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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.54%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$858M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
SP
SIH Partners
Delaware
$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
551
Creekmur Asset Management
Illinois
$1.09K – – –
HFM
552
Harvest Fund Management
China
$1K – – –
AW
553
Avion Wealth
Texas
$1K – – –
LFG
554
Larson Financial Group
Missouri
$788 -$45.2K -1,493 -98%
NS
555
NBC Securities
Alabama
$519 -$523K -17,125 -100%
HNW
556
High Note Wealth
Minnesota
$394 +$394 +13 New
MFT
557
Moisand Fitzgerald Tamayo
Florida
$273 – – –
S
558
Sachetta
Massachusetts
$130 +$130 +4 New
TAM
559
Tucker Asset Management
Colorado
$121 – – –
TIM
560
Tortoise Investment Management
New York
$91 – – –
BIG
561
Brooklyn Investment Group
New York
$61 +$61 +2 New
RFG
562
REAP Financial Group
Texas
$15 +$15 +1 New
TAM
563
Todd Asset Management
Kentucky
– -$22.3M -720,210 Closed
VPI
564
Value Partners Investments
Manitoba, Canada
– -$19M -521,762 Closed
TRSOTSOK
565
Teachers Retirement System of the State of Kentucky
Kentucky
– -$12.8M -413,250 Closed
RA
566
Rovida Advisors
Florida
– -$9.24M -300,000 Closed
MOACM
567
Mutual of America Capital Management
New York
– -$8.92M -287,938 Closed
CSS
568
Cubist Systematic Strategies
Connecticut
– -$7.8M -252,246 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
569
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$6.14M -198,887 Closed
SG
570
Sienna Gestion
France
– -$5.75M -186,544 Closed
JWM
571
Jackson Wealth Management
Florida
– -$4.68M -151,529 Closed
Point72 Asset Management
572
Point72 Asset Management
Connecticut
– -$3.17M -102,700 Closed
PHK
573
Point72 Hong Kong
Hong Kong
– -$3.15M -101,962 Closed
Nomura Holdings
574
Nomura Holdings
Japan
– -$3.09M -100,025 Closed
IAIM
575
International Assets Investment Management
Florida
– -$3.2K -98,850 Closed
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