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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
76
Levin Capital Strategies
New York
$28M -$615K -19,896 -2%
Wells Fargo
77
Wells Fargo
California
$25.9M -$111K -3,603 -0.4%
Fisher Asset Management
78
Fisher Asset Management
Washington
$23.9M +$23.9M +772,707 New
TAM
79
Todd Asset Management
Kentucky
$22.3M -$9.55M -308,834 -30%
AllianceBernstein
80
AllianceBernstein
Tennessee
$21.6M -$2.64M -85,457 -11%
BPC
81
Banque Pictet & Cie
Switzerland
$20.8M +$339K +10,979 +2%
MP
82
Mangrove Partners
Connecticut
$20.4M – – –
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$19.6M +$19.6M +635,423 New
Bank Julius Baer & Co
84
Bank Julius Baer & Co
Switzerland
$19M +$3.96M +128,331 +26%
VPI
85
Value Partners Investments
Manitoba, Canada
$19M +$9.48M +260,881 +100%
ZIG
86
Zurich Insurance Group
Switzerland
$18.2M -$3.61M -117,067 -17%
Stifel Financial
87
Stifel Financial
Missouri
$18.2M +$702K +22,704 +4%
PNAA
88
Pictet North America Advisors
Switzerland
$17.7M -$2.78M -90,000 -14%
EDRH
89
Edmond de Rothschild Holding
Switzerland
$17.5M +$522K +16,895 +3%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$17M +$146K +4,712 +0.9%
CGA
91
Channing Global Advisors
Florida
$16.5M -$814K -26,341 -5%
BAAM
92
Baker Avenue Asset Management
California
$15.8M +$101K +3,278 +0.6%
UIM
93
USS Investment Management
United Kingdom
$15.5M +$1.07M +34,578 +7%
MWM
94
Moran Wealth Management
Florida
$15.5M -$10.9K -352 -0.1%
S
95
Systrade
Liechtenstein
$14.8M +$11.7M +385,000 +385%
JCM
96
Janney Capital Management
Pennsylvania
$14.6M -$210K -6,794 -1%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$14.2M +$348K +10,790 +3%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$12.8M -$5.35M -173,000 -30%
HJIM
99
Henry James International Management
New York
$12.7M -$739K -23,903 -5%
QCM
100
QRG Capital Management
Illinois
$12.2M -$500K -16,163 -4%
2 3
4
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