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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$841M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
5
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.18B
2
CS
2
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNAA
76
Pictet North America Advisors
Switzerland
$13.6M +$43.5K +2,340 +0.3%
JCM
77
Janney Capital Management
Pennsylvania
$13.6M +$178K +9,559 +1%
TAM
78
Tocqueville Asset Management
New York
$12.9M -$1.01M -54,000 -7%
CGPCS
79
Capital Group Private Client Services
California
$12.6M -$279K -14,988 -2%
LGF
80
LGT Group Foundation
Liechtenstein
$12.5M +$677K +36,359 +6%
MOACM
81
Mutual of America Capital Management
New York
$12.4M +$12.4M +665,306 New
American Century Companies
82
American Century Companies
Missouri
$11.6M +$2.54M +136,023 +28%
PCH
83
Polar Capital Holdings
United Kingdom
$11.3M +$41.1K +2,283 +0.4%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$10.2M -$5.44M -289,934 -35%
Lord, Abbett & Co
85
Lord, Abbett & Co
New Jersey
$9.46M +$9.46M +508,192 New
CGA
86
Channing Global Advisors
Florida
$9.27M +$2.85M +153,017 +44%
HJIM
87
Henry James International Management
New York
$8.68M -$32K -1,713 -0.4%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$8.54M -$1.14M -61,481 -12%
Calamos Advisors
89
Calamos Advisors
Illinois
$7.72M -$2.01M -107,394 -21%
RG
90
Renaissance Group
Kentucky
$7.42M -$360K -19,288 -5%
BBA
91
Baader Bank Aktiengesellschaft
Germany
$7.07M +$7.07M +380,000 New
Optiver Holding
92
Optiver Holding
Netherlands
$6.99M +$6.66M +357,911 +2,018%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$6.91M -$615K -33,023 -8%
Credit Agricole
94
Credit Agricole
France
$6.84M +$1.01M +54,011 +17%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$6.74M -$3.98M -213,422 -37%
CIM
96
Contravisory Investment Management
Massachusetts
$6.52M +$150K +8,043 +2%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$6.19M +$2.28M +122,109 +58%
VPI
98
Value Partners Investments
Manitoba, Canada
$6.04M -$59.5K -3,185 -1%
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
$5.88M +$1.96M +105,494 +50%
First Trust Advisors
100
First Trust Advisors
Illinois
$5.54M -$77.8K -4,172 -1%
2 3
4
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