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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$1.39M -$2.15M -152,278 -61%
WAAG
127
Wealth Alliance Advisory Group
Kansas
$1.38M – – –
CCIA
128
Campbell & Co Investment Adviser
Maryland
$1.36M +$1.16M +81,800 +556%
LCM
129
Logan Capital Management
Pennsylvania
$1.35M -$38.8K -2,745 -3%
EAM
130
Eagle Asset Management
Florida
$1.34M +$1.34M +95,069 New
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$1.29M +$1.29M +91,541 New
Renaissance Technologies
132
Renaissance Technologies
New York
$1.23M -$30.8M -2,179,900 -96%
MGIM
133
M&G Investment Management
United Kingdom
$1.21M +$8.11K +29,158 +0.7%
USGIU
134
U.S. Global Investors (USGI)
Texas
$1.2M – – –
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1.2M +$453K +32,069 +61%
JAM
136
Jupiter Asset Management
United Kingdom
$1.17M +$543K +38,432 +86%
HI
137
Horizon Investments
North Carolina
$1.16M +$1.16M +81,956 New
Grantham, Mayo, Van Otterloo & Co (GMO)
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14M +$1.14M +80,936 New
KF
139
Krilogy Financial
Missouri
$1.09M +$27.7K +1,961 +3%
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$1.05M +$73.3K +5,186 +8%
CPC
141
Cookson Peirce & Co
Pennsylvania
$1.05M +$1.05M +74,095 New
QI
142
QS Investors
New York
$1.04M – – –
CI
143
Cigna Investments
Connecticut
$1.02M +$30.5K +2,165 +3%
QI
144
Qtron Investments
Massachusetts
$973K +$198K +14,063 +26%
LOIM
145
Liberty One Investment Management
Illinois
$948K +$26K +1,839 +3%
Osaic Holdings
146
Osaic Holdings
Arizona
$932K +$31.9K +2,252 +4%
DTL
147
Dynamic Technology Lab
Singapore
$932K +$932K +65,938 New
S
148
swisspartners
Liechtenstein
$926K +$926K +66,682 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$857K -$10.3K -731 -1%
TIM
150
Thornburg Investment Management
New Mexico
$803K -$8.14M -576,260 -91%
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