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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
26
Pzena Investment Management
New York
$67.3M -$13.3M -1,194,404 -17%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$60M +$6.83M +609,015 +13%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$57.4M -$9.53M -850,928 -14%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$53.7M +$9.52M +849,100 +22%
Axa
30
Axa
France
$49.3M +$4.53M +439,368 +10%
Citigroup
31
Citigroup
New York
$47.1M +$6.96M +620,656 +17%
MGIM
32
M&G Investment Management
United Kingdom
$46.9M -$1.18M -108,599 -2%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$42.3M +$32.1M +2,881,011 +316%
PPA
34
Parametric Portfolio Associates
Washington
$40.4M -$1.86M -167,244 -4%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$40.4M -$1.4M -125,365 -3%
Northern Trust
36
Northern Trust
Illinois
$39.6M -$990K -88,762 -2%
SCCM
37
Schafer Cullen Capital Management
New York
$39.1M -$1.78M -159,942 -4%
Franklin Resources
38
Franklin Resources
California
$36.3M +$10.6M +948,797 +41%
Morgan Stanley
39
Morgan Stanley
New York
$33.9M -$2.13M -190,881 -6%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$32.4M +$300K +26,945 +0.9%
Canada Life
41
Canada Life
Manitoba, Canada
$32.2M +$3.1M +276,899 +11%
CCMG
42
Clark Capital Management Group
Pennsylvania
$28.9M -$861K -77,249 -3%
BIP
43
Brandes Investment Partners
California
$27M -$7.16M -641,932 -21%
CBT
44
Capital Bank & Trust
California
$26.6M +$12.1M +1,082,203 +84%
Renaissance Technologies
45
Renaissance Technologies
New York
$25.3M -$36.5M -3,275,100 -59%
CLOS
46
Compagnie Lombard Odier SCmA
Switzerland
$25M -$3.12M -278,758 -11%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$24.4M +$285K +25,406 +1%
NIMC
48
NWQ Investment Management Company
California
$23M -$632K -56,721 -3%
BPC
49
Banque Pictet & Cie
Switzerland
$23M -$405K -36,128 -2%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.9M +$5.58M +500,572 +32%
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