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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
76
Janney Capital Management
Pennsylvania
$11.6M -$5.09K -314 -0%
CGPCS
77
Capital Group Private Client Services
California
$11.3M -$16.7M -1,033,411 -59%
Credit Agricole
78
Credit Agricole
France
$10.7M -$17.6M -1,083,106 -62%
EVM
79
Eaton Vance Management
Massachusetts
$10.6M -$1.1M -67,803 -9%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$10.5M +$3.35M +208,153 +47%
Calamos Advisors
81
Calamos Advisors
Illinois
$9.9M -$7.83M -482,928 -44%
LGF
82
LGT Group Foundation
Liechtenstein
$9.84M +$508K +31,542 +5%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$8.35M +$8.35M +514,463 New
VOYA Investment Management
84
VOYA Investment Management
Georgia
$8.28M +$212K +13,158 +3%
HJIM
85
Henry James International Management
New York
$7.57M +$1.73M +106,696 +30%
WBC
86
Westpac Banking Corp
Australia
$7.2M -$108K -7,033 -1%
AAM
87
Abeille Asset Management
France
$7.08M +$7.08M +439,737 New
RG
88
Renaissance Group
Kentucky
$7.03M -$229K -14,109 -3%
American Century Companies
89
American Century Companies
Missouri
$6.68M +$1.07M +65,789 +19%
ACM
90
AlphaCrest Capital Management
New York
$6.45M +$6.45M +397,371 New
CGA
91
Channing Global Advisors
Florida
$5.99M +$2.22M +137,725 +59%
First Trust Advisors
92
First Trust Advisors
Illinois
$5.68M +$562K +34,859 +11%
CIM
93
Contravisory Investment Management
Massachusetts
$5.47M +$131K +8,087 +2%
VPI
94
Value Partners Investments
Manitoba, Canada
$5.31M -$5.53K -341 -0.1%
SEI Investments
95
SEI Investments
Pennsylvania
$4.79M +$15K +923 +0.3%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$4.67M +$173K +10,687 +4%
CGH
97
Crossmark Global Holdings
Texas
$4.15M -$7.92K -488 -0.2%
LG
98
Leuthold Group
Minnesota
$4.03M -$2.57M -158,400 -39%
AIM
99
Achmea Investment Management
Netherlands
$4M -$9.87K -614 -0.2%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$3.98M -$888K -54,741 -18%
2 3
4
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