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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 %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$97.6K +$13.6K +440 +16%
EL
427
EMFO LLC
Florida
$92.8K
HFM
428
Harvest Fund Management
China
$87K +$29.4K +951 +51%
HNB
429
Huntington National Bank
Ohio
$83.2K -$14.2K -460 -15%
CFG
430
CKW Financial Group
Hawaii
$83K
TFIPS
431
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.9K +$81.9K +2,638 New
UB
432
UMB Bank
Missouri
$81.5K -$6.52K -211 -7%
CFGS
433
Concourse Financial Group Securities
Alabama
$81.1K -$10.5K -340 -11%
CFD
434
Creative Financial Designs
Indiana
$80.8K
MHR
435
Matthew Hamilton Rosenberg
$75.9K
RIL
436
Rothschild Investment LLC
Illinois
$72.9K +$72.9K +2,359 New
ODG
437
O'Dell Group
Ohio
$72.8K +$72.8K +2,356 New
Citadel Advisors
438
Citadel Advisors
Florida
$69.1K -$1.93M -62,452 -97%
TPCW
439
TD Private Client Wealth
New York
$64K -$1.55K -50 -2%
CAM
440
Cacti Asset Management
Georgia
$62.4K -$69.4K -2,224 -53%
LP
441
LMR Partners
United Kingdom
$62.1K +$62.1K +2,000 New
First Manhattan
442
First Manhattan
New York
$61.8K
GRP
443
Global Retirement Partners
California
$61.3K +$11.8K +402 +24%
WT
444
Washington Trust
Rhode Island
$60.3K
SPIA
445
Steward Partners Investment Advisory
New York
$51.6K -$22.7K -734 -31%
ZB
446
Zions Bancorporation
Utah
$50.9K +$371 +12 +0.7%
NMM
447
Naples Money Management
Florida
$50.9K +$50.9K +1,646 New
FHA
448
First Horizon Advisors
Tennessee
$47.7K +$22.8K +736 +91%
APW
449
Acima Private Wealth
Virginia
$42.6K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$32.9K +$6.74K +218 +26%