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UBS Group
UBS

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
$829M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
Goldman Sachs
New York
$1.2B
4
Norges Bank
Norges Bank
Norway
$4.4B
5
Amundi
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.38B
2
CS
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
Deutsche Bank
Germany
$416M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
476
Moisand Fitzgerald Tamayo
Florida
$222 – – –
SFA
477
Semmax Financial Advisors
North Carolina
$193 +$193 +8 New
CPG
478
Cornerstone Planning Group
New Jersey
$74 -$3.26K -132 -98%
SC
479
Stephens Consulting
Michigan
$74 – – –
DCM
480
Discovery Capital Management
Connecticut
– -$56.9M -2,814,800 Closed
Qube Research & Technologies (QRT)
481
Qube Research & Technologies (QRT)
United Kingdom
– -$17.3M -854,338 Closed
PL
482
Perpetual Ltd
Australia
– -$13.4M -664,419 Closed
MCM
483
Moore Capital Management
New York
– -$10.4M -515,000 Closed
APM
484
Advanced Portfolio Management
New York
– -$5.57M -275,000 Closed
M
485
Murchinson
Ontario, Canada
– -$5.15M -253,875 Closed
MIM
486
MetLife Investment Management
New Jersey
– -$4.07M -199,894 Closed
LP
487
LMR Partners
United Kingdom
– -$3.31M -163,177 Closed
Lord, Abbett & Co
488
Lord, Abbett & Co
New Jersey
– -$3.03M -150,013 Closed
SM
489
Scoggin Management
New York
– -$2.53M -125,000 Closed
DA
490
Duality Advisers
Florida
– -$1.4M -69,264 Closed
MA
491
MYDA Advisors
New York
– -$1.3M -64,000 Closed
WSL
492
Western Standard LLC
California
– -$1.11M -55,000 Closed
WA
493
Watchtower Advisors
Connecticut
– -$1.08M -53,516 Closed
VAS
494
Vestmark Advisory Solutions
Massachusetts
– -$777K -38,353 Closed
LAM
495
Lingohr Asset Management
Germany
– -$640K -31,668 Closed
VIA
496
Vident Investment Advisory
Georgia
– -$624K -30,767 Closed
XT
497
XTX Topco
Cayman Islands
– -$548K -27,027 Closed
DCM
498
Deuterium Capital Management
Florida
– -$474K -26,180 Closed
ACM
499
Aquatic Capital Management
Illinois
– -$468K -23,100 Closed
YIH
500
Y-Intercept (HK)
Hong Kong
– -$416K -20,517 Closed
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