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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 %
MHR
401
Matthew Hamilton Rosenberg
$60.6K
SPIA
402
Steward Partners Investment Advisory
New York
$59.2K +$17.6K +712 +42%
TPCW
403
TD Private Client Wealth
New York
$52.3K +$3.4K +138 +7%
First Manhattan
404
First Manhattan
New York
$49.3K
TJHA
405
Thomas J. Herzfeld Advisors
Florida
$49.3K
WT
406
Washington Trust
Rhode Island
$48.1K +$48.1K +1,952 New
HFM
407
Harvest Fund Management
China
$46K +$24.9K +1,013 +118%
ZB
408
Zions Bancorporation
Utah
$40.3K
GRP
409
Global Retirement Partners
California
$40.2K -$814 -34 -2%
APW
410
Acima Private Wealth
Virginia
$34K
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$33K +$12.6K +512 +62%
AIM
412
Anchor Investment Management
South Carolina
$29.6K -$8.75K -355 -23%
RFA
413
Resurgent Financial Advisors
Georgia
$25.7K
CB
414
Community Bank
New York
$24.6K
BF
415
BOK Financial
Oklahoma
$24.3K +$20.6K +880 +571%
BFPW
416
BOK Financial Private Wealth
Colorado
$22.3K
HGERS
417
Householder Group Estate & Retirement Specialist
Arizona
$21.2K +$21.2K +858 New
PFBT
418
Parkside Financial Bank & Trust
Missouri
$20.9K
Jones Financial Companies
419
Jones Financial Companies
Missouri
$20.2K +$20.2K +821 New
FHA
420
First Horizon Advisors
Tennessee
$19.9K +$5.18K +210 +35%
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K -$3.08K -125 -14%
FCA
422
FinTrust Capital Advisors
South Carolina
$18.5K +$7.37K +299 +66%
JWA
423
JFS Wealth Advisors
Pennsylvania
$16.1K +$2.81K +114 +21%
SVCP
424
Silicon Valley Capital Partners
California
$15.2K
FFA
425
Farther Finance Advisors
California
$14.8K +$13.3K +541 +933%