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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.01B
2
BIP
2
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
5
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$242K
2
Dodge & Cox
2
Dodge & Cox
California
$1.29B
3
CS
3
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
5
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
76
Janney Capital Management
Pennsylvania
$10.1M -$752K -53,233 -7%
EVM
77
Eaton Vance Management
Massachusetts
$9.61M +$17.5K +1,238 +0.2%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$9.12M – – –
Fidelity International
79
Fidelity International
Bermuda
$8.44M +$8.44M +599,522 New
O
80
Ossiam
France
$8.23M +$8.23M +583,014 New
VRS
81
Virginia Retirement Systems
Virginia
$8.12M – – –
VOYA Investment Management
82
VOYA Investment Management
Georgia
$7.43M -$649K -46,030 -8%
CIS
83
Capital International Sarl
California
$6.85M +$1.83M +129,672 +36%
WBC
84
Westpac Banking Corp
Australia
$6.84M +$880K +70,600 +15%
LG
85
Leuthold Group
Minnesota
$6.53M +$896K +63,382 +16%
CI
86
Capital International
California
$6.32M – – –
Stifel Financial
87
Stifel Financial
Missouri
$5.98M +$1.85M +130,603 +45%
HJIM
88
Henry James International Management
New York
$5.96M +$495K +35,000 +9%
VPI
89
Value Partners Investments
Manitoba, Canada
$5.76M -$34K -2,403 -0.6%
ED
90
Exane Derivatives
France
$5.65M -$5.89M -415,488 -51%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$5.63M +$73.9K +5,227 +1%
Millennium Management
92
Millennium Management
New York
$5.59M +$5M +353,759 +846%
OAM
93
Oppenheimer Asset Management
New York
$4.97M -$433K -30,643 -8%
PCH
94
Polar Capital Holdings
United Kingdom
$4.75M +$4.75M +363,292 New
Bank Julius Baer & Co
95
Bank Julius Baer & Co
Switzerland
$4.26M +$1.08M +76,664 +34%
CGH
96
Crossmark Global Holdings
Texas
$4.21M +$58.3K +4,123 +1%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$4.03M +$2.54M +179,684 +170%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3.86M +$3.76M +266,380 +4,131%
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
$3.82M -$667K -47,245 -15%
MIM
100
MetLife Investment Management
New Jersey
$3.72M – – –
2 3
4
5 6