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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M

Top Buyers

1
O
OppenheimerFunds
New York
$579M
2
Goldman Sachs
Goldman Sachs
New York
$431M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$746M
4
Allianz Asset Management
Allianz Asset Management
Germany
$461M
5
GTP
Global Thematic Partners
New York
$142M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$0
2
CS
Credit Suisse
Switzerland
$2.18B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
4
Franklin Resources
Franklin Resources
California
$121M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
SOL Capital Management
Maryland
$1.02M -$26.2K -1,350 -3%
Citadel Advisors
127
Citadel Advisors
Florida
$1M +$1M +51,724 +55,026%
EAM
128
Exane Asset Management
France
$1M +$1M +51,500 New
AT
129
Arden Trust
Delaware
$1M -$21.7K -1,119 -2%
HPCM
130
High Pointe Capital Management
Illinois
$993K +$993K +51,280 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$953K -$4.27M -220,400 -82%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$948K -$73K -3,769 -7%
EVM
133
Eaton Vance Management
Massachusetts
$934K +$291 +15 +0%
M&T Bank
134
M&T Bank
New York
$860K -$2.18M -112,581 -72%
LNWWM
135
Laird Norton Wetherby Wealth Management
California
$826K -$171K -8,821 -17%
RhumbLine Advisers
136
RhumbLine Advisers
Massachusetts
$798K +$19.4K +1,000 +2%
PAG
137
Private Advisor Group
New Jersey
$792K +$154K +7,968 +24%
HT
138
HighTower Trust
Texas
$748K +$748K +38,610 New
CFP
139
Cornerstone Financial Partners
North Carolina
$731K +$731K +37,887 New
PA
140
Pinnacle Associates
New York
$724K -$87.2K -4,502 -11%
GT
141
Glenmede Trust
Pennsylvania
$716K -$34.8K -1,797 -5%
Geode Capital Management
142
Geode Capital Management
Massachusetts
$702K – – –
FCH
143
Freestone Capital Holdings
Washington
$670K +$50.2K +2,590 +8%
William Blair & Company
144
William Blair & Company
Illinois
$661K -$2.27M -117,060 -77%
ONB
145
Old National Bancorp
Indiana
$658K -$75.1K -3,879 -10%
Renaissance Technologies
146
Renaissance Technologies
New York
$596K -$15M -773,271 -96%
LPL Financial
147
LPL Financial
California
$591K -$2.03M -106,796 -77%
CONA
148
Capital One National Association
New York
$556K -$3.43K -177 -0.6%
VKH
149
Virtu KCG Holdings
New York
$556K +$556K +28,666 New
DADC
150
D.A. Davidson & Co
Montana
$550K -$62.8K -3,251 -10%
4 5
6
7 8