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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 %
HCS
551
Himension Capital (Singapore)
Singapore
– -$1.53M -51,837 Closed
CCIA
552
Campbell & Co Investment Adviser
Maryland
– -$1.26M -42,518 Closed
Balyasny Asset Management
553
Balyasny Asset Management
Illinois
– -$1.22M -41,238 Closed
BCM
554
Bayesian Capital Management
New York
– -$939K -31,800 Closed
MCM
555
MAI Capital Management
Ohio
– -$935K -31,641 Closed
Tudor Investment Corp
556
Tudor Investment Corp
Connecticut
– -$772K -26,119 Closed
SM
557
Sciencast Management
New Jersey
– -$614K -20,789 Closed
HF
558
HRT Financial
New York
– -$463K -15,703 Closed
GC
559
Guggenheim Capital
Illinois
– -$460K -15,577 Closed
FRM
560
Fox Run Management
Connecticut
– -$449K -15,186 Closed
SW
561
SVB Wealth
Massachusetts
– -$431K -14,585 Closed
TSS
562
Two Sigma Securities
New York
– -$407K -13,766 Closed
WS
563
Wedbush Securities
California
– -$383K -12,967 Closed
QCM
564
Qsemble Capital Management
New York
– -$374K -12,668 Closed
SRL
565
Scientech Research LLC
New Jersey
– -$371K -12,562 Closed
Mitsubishi UFJ Trust & Banking
566
Mitsubishi UFJ Trust & Banking
Japan
– -$344K -11,480 Closed
SW
567
Simplicity Wealth
New Jersey
– -$311K -10,527 Closed
GI
568
GAMCO Investors
Connecticut
– -$297K -10,070 Closed
G
569
GenTrust
Florida
– -$293K -9,918 Closed
Millennium Management
570
Millennium Management
New York
– -$280K -9,495 Closed
LFA
571
Legacy Financial Advisors
Kentucky
– -$273K -9,256 Closed
EGM
572
Engineers Gate Manager
New York
– -$267K -9,036 Closed
CAM
573
Cozad Asset Management
Illinois
– -$245K -8,286 Closed
RAM
574
Readystate Asset Management
Illinois
– -$222K -7,511 Closed
OFS
575
OneAscent Financial Services
Alabama
– -$221K -7,471 Closed
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