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UBS Group

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
Boston Partners
126
Boston Partners
Massachusetts
$2.25M +$76.6K +4,805 +4%
PAG
127
Private Advisor Group
New Jersey
$2.19M +$1.11M +69,526 +102%
SAM
128
Sabadell Asset Management
Spain
$2.13M +$263K +16,528 +14%
HCMT
129
Highland Capital Management (Tennessee)
Tennessee
$2.12M +$266K +16,700 +14%
CWM
130
Calamos Wealth Management
Illinois
$2.11M -$10.6K -668 -0.5%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$2.1M -$2.96M -183,859 -58%
Renaissance Technologies
132
Renaissance Technologies
New York
$2.07M +$2.07M +130,000 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$2.01M -$1.34M -83,848 -40%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
134
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.99M +$1.99M +125,100 New
SG Americas Securities
135
SG Americas Securities
New York
$1.97M +$1.79M +112,125 +975%
SEI Investments
136
SEI Investments
Pennsylvania
$1.95M +$68.9K +4,306 +4%
LCM
137
Logan Capital Management
Pennsylvania
$1.87M +$21.9K +1,375 +1%
SIS
138
Susquehanna International Securities
Ireland
$1.82M +$1.39M +86,334 +321%
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$1.69M +$63.1K +3,962 +4%
HFS
140
Hantz Financial Services
Michigan
$1.69M +$234K +14,687 +16%
TWI
141
Thomas White International
Illinois
$1.68M +$23.5K +1,477 +1%
Osaic Holdings
142
Osaic Holdings
Arizona
$1.67M +$273K +17,163 +20%
AFM
143
Anson Funds Management
Texas
$1.59M
WAAG
144
Wealth Alliance Advisory Group
Kansas
$1.55M
GQG Partners
145
GQG Partners
Florida
$1.5M -$100K -6,243 -6%
ECU
146
Eisler Capital (UK)
United Kingdom
$1.5M +$1.5M +100,000 New
KF
147
Krilogy Financial
Missouri
$1.34M +$23K +1,444 +2%
GC
148
Guggenheim Capital
Illinois
$1.33M +$34.3K +2,154 +3%
Comerica Bank
149
Comerica Bank
Texas
$1.32M -$2.5M -141,677 -65%
TI
150
Tidal Investments
Wisconsin
$1.31M +$249K +15,619 +23%