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UBS Group
UBS

Overview Fund Activity

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.97B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$756M
4
Invesco
4
Invesco
Georgia
$599M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$579M

Top Sellers

1
CA
1
Cullinan Associates
Kentucky
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$7.99M +$7.99M +468,800 New
RJA
52
Raymond James & Associates
Florida
$7.75M +$7.75M +448,228 New
WBC
53
Westpac Banking Corp
Australia
$7.7M +$7.7M +451,449 New
VOYA Investment Management
54
VOYA Investment Management
Georgia
$7.67M +$7.67M +445,930 New
CAM
55
Capstone Asset Management
Texas
$6.22M +$6.22M +364,829 New
FM
56
Forward Management
California
$5.52M +$5.52M +324,052 New
Massachusetts Financial Services
57
Massachusetts Financial Services
Massachusetts
$5.2M +$5.2M +305,050 New
NFA
58
Nationwide Fund Advisors
Ohio
$5.09M +$5.09M +298,230 New
FMT
59
First Mercantile Trust
Tennessee
$4.6M +$4.6M +269,633 New
DVM
60
Dreman Value Management
Florida
$4.07M +$4.07M +238,396 New
Jane Street
61
Jane Street
New York
$3.66M +$3.66M +214,568 New
WIS
62
Wright Investors Service
Connecticut
$3.54M +$3.54M +207,725 New
Barclays
63
Barclays
United Kingdom
$3.46M +$3.46M +203,726 New
WAM
64
World Asset Management
Michigan
$3.36M +$3.36M +197,032 New
Stifel Financial
65
Stifel Financial
Missouri
$3.1M +$3.1M +182,858 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$3.03M +$3.03M +177,535 New
CS
67
Credit Suisse
Switzerland
$3.01M +$3.01M +176,220 New
Natixis Advisors
68
Natixis Advisors
Massachusetts
$2.97M +$2.97M +174,004 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$2.39M +$2.39M +139,200 New
BIC
70
Beach Investment Counsel
Pennsylvania
$2.22M +$2.22M +130,200 New
BTS
71
BB&T Securities
Virginia
$2.22M +$2.22M +13,018 New
ECM
72
ETrade Capital Management
Virginia
$2.19M +$2.19M +128,200 New
Truist Financial
73
Truist Financial
North Carolina
$1.96M +$1.96M +115,132 New
LPL Financial
74
LPL Financial
California
$1.93M +$1.93M +112,934 New
CF
75
CNA Financial
Illinois
$1.9M +$1.9M +111,275 New
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