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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$829M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.2B
4
Norges Bank
4
Norges Bank
Norway
$4.4B
5
Amundi
5
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.38B
2
CS
2
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
4
Deutsche Bank
Germany
$416M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$45.9M -$6.82M -263,707 -13%
Invesco
52
Invesco
Georgia
$45.2M +$3.47M +140,677 +8%
BTCPP
53
Border to Coast Pensions Partnership
United Kingdom
$44.9M +$1.34M +54,329 +3%
TIM
54
Thornburg Investment Management
New Mexico
$39.8M -$30.5M -1,228,000 -43%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$39.2M +$221K +8,910 +0.6%
BDCM
56
Black Diamond Capital Management
Connecticut
$37.9M – – –
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.7M +$1.43M +57,824 +4%
TAM
58
Todd Asset Management
Kentucky
$33.8M -$3.85M -156,198 -10%
BIP
59
Brandes Investment Partners
California
$31.9M -$6.23M -252,600 -16%
PC
60
PointState Capital
New York
$30.1M +$20.9M +847,486 +227%
SIS
61
Susquehanna International Securities
Ireland
$28.8M +$28.1M +1,138,778 +4,100%
LCS
62
Levin Capital Strategies
New York
$26.6M -$643K -26,072 -2%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$26.4M -$8.94M -360,420 -25%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$26.3M +$1.65M +66,441 +7%
QOP
65
Quinn Opportunity Partners
Virginia
$25M -$3.32M -134,500 -12%
RJA
66
Raymond James & Associates
Florida
$23.8M +$1.01M +41,051 +4%
KLCMU
67
Kite Lake Capital Management (UK)
United Kingdom
$23.6M +$8.75M +352,883 +59%
BPC
68
Banque Pictet & Cie
Switzerland
$22.5M -$22.5M -905,403 -50%
JAM
69
Jupiter Asset Management
United Kingdom
$22.3M -$924K -37,258 -4%
ZIG
70
Zurich Insurance Group
Switzerland
$22.3M +$7.75M +312,346 +53%
Wells Fargo
71
Wells Fargo
California
$21.1M -$863K -35,001 -4%
American Century Companies
72
American Century Companies
Missouri
$21.1M +$2.29M +93,081 +12%
SIG
73
Senator Investment Group
New York
$21M -$247K -10,000 -1%
Renaissance Technologies
74
Renaissance Technologies
New York
$20.7M -$3.83M -155,421 -16%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$19.8M -$7.39M -299,767 -27%
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