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UBS Group

548 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, 204 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:

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

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
548
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
376
$297K
377
$294K
378
$293K
379
$290K
380
$287K
381
$287K
382
$284K
383
$282K
384
$281K
385
$277K
386
$273K
387
$273K
388
$267K
389
$264K
390
$264K
391
$256K
392
$252K
393
$250K
394
$243K
395
$242K
396
$241K
397
$240K
398
$239K
399
$237K
400
$237K