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UBS Group

526 hedge funds and large institutions have $41.6B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.9% more ownership

Funds ownership: 37.06%38.96% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 173

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

Holders
526
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.37B
Puts
$945M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$632M
3 +$591M
4
Morgan Stanley
Morgan Stanley
New York
+$349M
5
N
Nuveen
North Carolina
+$309M

Top Sellers

1 -$1.17B
2 -$424M
3 -$316M
4
Goldman Sachs
Goldman Sachs
New York
-$286M
5
Amundi
Amundi
France
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
476
$12.4K
477
$11K
478
$9.73K
479
$9.61K
480
$9.55K
481
$9K
482
$8.37K
483
$8K
484
$7.26K
485
$6.92K
486
$6.87K
487
$5.81K
488
$5.62K
489
$5.56K
490
$5.38K
491
$5.28K
492
$4.26K
493
$4.2K
494
$4K
495
$3.92K
496
$3.71K
497
$3.71K
498
$3.62K
499
$3.43K
500
$3.12K