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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
476
Newbridge Financial Services Group
Florida
$15.5K – – –
FMP
477
Financial Management Professionals
Texas
$15K -$249 -8 -2%
RWA
478
Redmont Wealth Advisors
Illinois
$14.7K – – –
BWP
479
Baldwin Wealth Partners
Massachusetts
$14.3K – – –
KFI
480
Key Financial Inc
Pennsylvania
$14.1K – – –
GKIM
481
GW&K Investment Management
Massachusetts
$14K – – –
AA
482
Addison Advisors
Vermont
$13.1K -$4.73K -153 -26%
MA
483
Montag & Associates
Georgia
$12.8K – – –
USB
484
Union Savings Bank
Connecticut
$12.7K – – –
GFPC
485
Global Financial Private Client
Florida
$12.3K +$12.3K +399 New
PB
486
Pinnacle Bancorp
Nebraska
$11.8K +$11.8K +382 New
FFA
487
Frazier Financial Advisors
Ohio
$11.3K -$13.9K -451 -55%
HDIM
488
Hanson & Doremus Investment Management
Vermont
$10K -$2.74K -93 -22%
GJIA
489
Glass Jacobson Investment Advisors
Maryland
$9.74K – – –
SCM
490
Sterling Capital Management
North Carolina
$9.74K +$9.74K +315 New
JIP
491
Jaffetilchin Investment Partners
Florida
$9.67K +$9.67K +313 New
PW
492
Paladin Wealth
Minnesota
$9.61K +$9.61K +311 New
AFS
493
Annapolis Financial Services
Maryland
$9.55K – – –
W
494
WealthCollab
Washington
$9.52K – – –
CAS
495
Coppell Advisory Solutions
Texas
$8.41K – – –
SIC
496
Salem Investment Counselors
North Carolina
$8.35K -$1.36K -44 -14%
PCM
497
Penserra Capital Management
California
$8K -$49.5K -1,671 -86%
AT
498
Arlington Trust
Alabama
$7.26K – – –
BBHC
499
Brown Brothers Harriman & Co
New York
$7.11K – – –
WAS
500
Winch Advisory Services
Wisconsin
$7.02K – – –
18 19
20
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