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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACL
76
Azora Capital LP
Florida
$21.2M 687,607 +18,221 +3%
BPC
77
Banque Pictet & Cie
Switzerland
$20.5M 667,071 -61,782 -8%
PNAA
78
Pictet North America Advisors
Switzerland
$20.4M 662,355 -7,217 -1%
MP
79
Mangrove Partners
Connecticut
$20.3M 659,546 – –
MOACM
80
Mutual of America Capital Management
New York
$20.2M 657,160 – –
Millennium Management
81
Millennium Management
New York
$20.1M 655,357 +323,137 +97%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$20.1M 655,250 -25,700 -4%
Stifel Financial
83
Stifel Financial
Missouri
$18.3M 595,821 +3,586 +0.6%
EDRH
84
Edmond de Rothschild Holding
Switzerland
$17.2M 558,284 -42,607 -7%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$17M 553,620 +95,556 +21%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$16.5M 536,456 -719 -0.1%
CGA
87
Channing Global Advisors
Florida
$16.4M 531,291 -24,141 -4%
SIG
88
Senator Investment Group
New York
$15.7M 512,224 -337,776 -40%
BAAM
89
Baker Avenue Asset Management
California
$15.7M 512,015 +19,620 +4%
JCM
90
Janney Capital Management
Pennsylvania
$15.6M 507,340 -196,777 -28%
MWM
91
Moran Wealth Management
Florida
$15.2M 496,382 +212,223 +75%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$15.2M 496,213 +40,911 +9%
HJIM
93
Henry James International Management
New York
$15M 497,783 +46,005 +10%
Bank Julius Baer & Co
94
Bank Julius Baer & Co
Switzerland
$14.4M 459,833 +144,382 +46%
UIM
95
USS Investment Management
United Kingdom
$14.1M 459,354 -1,495 -0.3%
QOP
96
Quinn Opportunity Partners
Virginia
$13.9M 451,587 +14,000 +3%
QCM
97
QRG Capital Management
Illinois
$13.7M 446,907 +35,935 +9%
GLAM
98
Gardner Lewis Asset Management
Pennsylvania
$11.6M 377,712 +263,350 +230%
Credit Agricole
99
Credit Agricole
France
$11.4M 407,046 -869,703 -68%
Legal & General Group
100
Legal & General Group
United Kingdom
$11.2M 362,649 -77,201 -18%
2 3
4
5 6