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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$841M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
5
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.18B
2
CS
2
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
51
Clark Capital Management Group
Pennsylvania
$37.1M +$7.31M +391,633 +25%
Northern Trust
52
Northern Trust
Illinois
$35.7M -$2.29M -122,410 -6%
BPC
53
Banque Pictet & Cie
Switzerland
$34.1M -$20M -1,073,088 -37%
CLOS
54
Compagnie Lombard Odier SCmA
Switzerland
$33.8M +$4.12M +221,590 +14%
BTCPP
55
Border to Coast Pensions Partnership
United Kingdom
$33.2M +$1.1M +59,242 +3%
SFI
56
Susquehanna Fundamental Investments
Pennsylvania
$29.7M +$6.84M +366,996 +30%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.3M -$10.4M -557,452 -27%
ZIG
58
Zurich Insurance Group
Switzerland
$28.3M -$5.91M -317,431 -17%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M -$1.42M -75,948 -5%
TRSOTSOK
60
Teachers Retirement System of the State of Kentucky
Kentucky
$25.4M +$44.8K +2,400 +0.2%
RJA
61
Raymond James & Associates
Florida
$23.8M -$1.43M -76,353 -6%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$23.7M -$2.45M -131,057 -9%
Wells Fargo
63
Wells Fargo
California
$22.1M -$1.4M -75,252 -6%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$21.6M -$9.18M -491,910 -30%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$19.7M -$11.1M -596,230 -36%
EDRH
66
Edmond de Rothschild Holding
Switzerland
$19.2M -$996K -53,428 -5%
BDCM
67
Black Diamond Capital Management
Connecticut
$19.2M -$4.48M -240,000 -19%
EAM
68
Exane Asset Management
France
$17.3M -$26.2M -1,408,831 -60%
Franklin Resources
69
Franklin Resources
California
$17.2M -$5.58M -300,173 -25%
JAM
70
Jupiter Asset Management
United Kingdom
$16.9M -$11.9M -640,517 -41%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$14.6M +$1.07M +57,754 +8%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$14.5M -$271K -14,529 -2%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$14.1M -$958K -51,500 -6%
UIM
74
USS Investment Management
United Kingdom
$14M – – –
AllianceBernstein
75
AllianceBernstein
Tennessee
$13.8M -$1.41M -75,545 -9%
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