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UBS Group
UBS

Overview Fund Activity

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.97B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$756M
4
Invesco
4
Invesco
Georgia
$599M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$579M

Top Sellers

1
CA
1
Cullinan Associates
Kentucky
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
26
Ontario Teachers' Pension Plan Board
Ontario, Canada
$88M +$88M +5,117,449 New
Northern Trust
27
Northern Trust
Illinois
$69.2M +$69.2M +4,059,893 New
MAA
28
Managed Account Advisors
New Jersey
$63.5M +$63.5M +3,725,317 New
WI
29
WHV Investments
California
$61.4M +$61.4M +3,601,364 New
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$58.6M +$58.6M +3,405,821 New
TIM
31
Thornburg Investment Management
New Mexico
$53M +$53M +3,110,301 New
Morgan Stanley
32
Morgan Stanley
New York
$52.7M +$52.7M +3,088,546 New
Bank of America
33
Bank of America
North Carolina
$49M +$49M +2,875,254 New
State Street
34
State Street
Massachusetts
$48.4M +$48.4M +2,840,091 New
ClearBridge Investments
35
ClearBridge Investments
New York
$44.2M +$44.2M +2,594,325 New
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$41.4M +$41.4M +2,407,463 New
ACI
37
AMP Capital Investors
Australia
$31.4M +$31.4M +1,824,865 New
ED
38
Exane Derivatives
France
$29.9M +$29.9M +1,731,016 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$29.4M +$29.4M +1,722,920 New
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$28.5M +$28.5M +1,671,193 New
PPA
41
Parametric Portfolio Associates
Washington
$21.4M +$21.4M +1,252,226 New
Citigroup
42
Citigroup
New York
$15.3M +$15.3M +889,125 New
CT
43
Cambridge Trust
Massachusetts
$13.4M +$13.4M +787,379 New
ZAM
44
Zenit Asset Management
Sweden
$13.2M +$13.2M +770,000 New
HSBC Holdings
45
HSBC Holdings
United Kingdom
$12.8M +$12.8M +752,172 New
Millennium Management
46
Millennium Management
New York
$11.1M +$11.1M +653,997 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$10.9M +$10.9M +641,984 New
QI
48
QS Investors
New York
$10.4M +$10.4M +609,637 New
PC
49
Polar Capital
United Kingdom
$10M +$10M +559,095 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$9.8M +$9.8M +574,708 New
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