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UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.61B
2
Norges Bank
Norges Bank
Norway
$1.32B
3
Invesco
Invesco
Georgia
$464M
4
BIP
Brandes Investment Partners
California
$246M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$428M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
State Street
Massachusetts
$0
4
AAMU
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$755K -$227K -19,146 -23%
VF
127
Virtu Financial
New York
$732K -$285K -24,038 -28%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$723K -$121K -10,205 -14%
EP
129
Elkfork Partners
Oregon
$689K +$109K +9,316 +19%
B
130
Bellecapital
Switzerland
$677K +$366K +30,800 +118%
WAM
131
World Asset Management
Michigan
$661K -$30.1K -2,537 -4%
CIP
132
Capital Insight Partners
Arizona
$649K +$31.6K +2,668 +5%
MIAS
133
Mason Investment Advisory Services
Virginia
$631K – – –
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$629K -$163K -13,721 -21%
LPL Financial
135
LPL Financial
California
$623K +$68.5K +5,781 +12%
BIC
136
Beach Investment Counsel
Pennsylvania
$603K – – –
IRC
137
Investors Research Corp
Georgia
$601K -$4.74K -400 -0.8%
CSS
138
Cubist Systematic Strategies
Connecticut
$600K -$22.8K -1,923 -4%
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$592K -$95.9K -8,086 -14%
I2I
140
Insight 2811 Inc
Illinois
$583K -$31.4K -2,620 -5%
VAS
141
Vestmark Advisory Solutions
Massachusetts
$583K +$144K +12,170 +33%
ARTA
142
A.R.T. Advisors
New York
$575K -$119K -10,000 -17%
GHCM
143
Glen Harbor Capital Management
California
$568K +$89.8K +7,672 +19%
TI
144
Trexquant Investment
Connecticut
$482K -$1.86M -156,579 -79%
William Blair & Company
145
William Blair & Company
Illinois
$482K -$28.6K -2,411 -6%
Wolverine Trading
146
Wolverine Trading
Illinois
$478K -$790K -66,623 -62%
Geode Capital Management
147
Geode Capital Management
Massachusetts
$456K +$328K +27,694 +256%
ONB
148
Old National Bancorp
Indiana
$450K -$19.2K -1,618 -4%
MCIM
149
Meadow Creek Investment Management
Georgia
$446K +$70.5K +6,028 +19%
SCM
150
SOL Capital Management
Maryland
$434K -$23.7K -2,000 -5%
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6
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