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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
QOP
101
Quinn Opportunity Partners
Virginia
$13.5M -$17.9M -578,157 -57%
QCM
102
QRG Capital Management
Illinois
$12.7M -$186K -6,019 -1%
CIBC World Market
103
CIBC World Market
Ontario, Canada
$11.6M +$132K +4,242 +1%
PFMOSF
104
Philadelphia Financial Management of San Francisco
California
$11.5M -$4.2M -135,892 -27%
BDCM
105
Black Diamond Capital Management
Connecticut
$10.8M -$36.7M -1,188,789 -77%
RC
106
RBF Capital
California
$10.5M
CIM
107
Contravisory Investment Management
Massachusetts
$10.5M -$108K -3,495 -1%
Millennium Management
108
Millennium Management
New York
$10.3M +$5.63M +182,061 +121%
LGF
109
LGT Group Foundation
Liechtenstein
$10.1M -$2.33M -75,544 -19%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$9.53M +$9.53M +315,451 New
JAM
111
Jupiter Asset Management
United Kingdom
$9.39M -$18.6M -598,210 -66%
Alyeska Investment Group
112
Alyeska Investment Group
Illinois
$9.27M -$13M -422,048 -58%
First Trust Advisors
113
First Trust Advisors
Illinois
$9.11M +$2.63M +84,871 +41%
MSRPS
114
Maryland State Retirement & Pension System
Maryland
$9.03M -$1.47M -47,476 -14%
MWM
115
Moran Wealth Management
Florida
$8.78M +$8.78M +284,159 New
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$8.6M -$173K -5,609 -2%
SEI Investments
117
SEI Investments
Pennsylvania
$8.21M -$711K -23,007 -8%
PP
118
Prudential plc
United Kingdom
$8.13M -$7.82K -252 -0.1%
VPI
119
Value Partners Investments
Manitoba, Canada
$8.1M -$1.23M -40,000 -13%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$7.26M +$1.74M +56,098 +31%
PCM
121
Pinnbrook Capital Management
New York
$6.69M +$4.94M +159,900 +283%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$6.56M +$6.56M +212,246 New
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$6.26M
CGH
124
Crossmark Global Holdings
Texas
$6.23M +$31.4K +1,015 +0.5%
ClearBridge Investments
125
ClearBridge Investments
New York
$5.96M -$119K -3,859 -2%