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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$635M
2
Credit Agricole
2
Credit Agricole
France
$238M
3
Deutsche Bank
3
Deutsche Bank
Germany
$384M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$67.1M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.63B
2
Invesco
2
Invesco
Georgia
$583M
3
Axa
3
Axa
France
$51.8M
4
CS
4
Credit Suisse
Switzerland
$1.38B
5
Fidelity International
5
Fidelity International
Bermuda
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
76
Fidelity International
Bermuda
$6.53M 407,833 -2,845,537 -87%
CCM
77
Causeway Capital Management
California
$6.07M 380,798 +2,334 +0.6%
OAM
78
Oppenheimer Asset Management
New York
$5.83M 365,611 +365,611 New
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$5.52M 345,947 -3,680 -1%
PC
80
Polar Capital
United Kingdom
$5.19M 309,000 +5,500 +2%
Massachusetts Financial Services
81
Massachusetts Financial Services
Massachusetts
$5.1M 319,650 -2,625 -0.8%
Stifel Financial
82
Stifel Financial
Missouri
$4.94M 309,262 +22,191 +8%
Calamos Advisors
83
Calamos Advisors
Illinois
$4.84M 303,500 +193,500 +176%
RGI
84
River Global Investors
United Kingdom
$4.8M 299,780 +7,237 +2%
Nuveen Asset Management
85
Nuveen Asset Management
Illinois
$4.54M 284,497 -553,528 -66%
FPF
86
FNY Partners Fund
New York
$4.22M 264,321 +264,321 New
HCM
87
Highbridge Capital Management
New York
$3.98M 248,629 +228,629 +1,143%
WAM
88
World Asset Management
Michigan
$3.82M 239,570 +3,380 +1%
Comerica Bank
89
Comerica Bank
Texas
$3.82M 228,039 +2,617 +1%
SG Americas Securities
90
SG Americas Securities
New York
$3.32M 208,388 +112,103 +116%
PCM
91
Portolan Capital Management
Massachusetts
$3.31M 207,522 -128,893 -38%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$3.06M 191,994 +139,570 +266%
ARTA
93
A.R.T. Advisors
New York
$3.01M 188,600 +188,600 New
Kayne Anderson Rudnick Investment Management
94
Kayne Anderson Rudnick Investment Management
California
$2.92M 182,985 +182,985 New
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$2.81M 176,411 +120,267 +214%
FM
96
Forward Management
California
$2.43M 152,063 -28,934 -16%
LMGAM
97
Liberty Mutual Group Asset Management
Massachusetts
$2.36M 147,566 +35,940 +32%
CII
98
Capital International Inc
California
$2.31M 144,174 – –
William Blair & Company
99
William Blair & Company
Illinois
$2.3M 144,452 +23,922 +20%
SEI Investments
100
SEI Investments
Pennsylvania
$2.18M 136,807 -1,178,079 -90%
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4
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