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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.01B
2
BIP
2
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
5
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$242K
2
Dodge & Cox
2
Dodge & Cox
California
$1.29B
3
CS
3
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
5
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Achmea Investment Management
Netherlands
$3.53M +$206K +14,599 +6%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$3.42M +$3.42M +242,005 New
OTPPB
103
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.18M +$258K +18,344 +9%
Comerica Bank
104
Comerica Bank
Texas
$3.17M +$133K +8,923 +4%
Geode Capital Management
105
Geode Capital Management
Massachusetts
$3.16M +$1.24M +87,946 +65%
ClearBridge Investments
106
ClearBridge Investments
New York
$3.07M -$276K -19,517 -8%
MPM
107
Meritage Portfolio Management
Kansas
$2.79M -$59.6K -4,220 -2%
UIM
108
USS Investment Management
United Kingdom
$2.7M +$2.17M +153,175 +404%
Jane Street
109
Jane Street
New York
$2.56M +$420K +29,834 +20%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$2.54M – – –
Boston Partners
111
Boston Partners
Massachusetts
$2.35M -$630K -44,625 -21%
BCM
112
Bridgeway Capital Management
Texas
$2.34M – – –
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$2.26M -$218K -15,486 -9%
LPL Financial
114
LPL Financial
California
$2.18M -$115K -8,108 -5%
American Century Companies
115
American Century Companies
Missouri
$1.96M +$257K +18,166 +15%
QT
116
Quantbot Technologies
New York
$1.74M +$1.74M +123,321 New
SEI Investments
117
SEI Investments
Pennsylvania
$1.73M +$121K +8,527 +8%
CSS
118
Cubist Systematic Strategies
Connecticut
$1.72M -$1.07M -75,946 -38%
HCMT
119
Highland Capital Management (Tennessee)
Tennessee
$1.67M +$44.7K +3,165 +3%
SF
120
Synovus Financial
Georgia
$1.64M +$39.1K +2,764 +2%
BS
121
Banco Santander
Spain
$1.61M -$901K -72,282 -36%
CWM
122
Calamos Wealth Management
Illinois
$1.56M +$463K +32,738 +42%
TWI
123
Thomas White International
Illinois
$1.44M +$1.44M +101,827 New
LNWWM
124
Laird Norton Wetherby Wealth Management
California
$1.42M +$8.89K +629 +0.6%
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$1.41M +$1.41M +100,094 New
3 4
5
6 7