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UBS Group
UBS

Overview Fund Activity

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M

Top Buyers

1
CCI
1
Cevian Capital II
Jersey
$1.35B
2
UBS Group
2
UBS Group
Switzerland
$4.18B
3
Pzena Investment Management
3
Pzena Investment Management
New York
$787M
4
Morgan Stanley
4
Morgan Stanley
New York
$755M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$375M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.86B
2
Norges Bank
2
Norges Bank
Norway
$5B
3
Bank of America
3
Bank of America
North Carolina
$342M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.16B
5
Amundi
5
Amundi
France
$517M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFO
51
Duquesne Family Office
New York
$74.9M +$7.17M +231,290 +11%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$68.9M +$652K +21,101 +1%
CLOS
53
Compagnie Lombard Odier SCmA
Switzerland
$65.8M -$6.6M -212,854 -9%
Invesco
54
Invesco
Georgia
$61M +$4.3M +139,247 +8%
Canada Life
55
Canada Life
Manitoba, Canada
$60.5M -$5.65M -183,052 -9%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$60.2M +$35.5M +1,148,017 +143%
BIP
57
Brandes Investment Partners
California
$60.2M +$20.2M +654,236 +51%
BTCPP
58
Border to Coast Pensions Partnership
United Kingdom
$56.4M – – –
Coatue Management
59
Coatue Management
New York
$55M +$55M +1,778,323 New
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.1M +$1.07M +34,519 +2%
Axa
61
Axa
France
$47.3M -$23.3M -753,465 -33%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$45.7M +$12.7M +409,464 +38%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.5M -$250K -8,083 -0.5%
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$43.3M +$43.3M +1,401,941 New
Marshall Wace
65
Marshall Wace
United Kingdom
$42.3M +$42.3M +1,364,689 New
TAM
66
Todd Asset Management
Kentucky
$41.3M -$1.11M -35,800 -3%
Credit Agricole
67
Credit Agricole
France
$39.5M +$30.1M +975,483 +324%
LCS
68
Levin Capital Strategies
New York
$35.7M +$2.41M +78,067 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.8M +$18M +581,844 +140%
RJA
70
Raymond James & Associates
Florida
$28.1M -$1.73M -55,888 -6%
American Century Companies
71
American Century Companies
Missouri
$27.8M +$1.38M +44,760 +5%
SIS
72
Susquehanna International Securities
Ireland
$27.5M -$8.56M -277,103 -24%
ZIG
73
Zurich Insurance Group
Switzerland
$26.6M -$1.31M -42,383 -5%
SIG
74
Senator Investment Group
New York
$26.3M – – –
Franklin Resources
75
Franklin Resources
California
$26.1M +$11.4M +366,082 +77%
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