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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
401
$235K
402
$235K
403
$227K
404
$227K
405
$227K
406
$226K
407
$226K
408
$224K
409
$221K
410
$221K
411
$221K
412
$221K
413
$220K
414
$217K
415
$216K
416
$215K
417
$206K
418
$204K
419
$196K
420
$196K
421
$185K
422
$161K
423
$160K
424
$157K
425
$157K