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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
JGGDR
551
JGP Global Gestao de Recursos
Brazil
-$264K -10,723 Closed
CL
552
CSS LLC
Illinois
-$253K -10,249 Closed
IAIM
553
International Assets Investment Management
Florida
-$243K -9,992 Closed
EGM
554
Engineers Gate Manager
New York
-$217K -8,786 Closed
SC
555
Savant Capital
Illinois
-$205K -8,332 Closed
JF
556
Jump Financial
Illinois
-$203K -8,242 Closed
CA
557
Continental Advisors
Utah
-$201K -8,163 Closed
SG Americas Securities
558
SG Americas Securities
New York
-$128K -5,199 Closed
SOW
559
State of Wyoming
Wyoming
-$82.4K -3,343 Closed
TJHA
560
Thomas J. Herzfeld Advisors
Florida
-$49.3K -2,000 Closed
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
-$33K -1,340 Closed
SVCP
562
Silicon Valley Capital Partners
California
-$15.2K -615 Closed
EARNEST Partners
563
EARNEST Partners
Georgia
-$12.5K -552 Closed
WWP
564
WR Wealth Planners
Missouri
-$11.4K -462 Closed
OP
565
ORG Partners
Indiana
-$2.1K -85 Closed
PLU
566
Performa Ltd (US)
South Carolina
-$1.85K -75 Closed
NIC
567
Northwest Investment Counselors
Oregon
-$1.6K -65 Closed
HFM
568
Hartford Financial Management
Connecticut
-$1.09K -44 Closed
SC
569
Stephens Consulting
Michigan
-$74 -3 Closed