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UBS Group

546 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 203 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 203

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$770M
Puts
$965M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$277M
27
$247M
28
$221M
29
$212M
30
$210M
31
$210M
32
$185M
33
$170M
34
$161M
35
$161M
36
$155M
37
$141M
38
$139M
39
$135M
40
$133M
41
$127M
42
$120M
43
$114M
44
$109M
45
$105M
46
$100M
47
$91.5M
48
$74.7M
49
$69.4M
50
$66.8M