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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$841M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
5
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.18B
2
CS
2
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
101
RBF Capital
California
$5.42M +$2.8M +150,000 +107%
SIS
102
Susquehanna International Securities
Ireland
$5.1M +$4.58M +246,338 +892%
AIM
103
Achmea Investment Management
Netherlands
$5.07M +$12.9K +738 +0.3%
SEI Investments
104
SEI Investments
Pennsylvania
$5.04M -$308K -16,513 -6%
PCM
105
Portolan Capital Management
Massachusetts
$4.91M +$4.91M +262,997 New
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$4.47M +$629K +33,705 +16%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$4.38M -$124K -6,658 -3%
CW
108
Connectus Wealth
Ohio
$4.28M +$4.28M +229,042 New
CGH
109
Crossmark Global Holdings
Texas
$4.17M -$525K -28,117 -11%
MIM
110
MetLife Investment Management
New Jersey
$4.09M -$149K -8,020 -4%
Osaic Holdings
111
Osaic Holdings
Arizona
$4.01M +$587K +31,425 +17%
ClearBridge Investments
112
ClearBridge Investments
New York
$3.75M -$42.5K -2,274 -1%
DWA
113
Dorsey Wright & Associates
California
$3.43M +$3.43M +183,786 New
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$3.42M -$163K -8,650 -5%
Legal & General Group
115
Legal & General Group
United Kingdom
$3.13M -$21.7K -1,165 -0.7%
BAAM
116
Baker Avenue Asset Management
California
$3.08M +$3.08M +164,969 New
BCI
117
Brinker Capital Investments
Pennsylvania
$3.05M -$321K -17,209 -10%
LCM
118
Logan Capital Management
Pennsylvania
$3.05M +$121K +6,474 +4%
PFO
119
Pathstone Family Office
New Jersey
$3.04M +$661K +37,148 +28%
BCM
120
Bridgeway Capital Management
Texas
$3.04M – – –
USAA
121
United Services Automobile Association
Texas
$2.9M -$237K -12,734 -8%
MGP
122
Metis Global Partners
California
$2.82M +$174K +9,357 +7%
SAM
123
Sabadell Asset Management
Spain
$2.79M – – –
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$2.7M -$421K -22,626 -14%
PCOC
125
Power Corp of Canada
Canada
$2.69M -$113K -6,052 -4%
3 4
5
6 7