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

Top Sellers

1
UBS AM
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
5
SIS
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
526
Eastern Bank
Massachusetts
$2.38K +$2.38K +77 New
FFO
527
Fortitude Family Office
Arizona
$2.29K – – –
MFG
528
Mendota Financial Group
Wisconsin
$2.01K +$649 +21 +48%
Kayne Anderson Rudnick Investment Management
529
Kayne Anderson Rudnick Investment Management
California
$2.01K – – –
AW
530
Avion Wealth
Texas
$2K – – –
BWL
531
Bogart Wealth LLC
Virginia
$1.48K – – –
AF
532
Advisornet Financial
Minnesota
$1.45K – – –
AWM
533
Abound Wealth Management
Tennessee
$1.33K +$711 +23 +115%
CA
534
CoreCap Advisors
Michigan
$1.27K – – –
CAM
535
Creekmur Asset Management
Illinois
$1.11K – – –
HFM
536
Harvest Fund Management
China
$1K -$6.85K -233 -87%
CTC
537
Central Trust Company
Missouri
$511 +$511 +17 New
MFT
538
Moisand Fitzgerald Tamayo
Florida
$279 – – –
WBC
539
West Branch Capital
Massachusetts
$128 +$128 +4 New
TAM
540
Tucker Asset Management
Colorado
$124 – – –
TIM
541
Tortoise Investment Management
New York
$93 – – –
NFA
542
Northwest Financial Advisors
Virginia
$31 +$31 +1 New
Norges Bank
543
Norges Bank
Norway
– -$4.95B -168,288,869 Closed
Viking Global Investors
544
Viking Global Investors
Connecticut
– -$153M -5,186,506 Closed
Alyeska Investment Group
545
Alyeska Investment Group
Illinois
– -$21.9M -741,390 Closed
Toronto Dominion Bank
546
Toronto Dominion Bank
Ontario, Canada
– -$8.04M -272,309 Closed
AFWM
547
AMJ Financial Wealth Management
Virginia
– -$5.47M -185,183 Closed
T. Rowe Price Associates
548
T. Rowe Price Associates
Maryland
– -$2.63M -88,900 Closed
USGIU
549
U.S. Global Investors (USGI)
Texas
– -$2.01M -68,000 Closed
IHL
550
Investment House LLC
California
– -$1.91M -64,818 Closed
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