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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLAM
101
Gardner Lewis Asset Management
Pennsylvania
$11.7M – – –
CIBC World Market
102
CIBC World Market
Ontario, Canada
$10.9M -$198K -6,427 -2%
BDCM
103
Black Diamond Capital Management
Connecticut
$10.8M – – –
BBA
104
Baader Bank Aktiengesellschaft
Germany
$10.8M – – –
M&T Bank
105
M&T Bank
New York
$10.4M -$166K -5,369 -2%
RC
106
RBF Capital
California
$10M – – –
CIM
107
Contravisory Investment Management
Massachusetts
$9.88M -$28.5K -922 -0.3%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$9.81M +$6.73M +217,637 +218%
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$9.76M +$187K +6,054 +2%
RA
110
Rovida Advisors
Florida
$9.24M – – –
MIM
111
MetLife Investment Management
New Jersey
$9.05M -$168K -5,435 -2%
PP
112
Prudential plc
United Kingdom
$9.05M -$253K -8,201 -3%
MOACM
113
Mutual of America Capital Management
New York
$8.92M -$6.82M -220,168 -43%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$8.63M +$265K +8,596 +3%
RFWA
115
RPg Family Wealth Advisory
Massachusetts
$8.22M +$57.7K +1,866 +0.7%
CGH
116
Crossmark Global Holdings
Texas
$7.9M +$2.15M +69,592 +37%
CSS
117
Cubist Systematic Strategies
Connecticut
$7.8M +$1.71M +55,233 +28%
LFM
118
LGT Fund Management
Liechtenstein
$7.4M +$1.15M +37,123 +18%
Creative Planning
119
Creative Planning
Kansas
$7.23M +$752K +24,338 +12%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$6.87M – – –
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$6.82M -$1.05M -34,081 -13%
SIGI
122
Susquehanna International Group (Ireland)
Ireland
$6.81M +$6.81M +220,460 New
Charles Schwab
123
Charles Schwab
California
$6.8M +$1.02M +33,089 +18%
First Trust Advisors
124
First Trust Advisors
Illinois
$6.59M +$1.27M +41,184 +24%
Assenagon Asset Management
125
Assenagon Asset Management
Luxembourg
$6.48M +$883K +28,597 +16%
3 4
5
6 7