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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PC
101
Promethos Capital
Massachusetts
$11.1M 360,246 +360,246 New
CIBC World Market
102
CIBC World Market
Ontario, Canada
$10.9M 353,522 -20,565 -5%
BBA
103
Baader Bank Aktiengesellschaft
Germany
$10.8M 350,000 -189,880 -35%
BDCM
104
Black Diamond Capital Management
Connecticut
$10.8M 350,000 – –
PFMOSF
105
Philadelphia Financial Management of San Francisco
California
$10.7M 349,396 -23,682 -6%
RC
106
RBF Capital
California
$10.4M 340,000 – –
CIM
107
Contravisory Investment Management
Massachusetts
$10.1M 329,691 -8,822 -3%
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$9.73M 345,606 +54,588 +19%
KLCMU
109
Kite Lake Capital Management (UK)
United Kingdom
$9.55M 310,227 -389,773 -56%
PP
110
Prudential plc
United Kingdom
$9.27M 301,443 +39,511 +15%
RA
111
Rovida Advisors
Florida
$9.23M 300,000 +300,000 New
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$8.72M 283,799 +5,606 +2%
First Trust Advisors
113
First Trust Advisors
Illinois
$8.2M 266,512 -27,067 -9%
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$8.12M 264,266 +131,838 +100%
VPI
115
Value Partners Investments
Manitoba, Canada
$8M 260,881 -2,000 -0.8%
Walleye Capital
116
Walleye Capital
New York
$7.75M 252,251 +252,251 New
SIGI
117
Susquehanna International Group (Ireland)
Ireland
$7.53M 245,197 +245,197 New
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$7.31M 221,894 – –
PC
119
PointState Capital
New York
$7.29M 237,382 -358,300 -60%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$7.25M 235,493 +995 +0.4%
Walleye Trading
121
Walleye Trading
New York
$7.14M 232,526 +232,526 New
DGM
122
Delta Global Management
New York
$6.42M 209,106 +209,106 New
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$6.29M 204,638 +14,339 +8%
CGH
124
Crossmark Global Holdings
Texas
$5.94M 193,424 -8,124 -4%
OC
125
Oppenheimer & Co
New York
$5.9M 192,203 +5,703 +3%
3 4
5
6 7