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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$337M
2
DZ Bank
2
DZ Bank
Germany
$228M
3
Norges Bank
3
Norges Bank
Norway
$1.84B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
5
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
2
Dodge & Cox
California
$1.48B
3
Deutsche Bank
3
Deutsche Bank
Germany
$237M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
101
Boston Partners
Massachusetts
$3.43M +$3.43M +297,402 New
Stifel Financial
102
Stifel Financial
Missouri
$3.34M -$392K -33,980 -11%
CI
103
Capital International
California
$3.11M +$3.11M +270,530 New
AC
104
Athanor Capital
New York
$3.09M +$3.09M +267,825 New
MIM
105
MetLife Investment Management
New Jersey
$3.07M -$18.5K -1,607 -0.6%
CIS
106
Capital International Sarl
California
$2.82M +$2.82M +245,396 New
Comerica Bank
107
Comerica Bank
Texas
$2.69M +$20.8K +1,681 +0.8%
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$2.61M -$111K -9,600 -4%
MPM
109
Meritage Portfolio Management
Kansas
$2.56M -$198K -17,200 -7%
Calamos Advisors
110
Calamos Advisors
Illinois
$2.52M +$2.52M +217,937 New
HJIM
111
Henry James International Management
New York
$2.48M +$2.48M +215,072 New
Fisher Asset Management
112
Fisher Asset Management
Washington
$2.46M -$13.6M -1,174,537 -85%
VPI
113
Value Partners Investments
Manitoba, Canada
$2.42M +$2.42M +209,953 New
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$2.3M – – –
SSA
115
Schonfeld Strategic Advisors
New York
$2.12M +$389K +33,785 +22%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$2.05M +$106K +9,252 +5%
Citadel Advisors
117
Citadel Advisors
Florida
$2.05M +$598K +51,833 +41%
SEI Investments
118
SEI Investments
Pennsylvania
$2.04M +$29.5K +2,543 +1%
SCP
119
Stamos Capital Partners
California
$2M +$165K +14,270 +9%
LPL Financial
120
LPL Financial
California
$1.92M -$365K -31,665 -16%
BCM
121
Bridgeway Capital Management
Texas
$1.91M +$1.91M +165,800 New
ANTB
122
AMG National Trust Bank
Colorado
$1.82M -$177K -15,323 -9%
BC
123
Brinker Capital
Pennsylvania
$1.76M -$200K -17,285 -10%
Geode Capital Management
124
Geode Capital Management
Massachusetts
$1.69M -$2.12M -183,366 -56%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$1.67M -$5.19M -449,963 -76%
3 4
5
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