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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 %
OLVIG
451
Oliver Lagore Vanvalin Investment Group
Michigan
$4.44K +$4.44K +180 New
CCM
452
Copeland Capital Management
Pennsylvania
$4.22K -$1.06K -43 -20%
Federated Hermes
453
Federated Hermes
Pennsylvania
$3.5K +$3.5K +142 New
AssetMark Inc
454
AssetMark Inc
California
$3.4K +$1.11K +45 +48%
SS
455
Sunbelt Securities
Texas
$2.96K +$2.96K +120 New
PWA
456
Provenance Wealth Advisors
Florida
$2.93K +$2.93K +119 New
AWM
457
Activest Wealth Management
Florida
$2.74K -$246 -10 -8%
PPC
458
Park Place Capital
Alabama
$2.44K
BCMLT
459
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.25K
OP
460
ORG Partners
Indiana
$2.1K -$3.23K -131 -61%
AWM
461
Abound Wealth Management
Tennessee
$1.97K
PLU
462
Performa Ltd (US)
South Carolina
$1.85K -$41K -1,664 -96%
NIC
463
Northwest Investment Counselors
Oregon
$1.6K
BCM
464
Bourgeon Capital Management
Connecticut
$1.46K +$1.46K +59 New
FSWA
465
Financial Synergies Wealth Advisors
Texas
$1.41K
Kayne Anderson Rudnick Investment Management
466
Kayne Anderson Rudnick Investment Management
California
$1.18K
BWL
467
Bogart Wealth LLC
Virginia
$1.18K
FWM
468
Focused Wealth Management
New York
$1.13K
HFM
469
Hartford Financial Management
Connecticut
$1.09K
TAM
470
Tucker Asset Management
Colorado
$1.09K
GIA
471
GHP Investment Advisors
Colorado
$1.05K
CWC
472
Carolinas Wealth Consulting
North Carolina
$1.02K
AW
473
Avion Wealth
Texas
$1K
CTA
474
Colonial Trust Advisors
South Carolina
$542 -$985 -40 -65%
WWM
475
Wolff Wiese Magana
California
$296