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UBS Group
UBS

Overview Fund Activity

234 hedge funds and large institutions have $19.4B invested in UBS Group in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
6.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
63
Increased
91
Reduced
65
Closed
30
Calls
$339M
Puts
$231M
Net Calls
+$108M
Net Calls Change
-$35.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.2B
2
Dodge & Cox
2
Dodge & Cox
California
$566M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$647M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.29B

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$62.8M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M
3
Fidelity International
3
Fidelity International
Bermuda
$536M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$146M
5
UBS Group
5
UBS Group
Switzerland
$1.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$33.8M -$1.98M -107,300 -6%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$32.9M +$2M +107,821 +6%
BAPIM
53
British Airways Pensions Investment Management
United Kingdom
$32.2M +$4.27M +231,485 +15%
PPA
54
Parametric Portfolio Associates
Washington
$32.1M +$2.64M +142,785 +9%
CI
55
Clal Insurance
Israel
$25.7M – – –
CCM
56
Causeway Capital Management
California
$23.5M -$99.2K -5,355 -0.4%
MME
57
Meag Munich Ergo
Germany
$22.1M +$9.25M +500,776 +72%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$21.9M +$14.1M +765,438 +180%
Citigroup
59
Citigroup
New York
$21.5M -$13.4M -728,046 -38%
EDRS
60
Edmond de Rothschild (Suisse)
Switzerland
$21.3M +$2.38M +128,805 +13%
AG
61
Aperio Group
California
$19M +$16.2M +874,454 +580%
OCAM
62
Onex Canada Asset Management
Ontario, Canada
$18.4M +$4.29M +310,000 +30%
Renaissance Technologies
63
Renaissance Technologies
New York
$14.9M +$12.2M +659,411 +456%
RJA
64
Raymond James & Associates
Florida
$14.7M +$1.04M +56,331 +8%
CT
65
Cambridge Trust
Massachusetts
$13.5M +$192K +10,345 +1%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$12.8M +$1.76M +94,883 +16%
Brown Advisory
67
Brown Advisory
Maryland
$12M +$12M +649,939 New
QI
68
QS Investors
New York
$11.7M +$209K +11,297 +2%
TAM
69
Todd Asset Management
Kentucky
$11.6M +$3.12M +168,672 +37%
VRS
70
Virginia Retirement Systems
Virginia
$10.3M +$587K +31,840 +6%
AIU
71
Algebris Investments (UK)
United Kingdom
$10M +$10M +541,975 New
ZA
72
Zweig Advisers
Connecticut
$9.98M +$9.98M +539,000 New
PC
73
Polar Capital
United Kingdom
$9.67M +$270K +14,323 +3%
TRSOTSOK
74
Teachers Retirement System of the State of Kentucky
Kentucky
$9.67M +$2.65M +143,000 +38%
CAM
75
Capstone Asset Management
Texas
$9.31M +$284K +15,359 +3%
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