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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$1.26M -$227K -20,440 -15%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1.18M -$436K -39,072 -27%
JIC
128
Johnson Investment Counsel
Ohio
$1.14M -$6.13K -550 -0.5%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$1.11M +$12K +1,075 +1%
GIM
130
Greenwich Investment Management
Connecticut
$1.11M -$4.18K -375 -0.4%
LCM
131
Logan Capital Management
Pennsylvania
$1.1M +$63.8K +5,721 +6%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$1.09M – – –
PP
133
Paloma Partners
Connecticut
$1.08M +$1.08M +96,603 New
USGIU
134
U.S. Global Investors (USGI)
Texas
$944K +$944K +84,700 New
CWM
135
Calamos Wealth Management
Illinois
$869K +$184K +16,506 +27%
KF
136
Krilogy Financial
Missouri
$837K -$386K -34,592 -32%
QI
137
QS Investors
New York
$828K – – –
CI
138
Cigna Investments
Connecticut
$789K +$5.22K +466 +0.7%
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$768K +$20.2K +1,811 +3%
ACA
140
Atlas Capital Advisors
Wyoming
$729K +$634K +56,869 +667%
LOIM
141
Liberty One Investment Management
Illinois
$728K +$26K +2,326 +4%
Osaic Holdings
142
Osaic Holdings
Arizona
$713K -$69.4K -6,188 -9%
Fisher Asset Management
143
Fisher Asset Management
Washington
$699K -$1.67M -149,986 -71%
FI
144
Fosun International
China
$687K -$51.2K -5,495 -7%
MC
145
Maverick Capital
Texas
$685K -$68.2K -6,096 -9%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$684K +$1.07K +96 +0.2%
QI
147
Qtron Investments
Massachusetts
$616K +$774 +69 +0.1%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$585K +$321K +28,790 +122%
SG Americas Securities
149
SG Americas Securities
New York
$555K +$162K +14,511 +41%
IRC
150
Investors Research Corp
Georgia
$538K -$22K -1,975 -4%
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