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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$3.42B
2
Capital World Investors
2
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$411M
4
Bank of America
4
Bank of America
North Carolina
$346M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.31B
2
PL
2
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.8M -$49.7M -2,455,484 -56%
Northern Trust
52
Northern Trust
Illinois
$38.7M -$532K -26,225 -1%
BPC
53
Banque Pictet & Cie
Switzerland
$36.7M -$2.66M -131,710 -7%
BTCPP
54
Border to Coast Pensions Partnership
United Kingdom
$35.6M +$35.6M +1,762,882 New
Invesco
55
Invesco
Georgia
$34.3M -$27.9M -1,376,420 -45%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31.8M -$502K -24,797 -2%
BIP
57
Brandes Investment Partners
California
$31.3M -$584K -28,816 -2%
BDCM
58
Black Diamond Capital Management
Connecticut
$31.2M – – –
TAM
59
Todd Asset Management
Kentucky
$31M -$13.7M -677,363 -31%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$28.8M +$28.8M +1,425,406 New
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.6M -$710K -35,312 -2%
Optiver Holding
62
Optiver Holding
Netherlands
$28.1M +$28.1M +1,387,839 New
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$26.5M +$25.5M +1,256,871 +2,485%
QOP
64
Quinn Opportunity Partners
Virginia
$23.3M +$11.6M +571,878 +99%
Jane Street
65
Jane Street
New York
$22.6M +$21.6M +1,067,131 +2,195%
LCS
66
Levin Capital Strategies
New York
$22.4M +$9.1M +448,832 +69%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$22.3M -$71.3M -3,517,273 -76%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$20.1M -$1.22M -60,274 -6%
Renaissance Technologies
69
Renaissance Technologies
New York
$20.1M +$20.1M +993,412 New
JAM
70
Jupiter Asset Management
United Kingdom
$19M -$17.8M -879,272 -48%
RJA
71
Raymond James & Associates
Florida
$18.7M -$3.16M -155,837 -14%
Wells Fargo
72
Wells Fargo
California
$18.1M -$134K -6,617 -0.7%
SIG
73
Senator Investment Group
New York
$17.4M +$203K +10,000 +1%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$17.3M +$17.3M +854,338 New
SFI
75
Susquehanna Fundamental Investments
Pennsylvania
$17M -$15.2M -751,880 -47%
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