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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
51
Brandes Investment Partners
California
$32.5M -$1.4M -86,174 -4%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$31.1M +$3M +185,016 +11%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.1M +$74.9K +4,657 +0.3%
BTCPP
54
Border to Coast Pensions Partnership
United Kingdom
$27.8M +$3.13M +194,108 +13%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$26.7M +$5.78M +356,620 +28%
CCMG
56
Clark Capital Management Group
Pennsylvania
$25.1M +$1.18M +72,675 +5%
JAM
57
Jupiter Asset Management
United Kingdom
$23.9M -$6.57M -408,469 -22%
RJA
58
Raymond James & Associates
Florida
$23.3M -$689K -42,474 -3%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.2M -$1.72M -106,736 -7%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$22.8M -$330K -20,327 -1%
UIM
61
USS Investment Management
United Kingdom
$22.7M -$9.73M -603,209 -30%
Wells Fargo
62
Wells Fargo
California
$21.6M -$16.9M -1,044,815 -44%
Franklin Resources
63
Franklin Resources
California
$20.6M -$10.1M -627,097 -33%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$18.6M +$17M +1,047,324 +1,071%
TAM
65
Tocqueville Asset Management
New York
$18.3M -$981K -60,503 -5%
EDRH
66
Edmond de Rothschild Holding
Switzerland
$17.7M +$341K +21,264 +2%
Jane Street
67
Jane Street
New York
$16.6M +$1.6M +99,386 +11%
AIM
68
Artemis Investment Management
United Kingdom
$15.9M -$3.62M -224,493 -19%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$15.4M +$281K +17,416 +2%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$14.2M +$1.07M +66,603 +8%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$13.5M -$324K -20,133 -2%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$13.2M +$41.4K +2,584 +0.3%
BDCM
73
Black Diamond Capital Management
Connecticut
$13.2M – – –
AllianceBernstein
74
AllianceBernstein
Tennessee
$13.1M -$18.3M -1,129,419 -58%
PNAA
75
Pictet North America Advisors
Switzerland
$11.7M +$1.36M +84,419 +13%
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