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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
76
Eaton Vance Management
Massachusetts
$7.57M +$1.32K +118 +0%
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$7.2M +$1M +90,000 +16%
PFM
78
Premier Fund Managers
United Kingdom
$7.08M -$2.35M -212,800 -25%
TIM
79
Thornburg Investment Management
New Mexico
$7.06M -$141K -12,602 -2%
VRS
80
Virginia Retirement Systems
Virginia
$6.45M +$36.8K +3,286 +0.6%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$6.42M -$4.37K -390 -0.1%
Credit Agricole
82
Credit Agricole
France
$6.08M -$11.7K -1,052 -0.2%
EAM
83
Exane Asset Management
France
$6.03M -$925K -82,705 -13%
TAM
84
Tocqueville Asset Management
New York
$5.98M -$78K -7,000 -1%
CI
85
Capital International
California
$5.02M +$1.99M +177,679 +66%
WBC
86
Westpac Banking Corp
Australia
$4.92M -$91.7K -8,900 -2%
VPI
87
Value Partners Investments
Manitoba, Canada
$4.57M +$2.23M +199,600 +95%
SIS
88
Susquehanna International Securities
Ireland
$4.57M +$52.4K +4,700 +1%
Two Sigma Advisers
89
Two Sigma Advisers
New York
$4.46M +$260K +23,350 +6%
AC
90
Athanor Capital
New York
$4.45M +$1.47M +131,605 +49%
LG
91
Leuthold Group
Minnesota
$4.45M -$33.7K -3,026 -0.8%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$4.39M -$51.5K -4,620 -1%
HJIM
93
Henry James International Management
New York
$4.32M +$1.92M +172,000 +80%
OAM
94
Oppenheimer Asset Management
New York
$4.26M -$86.8K -7,784 -2%
PC
95
Polar Capital
United Kingdom
$4M +$118K +10,910 +3%
CIS
96
Capital International Sarl
California
$3.99M +$1.24M +111,184 +45%
Ameriprise
97
Ameriprise
Minnesota
$3.76M -$389K -36,740 -9%
Assenagon Asset Management
98
Assenagon Asset Management
Luxembourg
$3.57M +$179K +15,986 +5%
Calamos Advisors
99
Calamos Advisors
Illinois
$3.5M +$1.07M +96,172 +44%
CGH
100
Crossmark Global Holdings
Texas
$3.27M -$62.7K -5,624 -2%
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4
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