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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
ARGA Investment Management
Connecticut
$22.7M +$22.3M +1,990,671 +5,540%
Aristotle Capital Management
52
Aristotle Capital Management
California
$22.7M +$2.83M +254,218 +14%
CII
53
Capital International Inc
California
$21.1M +$3.04M +271,596 +17%
AG
54
Aperio Group
California
$20.6M +$331K +29,686 +2%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.6M -$11.2K -1,000 -0.1%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$19.3M +$1.51M +135,427 +8%
OAMG
57
Odey Asset Management Group
United Kingdom
$18.8M -$460K -41,260 -2%
Wells Fargo
58
Wells Fargo
California
$18.1M +$571K +51,214 +3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$17.5M -$2.33M -207,256 -12%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$16.7M -$936K -83,522 -5%
ACI
61
AMP Capital Investors
Australia
$16.3M -$3.34M -302,871 -17%
RJA
62
Raymond James & Associates
Florida
$14.5M -$2.39M -213,351 -14%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$13.2M -$3.17M -284,151 -19%
TAM
64
Todd Asset Management
Kentucky
$11.7M +$1.8M +161,045 +18%
AllianceBernstein
65
AllianceBernstein
Tennessee
$11.5M -$31.9K -2,859 -0.3%
Aviva
66
Aviva
United Kingdom
$10.9M +$132K +11,801 +1%
EDRH
67
Edmond de Rothschild Holding
Switzerland
$10.5M +$159K +14,263 +2%
PNAA
68
Pictet North America Advisors
Switzerland
$10.4M -$237K -21,170 -2%
ZIG
69
Zurich Insurance Group
Switzerland
$9.13M -$5.4M -480,648 -37%
ED
70
Exane Derivatives
France
$9.09M -$3.63M -325,611 -29%
MWA
71
Marshall Wace Asia
Hong Kong
$8.89M -$25.8M -2,304,574 -74%
AIM
72
Artemis Investment Management
United Kingdom
$8.76M +$5.4M +482,319 +161%
JCM
73
Janney Capital Management
Pennsylvania
$8.56M -$665K -59,679 -7%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$8.24M -$132K -11,850 -2%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$7.98M +$30.8K +2,745 +0.4%
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3
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