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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
2
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$623M
5
O
5
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
4
DZ Bank
Germany
$8.42M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
51
ClearBridge Investments
New York
$27.9M +$395K +32,581 +1%
TAM
52
Tocqueville Asset Management
New York
$24.3M -$684K -56,500 -3%
Calamos Advisors
53
Calamos Advisors
Illinois
$24M – – –
O
54
Ossiam
France
$23.1M +$23.1M +1,905,547 New
GH
55
GAM Holding
Switzerland
$23M -$4.11M -338,417 -15%
ACI
56
AMP Capital Investors
Australia
$22.2M +$4.02M +336,916 +22%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$22M -$16.5M -1,360,739 -43%
RJA
58
Raymond James & Associates
Florida
$21.1M +$4.96M +408,629 +31%
Renaissance Technologies
59
Renaissance Technologies
New York
$20.6M +$16.2M +1,335,100 +362%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.5M +$240K +19,805 +1%
Capital International Investors
61
Capital International Investors
California
$16.3M – – –
AllianceBernstein
62
AllianceBernstein
Tennessee
$13.6M -$364K -30,030 -3%
Aviva
63
Aviva
United Kingdom
$13.6M -$13.3M -1,094,810 -49%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$12.9M -$957K -79,012 -7%
TIM
65
Thornburg Investment Management
New Mexico
$12.8M +$12.8M +1,056,192 New
TAM
66
Todd Asset Management
Kentucky
$12.5M -$5.36M -442,695 -30%
EDRH
67
Edmond de Rothschild Holding
Switzerland
$12.2M -$400K -32,996 -3%
BAPIM
68
British Airways Pensions Investment Management
United Kingdom
$11.9M – – –
AG
69
Aperio Group
California
$11.9M -$235K -19,368 -2%
ED
70
Exane Derivatives
France
$11.2M +$11.2M +919,334 New
AQR Capital Management
71
AQR Capital Management
Connecticut
$11M +$9.7M +799,452 +722%
ZIG
72
Zurich Insurance Group
Switzerland
$10.7M -$664K -54,782 -6%
DG
73
Delek Group
Israel
$10.6M – – –
JCM
74
Janney Capital Management
Pennsylvania
$10.6M +$465K +38,431 +5%
Credit Agricole
75
Credit Agricole
France
$10.2M -$7.38M -609,719 -42%
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