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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 %
SMA
401
Seven Mile Advisory
New Jersey
$219K +$219K +7,072 New
SMA
402
Sage Mountain Advisors
Georgia
$217K +$217K +7,038 New
RWB
403
RMR Wealth Builders
New Jersey
$216K -$59.3K -1,918 -22%
LNC
404
Lincoln National Corp
Pennsylvania
$214K +$214K +6,927 New
PCIA
405
Prime Capital Investment Advisors
Kansas
$213K +$213K +6,905 New
WS
406
Wedbush Securities
California
$209K +$209K +6,753 New
Empower Advisory Group
407
Empower Advisory Group
Colorado
$208K +$208K +6,735 New
TW
408
Traveka Wealth
California
$207K +$207K +6,696 New
HAG
409
HighPoint Advisor Group
Illinois
$205K +$205K +6,501 New
GGA
410
Granite Group Advisors
Connecticut
$203K +$203K +6,543 New
PNC
411
Park National Corp
Ohio
$203K +$203K +6,555 New
Verition Fund Management
412
Verition Fund Management
Connecticut
$201K -$196K -6,340 -49%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$184K -$3.04K -98 -2%
GEA
414
Glen Eagle Advisors
New Jersey
$178K -$3.68K -119 -2%
KOCAA
415
Knights of Columbus Asset Advisors
Connecticut
$155K +$155K +5,020 New
WT
416
Whittier Trust
California
$154K +$30.9K +1,000 +25%
PCM
417
Penserra Capital Management
California
$146K -$959K -31,108 -87%
GIS
418
Grayhawk Investment Strategies
Alberta, Canada
$145K +$145K +5,571 New
AF
419
Allworth Financial
California
$139K +$11.2K +361 +9%
AAP
420
Arax Advisory Partners
Colorado
$134K +$134K +4,322 New
LA
421
LM Advisors
California
$131K +$131K +4,244 New
BGAI
422
Bruce G. Allen Investments
Colorado
$129K +$129K +4,175 New
FP
423
Financial Perspectives
Minnesota
$127K
HCP
424
Hexagon Capital Partners
Arkansas
$116K +$34.4K +1,113 +42%
ASN
425
Advisory Services Network
Georgia
$107K +$107K +3,472 New