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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$743M
2
GQG Partners
2
GQG Partners
Florida
$114M
3
CS
3
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
3
Dodge & Cox
California
$1.38B
4
SCCM
4
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
76
Millennium Management
New York
$15.5M +$9.38M +603,699 +153%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$15M -$535K -34,502 -3%
PNAA
78
Pictet North America Advisors
Switzerland
$14.4M – – –
TD Asset Management
79
TD Asset Management
Ontario, Canada
$14M +$14M +899,142 New
FP
80
Financial Perspectives
Minnesota
$12.5M +$11.7M +181,625 +1,453%
Credit Agricole
81
Credit Agricole
France
$11.9M -$710K -45,743 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
82
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.7M +$10.5M +673,007 +832%
JCM
83
Janney Capital Management
Pennsylvania
$11.3M +$219K +14,091 +2%
RG
84
Renaissance Group
Kentucky
$10.8M +$10.8M +694,643 New
Nuveen Asset Management
85
Nuveen Asset Management
Illinois
$10.7M -$20.3M -1,307,105 -65%
EVM
86
Eaton Vance Management
Massachusetts
$10.6M -$1.86K -120 -0%
Fidelity International
87
Fidelity International
Bermuda
$10.4M +$1.09M +70,386 +12%
VRS
88
Virginia Retirement Systems
Virginia
$8.95M – – –
VOYA Investment Management
89
VOYA Investment Management
Georgia
$8.11M -$84.2K -5,416 -1%
CI
90
Capital International
California
$8M +$1.05M +67,603 +15%
PCH
91
Polar Capital Holdings
United Kingdom
$7.82M +$2.25M +146,926 +40%
CIS
92
Capital International Sarl
California
$7.42M -$117K -7,580 -2%
LG
93
Leuthold Group
Minnesota
$6.59M -$591K -38,047 -8%
HJIM
94
Henry James International Management
New York
$6.56M – – –
CIM
95
Contravisory Investment Management
Massachusetts
$5.18M +$5.18M +333,685 New
VPI
96
Value Partners Investments
Manitoba, Canada
$5.13M -$1.19M -76,909 -19%
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
$5.12M +$909K +58,486 +22%
OAM
98
Oppenheimer Asset Management
New York
$5.06M -$402K -25,901 -7%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$5.04M +$1.28M +82,599 +34%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$4.74M -$1.45M -93,492 -23%
2 3
4
5 6