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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$743M
2
GQG Partners
GQG Partners
Florida
$114M
3
CS
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
Dodge & Cox
California
$1.38B
4
SCCM
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
126
Susquehanna International Securities
Ireland
$1.99M +$1.99M +127,966 New
CWM
127
Calamos Wealth Management
Illinois
$1.94M +$221K +14,229 +13%
Boston Partners
128
Boston Partners
Massachusetts
$1.92M -$660K -42,507 -26%
HCMT
129
Highland Capital Management (Tennessee)
Tennessee
$1.81M -$19.6K -1,260 -1%
SEI Investments
130
SEI Investments
Pennsylvania
$1.8M – – –
Osaic Holdings
131
Osaic Holdings
Arizona
$1.79M +$771K +49,598 +75%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$1.7M +$384K +24,728 +29%
HighTower Advisors
133
HighTower Advisors
Illinois
$1.64M +$1.34M +86,219 +446%
TWI
134
Thomas White International
Illinois
$1.61M +$25K +1,610 +2%
CSS
135
Cubist Systematic Strategies
Connecticut
$1.56M -$331K -21,345 -18%
LNWWM
136
Laird Norton Wetherby Wealth Management
California
$1.55M -$7.1K -457 -0.5%
LCM
137
Logan Capital Management
Pennsylvania
$1.53M +$41.8K +2,694 +3%
WAAG
138
Wealth Alliance Advisory Group
Kansas
$1.51M – – –
QT
139
Quantbot Technologies
New York
$1.5M -$415K -26,703 -22%
SSA
140
Schonfeld Strategic Advisors
New York
$1.38M +$615K +39,733 +80%
BS
141
Banco Santander
Spain
$1.32M -$559K -38,257 -30%
USGIU
142
U.S. Global Investors (USGI)
Texas
$1.32M – – –
HFS
143
Hantz Financial Services
Michigan
$1.3M +$1.29M +82,831 +14,818%
HI
144
Horizon Investments
North Carolina
$1.27M – – –
KF
145
Krilogy Financial
Missouri
$1.27M +$74.8K +4,816 +6%
MF
146
Magnetar Financial
Illinois
$1.18M +$1.18M +75,898 New
QI
147
QS Investors
New York
$1.15M – – –
CI
148
Cigna Investments
Connecticut
$1.12M -$6.52K -419 -0.6%
QI
149
Qtron Investments
Massachusetts
$1.07M – – –
MIP
150
Marietta Investment Partners
Wisconsin
$1.05M +$819K +52,726 +350%
4 5
6
7 8