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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
ED
5
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$523M
2
CS
2
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$605M
4
UBS Group
4
UBS Group
Switzerland
$2.39B
5
BIP
5
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
51
Edmond de Rothschild Holding
Switzerland
$29.8M +$400K +23,440 +1%
TAM
52
Tocqueville Asset Management
New York
$29.2M +$3.61M +210,644 +14%
ACI
53
AMP Capital Investors
Australia
$29M +$494K +28,898 +2%
Millennium Management
54
Millennium Management
New York
$28.1M +$17.2M +1,002,396 +157%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.1M -$80.3K -4,692 -0.3%
RJA
56
Raymond James & Associates
Florida
$25M +$2.68M +156,849 +12%
SEI Investments
57
SEI Investments
Pennsylvania
$23.6M +$605K +35,289 +3%
AllianceBernstein
58
AllianceBernstein
Tennessee
$23.5M -$9.46M -551,584 -29%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$20M +$771K +44,939 +4%
CI
60
Capital International
California
$19M – – –
BAPIM
61
British Airways Pensions Investment Management
United Kingdom
$18.8M +$1.55M +90,515 +9%
Renaissance Technologies
62
Renaissance Technologies
New York
$18.6M +$1.15M +67,100 +7%
CGH
63
Crossmark Global Holdings
Texas
$18.1M +$18.1M +1,057,143 New
AG
64
Aperio Group
California
$17.7M +$1.3M +75,720 +8%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$17.5M +$314K +18,286 +2%
VRS
66
Virginia Retirement Systems
Virginia
$16.7M +$293K +17,147 +2%
ZIG
67
Zurich Insurance Group
Switzerland
$16.3M +$16.3M +953,254 New
PC
68
Polar Capital
United Kingdom
$15.9M +$6.13M +353,728 +63%
Caisse de Depot et Placement du Quebec (CDPQ)
69
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.5M +$306K +17,802 +2%
Aristotle Capital Management
70
Aristotle Capital Management
California
$13.4M -$206K -12,025 -2%
PP
71
PDT Partners
New York
$12.8M – – –
LAM
72
Lingohr Asset Management
Germany
$12.5M – – –
Ameriprise
73
Ameriprise
Minnesota
$11.3M +$976K +56,921 +9%
ACPU
74
Arrowgrass Capital Partners (US)
Delaware
$11M -$930K -56,170 -8%
CBOA
75
Commonwealth Bank of Australia
Australia
$10.1M +$547K +32,030 +6%
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