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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBOA
76
Commonwealth Bank of Australia
Australia
$7.77M +$607K +48,840 +8%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$7.03M +$307K +24,808 +5%
RGI
78
River Global Investors
United Kingdom
$6.96M +$1.81M +145,749 +35%
Fidelity International
79
Fidelity International
Bermuda
$6.7M +$1.72M +138,358 +35%
VRS
80
Virginia Retirement Systems
Virginia
$5.95M -$245K -19,752 -4%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$5.86M +$2.67M +214,949 +84%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$5.84M +$103K +8,272 +2%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$5.66M +$4.95M +399,960 +700%
VIP
84
Vantage Investment Partners
Missouri
$5.65M – – –
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$5.25M +$5.25M +423,988 New
Aristotle Capital Management
86
Aristotle Capital Management
California
$5.22M -$1.24M -100,278 -19%
Stifel Financial
87
Stifel Financial
Missouri
$5.18M -$297K -23,971 -5%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$4.9M +$3.3M +266,244 +206%
OTPPB
89
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.67M +$3.83M +307,663 +454%
Renaissance Technologies
90
Renaissance Technologies
New York
$4.57M -$2.54M -205,400 -36%
DPIM
91
Duff & Phelps Investment Management
Illinois
$4.3M -$336K -27,176 -7%
Marshall Wace
92
Marshall Wace
United Kingdom
$4.11M +$4.11M +331,497 New
CGH
93
Crossmark Global Holdings
Texas
$4.04M -$67.4K -5,443 -2%
OAM
94
Oppenheimer Asset Management
New York
$3.95M -$542K -43,756 -12%
FWCM
95
Ferguson Wellman Capital Management
Oregon
$3.79M -$1.79M -144,715 -32%
William Blair & Company
96
William Blair & Company
Illinois
$3.27M -$202K -16,318 -6%
EGM
97
Engineers Gate Manager
New York
$3.09M +$3.09M +249,553 New
Comerica Bank
98
Comerica Bank
Texas
$2.91M +$55.5K +4,266 +2%
SCM
99
Stevens Capital Management
Pennsylvania
$2.46M +$520K +42,008 +27%
Canada Life
100
Canada Life
Manitoba, Canada
$2.24M -$1.89M -151,331 -46%
2 3
4
5 6