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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$829M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.2B
4
Norges Bank
4
Norges Bank
Norway
$4.4B
5
Amundi
5
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.38B
2
CS
2
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
4
Deutsche Bank
Germany
$416M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
CHCM
76
Columbus Hill Capital Management
New Jersey
$18.8M – – –
VSI
77
Verde Servicos Internacionais
Brazil
$18.3M – – –
JCM
78
Janney Capital Management
Pennsylvania
$17.9M -$109K -4,405 -0.6%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$17.8M +$52.7K +2,127 +0.3%
Alyeska Investment Group
80
Alyeska Investment Group
Illinois
$17.8M +$17.8M +722,048 New
PNAA
81
Pictet North America Advisors
Switzerland
$17.7M -$522K -21,036 -3%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$17.3M -$2.14M -87,000 -11%
AllianceBernstein
83
AllianceBernstein
Tennessee
$17.2M +$1.33M +54,093 +8%
LWCA
84
Locust Wood Capital Advisers
New York
$16.9M +$16.9M +683,929 New
MOACM
85
Mutual of America Capital Management
New York
$16.4M – – –
MP
86
Mangrove Partners
Connecticut
$16.3M – – –
EDRH
87
Edmond de Rothschild Holding
Switzerland
$16.1M -$1.17M -47,028 -7%
CGA
88
Channing Global Advisors
Florida
$13.3M +$497K +20,060 +4%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$13M -$7.66M -310,723 -37%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$12.6M +$760K +30,654 +6%
PFMOSF
91
Philadelphia Financial Management of San Francisco
California
$12.5M +$12.5M +508,970 New
Optiver Holding
92
Optiver Holding
Netherlands
$12.5M -$21.7M -878,874 -63%
UIM
93
USS Investment Management
United Kingdom
$12.4M -$1.37M -55,088 -10%
BBA
94
Baader Bank Aktiengesellschaft
Germany
$11.9M +$11.9M +525,000 New
BAAM
95
Baker Avenue Asset Management
California
$11.8M +$126K +5,105 +1%
Franklin Resources
96
Franklin Resources
California
$11.7M -$2.72M -110,249 -19%
HJIM
97
Henry James International Management
New York
$11.2M -$70.1K -2,845 -0.6%
ACL
98
Azora Capital LP
Florida
$11M +$6.61M +266,633 +151%
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$10.8M +$1.74M +70,568 +19%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$10.5M -$6.12M -246,703 -37%
2 3
4
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