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UBS Group

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
426
Financial Synergies Wealth Advisors
Texas
$982
CWC
427
Carolinas Wealth Consulting
North Carolina
$982 +$982 +46 New
BWL
428
Bogart Wealth LLC
Virginia
$534 +$534 +25 New
Commonwealth Equity Services
429
Commonwealth Equity Services
Massachusetts
$505 +$30 +1,415 +6%
FGAM
430
Financial Gravity Asset Management
Texas
$13 +$1 +2 +11%
BTCPP
431
Border to Coast Pensions Partnership
United Kingdom
-$33.2M -1,786,240 Closed
Balyasny Asset Management
432
Balyasny Asset Management
Illinois
-$21.6M -1,158,986 Closed
Calamos Advisors
433
Calamos Advisors
Illinois
-$7.72M -413,690 Closed
Optiver Holding
434
Optiver Holding
Netherlands
-$6.99M -375,648 Closed
PCM
435
Portolan Capital Management
Massachusetts
-$4.91M -262,997 Closed
Legal & General Group
436
Legal & General Group
United Kingdom
-$3.13M -168,310 Closed
MLICM
437
Metropolitan Life Insurance Company (MetLife)
New York
-$2.7M -144,955 Closed
E
438
Ergoteles
New York
-$1.5M -126,624 Closed
GQG Partners
439
GQG Partners
Florida
-$1.53M -82,290 Closed
MIP
440
Marietta Investment Partners
Wisconsin
-$1.37M -73,584 Closed
CCIA
441
Campbell & Co Investment Adviser
Maryland
-$917K -49,264 Closed
KAS
442
Kestra Advisory Services
Texas
-$612K -32,799 Closed
CD
443
Chapin Davis
Maryland
-$373K -20,000 Closed
MM
444
MQS Management
New York
-$347K -18,594 Closed
TL
445
Tradewinds LLC
North Carolina
-$538K -12,496 Closed
CFO
446
CVA Family Office
Colorado
-$224K -12,000 Closed
KI
447
Kula Investments
Illinois
-$222K -11,894 Closed
BTWM
448
Baker Tilly Wealth Management
Wisconsin
-$198K -10,619 Closed
CAG
449
Csenge Advisory Group
Florida
-$194K -10,375 Closed
ACM
450
Aquatic Capital Management
Illinois
-$88K -4,700 Closed