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UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
$311M
2
UBS Group
UBS Group
Switzerland
$2.22B
3
Invesco
Invesco
Georgia
$85.1M
4
Deutsche Bank
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
Brandes Investment Partners
California
$35.9M
2
CS
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
Goldman Sachs
New York
$435M
4
GQG Partners
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
126
Vident Investment Advisory
Georgia
$2.81M +$53.7K +3,507 +2%
HighTower Advisors
127
HighTower Advisors
Illinois
$2.68M +$1.05M +68,720 +65%
Stifel Financial
128
Stifel Financial
Missouri
$2.62M -$276K -18,020 -10%
LPL Financial
129
LPL Financial
California
$2.52M +$181K +11,782 +8%
BCM
130
Bridgeway Capital Management
Texas
$2.51M -$29.1K -1,900 -1%
QT
131
Quantbot Technologies
New York
$2.23M +$751K +48,963 +51%
Boston Partners
132
Boston Partners
Massachusetts
$2.1M +$200K +13,056 +11%
CWM
133
Calamos Wealth Management
Illinois
$2.04M +$121K +7,915 +6%
USGIU
134
U.S. Global Investors (USGI)
Texas
$1.98M +$676K +44,055 +52%
SEI Investments
135
SEI Investments
Pennsylvania
$1.81M -$65.9K -4,281 -4%
SAM
136
Sabadell Asset Management
Spain
$1.8M +$1.8M +117,198 New
HCMT
137
Highland Capital Management (Tennessee)
Tennessee
$1.78M -$6.14K -400 -0.3%
LCM
138
Logan Capital Management
Pennsylvania
$1.78M +$270K +17,625 +18%
TWI
139
Thomas White International
Illinois
$1.59M +$2.99K +195 +0.2%
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$1.57M +$34K +2,213 +2%
AFM
141
Anson Funds Management
Texas
$1.53M +$1.53M +100,000 New
CSS
142
Cubist Systematic Strategies
Connecticut
$1.53M -$9.17K -598 -0.6%
GQG Partners
143
GQG Partners
Florida
$1.53M -$111M -7,242,908 -99%
WAAG
144
Wealth Alliance Advisory Group
Kansas
$1.5M – – –
Optiver Holding
145
Optiver Holding
Netherlands
$1.47M +$1.47M +95,736 New
HFS
146
Hantz Financial Services
Michigan
$1.4M +$117K +7,653 +9%
Osaic Holdings
147
Osaic Holdings
Arizona
$1.34M -$431K -28,063 -24%
KF
148
Krilogy Financial
Missouri
$1.27M +$16.1K +1,046 +1%
MIP
149
Marietta Investment Partners
Wisconsin
$1.26M +$219K +14,300 +21%
GC
150
Guggenheim Capital
Illinois
$1.24M +$522K +33,992 +72%
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