399
Cyndeo Wealth Partners
Florida
$221K -$38.3K -1,239 -15%
IA
400
IFP Advisors
Florida
$221K +$68.9K +2,231 +45%