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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.39B
3
CS
3
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
4
Franklin Resources
California
$981M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.47B
2
Bank of America
2
Bank of America
North Carolina
$116M
3
MME
3
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
76
Polar Capital
United Kingdom
$9.61M +$4.35M +255,769 +83%
CBOA
77
Commonwealth Bank of Australia
Australia
$9.52M -$58.1K -3,426 -0.6%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$8.43M -$95K -5,595 -1%
ED
79
Exane Derivatives
France
$8.27M +$8.27M +487,870 New
Calamos Advisors
80
Calamos Advisors
Illinois
$7.54M +$2.39M +140,800 +46%
OAM
81
Oppenheimer Asset Management
New York
$7.42M +$1.22M +71,630 +20%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$7M -$17.8K -1,047 -0.3%
FPF
83
FNY Partners Fund
New York
$6.72M +$2.23M +131,210 +50%
Fidelity International
84
Fidelity International
Bermuda
$6.42M -$489K -28,887 -7%
DPIM
85
Duff & Phelps Investment Management
Illinois
$6.37M +$6.37M +374,899 New
CIS
86
Capital International Sarl
California
$6.05M -$1.1M -64,647 -15%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$6.05M +$170K +10,024 +3%
Stifel Financial
88
Stifel Financial
Missouri
$5.75M +$484K +28,419 +9%
RGI
89
River Global Investors
United Kingdom
$4.91M -$168K -9,890 -3%
HCM
90
Highbridge Capital Management
New York
$4.77M +$554K +32,638 +13%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$4.36M +$4.36M +256,574 New
SG Americas Securities
92
SG Americas Securities
New York
$4.27M +$731K +43,023 +21%
EAM
93
Exane Asset Management
France
$4.24M -$11.1M -657,464 -72%
WAM
94
World Asset Management
Michigan
$3.85M -$223K -13,120 -5%
Comerica Bank
95
Comerica Bank
Texas
$3.83M -$289K -15,983 -7%
LMGAM
96
Liberty Mutual Group Asset Management
Massachusetts
$3.69M +$1.18M +69,810 +47%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$3.46M +$196K +11,561 +6%
BC
98
Brinker Capital
Pennsylvania
$3M +$1.52M +89,622 +103%
EGM
99
Engineers Gate Manager
New York
$2.79M +$2.79M +164,514 New
William Blair & Company
100
William Blair & Company
Illinois
$2.7M +$251K +14,760 +10%
2 3
4
5 6