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UBS Group
UBS

Overview Fund Activity

222 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 47 closing their positions.

Holders
222
Holders Change
-28
Holders Change %
-11.2%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
23
Increased
78
Reduced
88
Closed
47
Calls
$121M
Puts
$118M
Net Calls
+$3M
Net Calls Change
-$41.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$648M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$184M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$477M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$545M
5
NIMC
5
NWQ Investment Management Company
California
$29.9M

Top Sellers

1
O
1
OppenheimerFunds
New York
$0
2
CS
2
Credit Suisse
Switzerland
$1.26B
3
Macquarie Group
3
Macquarie Group
Australia
$0
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$0
5
Fidelity International
5
Fidelity International
Bermuda
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
101
BBR Partners
New York
$848K 62,245 – –
1GA
102
1st Global Advisors
Texas
$788K 57,835 -13,328 -19%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$745K 54,665 -24,074 -31%
TH
104
Timber Hill
Connecticut
$709K 52,064 -32,406 -38%
LOCC
105
Lombard Odier & Cie (Canada)
Quebec, Canada
$686K 50,450 +6,650 +15%
GT
106
Glenmede Trust
Pennsylvania
$654K 48,105 -719 -1%
SCA
107
Salient Capital Advisors
Texas
$653K 47,909 +2,515 +6%
Parallax Volatility Advisers
108
Parallax Volatility Advisers
California
$641K 47,057 +47,057 New
BCM
109
BTR Capital Management
California
$632K 46,425 +480 +1%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$613K 45,045 -554 -1%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$602K 44,215 +44,215 New
HT
112
HighTower Trust
Texas
$584K 42,855 – –
LMGAM
113
Liberty Mutual Group Asset Management
Massachusetts
$583K 42,740 +42,740 New
NFA
114
Nuveen Fund Advisors
Illinois
$575K 42,206 +16,251 +63%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$570K 41,867 -2,847 -6%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$560K 41,125 +18,520 +82%
LNWWM
117
Laird Norton Wetherby Wealth Management
California
$557K 40,863 +2,353 +6%
BRWA
118
B. Riley Wealth Advisors
Florida
$550K 80,491 +5,350 +7%
AT
119
Arden Trust
Delaware
$515K 37,797 -18,988 -33%
Grantham, Mayo, Van Otterloo & Co (GMO)
120
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$507K 37,148 +37,148 New
Geode Capital Management
121
Geode Capital Management
Massachusetts
$494K 36,272 – –
Nomura Holdings
122
Nomura Holdings
Japan
$486K 35,547 – –
First Trust Advisors
123
First Trust Advisors
Illinois
$484K 35,570 -5,275 -13%
EVM
124
Eaton Vance Management
Massachusetts
$481K 35,334 -2,568 -7%
TSS
125
Two Sigma Securities
New York
$447K 32,808 +1,848 +6%
3 4
5
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