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UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$311M
2
UBS Group
2
UBS Group
Switzerland
$2.22B
3
Invesco
3
Invesco
Georgia
$85.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
1
Brandes Investment Partners
California
$35.9M
2
CS
2
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
3
Goldman Sachs
New York
$435M
4
GQG Partners
4
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$16M +$16M +1,041,574 New
AIM
77
Artemis Investment Management
United Kingdom
$15.2M -$2.98M -194,086 -16%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$15.1M +$260K +15,742 +2%
CC
79
Carlson Capital
Texas
$15M +$15M +978,700 New
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$14.9M -$5.5M -359,272 -27%
Fidelity International
81
Fidelity International
Bermuda
$14.1M +$3.85M +251,526 +38%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$13.6M +$13.2M +858,533 +3,157%
First Trust Advisors
83
First Trust Advisors
Illinois
$12.4M +$11.6M +757,152 +1,373%
Credit Agricole
84
Credit Agricole
France
$12.3M +$570K +37,133 +5%
JCM
85
Janney Capital Management
Pennsylvania
$11.1M -$70.1K -4,568 -0.6%
Millennium Management
86
Millennium Management
New York
$11M -$4.28M -279,001 -28%
EVM
87
Eaton Vance Management
Massachusetts
$10.4M -$51.7K -3,370 -0.5%
Nuveen Asset Management
88
Nuveen Asset Management
Illinois
$10.2M -$378K -24,652 -4%
RG
89
Renaissance Group
Kentucky
$9.87M -$791K -51,573 -7%
Marshall Wace
90
Marshall Wace
United Kingdom
$8.96M -$15M -980,090 -63%
VRS
91
Virginia Retirement Systems
Virginia
$8.39M -$425K -27,763 -5%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$8.23M +$240K +15,661 +3%
MWNA
93
Marshall Wace North America
New York
$8.13M +$8.13M +530,089 New
WBC
94
Westpac Banking Corp
Australia
$7.68M +$7.68M +501,505 New
CI
95
Capital International
California
$7.1M -$799K -52,203 -10%
CIS
96
Capital International Sarl
California
$7.02M -$310K -20,221 -4%
HJIM
97
Henry James International Management
New York
$6.48M – – –
LG
98
Leuthold Group
Minnesota
$6.39M -$117K -7,653 -2%
VPI
99
Value Partners Investments
Manitoba, Canada
$5.63M +$567K +36,978 +11%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$5.44M +$463K +30,206 +9%
2 3
4
5 6