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UBS Group
UBS

Overview Fund Activity

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.97B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$756M
4
Invesco
4
Invesco
Georgia
$599M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$579M

Top Sellers

1
CA
1
Cullinan Associates
Kentucky
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MUFG Americas
New York
$1.77M +$1.77M +103,925 New
FA
77
FDx Advisors
Illinois
$1.77M +$1.77M +103,892 New
BCM
78
BTR Capital Management
California
$1.75M +$1.75M +102,730 New
ARTA
79
A.R.T. Advisors
New York
$1.62M +$1.62M +95,249 New
ICM
80
ICC Capital Management
Florida
$1.42M +$1.42M +83,476 New
BP
81
BBR Partners
New York
$1.06M +$1.06M +62,357 New
HGI
82
Hansberger Growth Investors
Wisconsin
$917K +$917K +53,780 New
SCM
83
SOL Capital Management
Maryland
$909K +$909K +53,300 New
CA
84
Cullinan Associates
Kentucky
$852K -$852K -50,000 -50%
EVM
85
Eaton Vance Management
Massachusetts
$807K +$807K +47,321 New
AG
86
Aperio Group
California
$797K +$797K +46,765 New
DADC
87
D.A. Davidson & Co
Montana
$706K +$706K +41,448 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$697K +$697K +40,886 New
GT
89
Glenmede Trust
Pennsylvania
$678K +$678K +39,846 New
1GA
90
1st Global Advisors
Texas
$667K +$667K +39,099 New
AT
91
Arden Trust
Delaware
$664K +$664K +38,978 New
Geode Capital Management
92
Geode Capital Management
Massachusetts
$627K +$627K +36,806 New
Two Sigma Investments
93
Two Sigma Investments
New York
$593K +$593K +34,766 New
ONB
94
Old National Bancorp
Indiana
$555K +$555K +32,551 New
VKH
95
Virtu KCG Holdings
New York
$511K +$511K +29,943 New
NP
96
NorthRock Partners
Minnesota
$506K +$506K +29,668 New
COI
97
Connable Office Inc
Michigan
$499K +$499K +29,256 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$451K +$451K +26,423 New
ANI
99
American National Insurance
Texas
$448K +$448K +27,120 New
LMAM
100
Legg Mason Asset Management
Japan
$442K +$442K +25,921 New
2 3
4
5 6