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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
126
Logan Capital Management
Pennsylvania
$2.31M +$267K +16,450 +13%
HCMT
127
Highland Capital Management (Tennessee)
Tennessee
$2.18M – – –
Assenagon Asset Management
128
Assenagon Asset Management
Luxembourg
$2.17M -$735K -45,728 -25%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$2.16M +$258K +15,909 +14%
BS
130
Banco Santander
Spain
$2.1M +$470K +30,572 +29%
IAA
131
Independent Advisor Alliance
North Carolina
$2.08M -$226K -13,909 -10%
Nuveen Asset Management
132
Nuveen Asset Management
Illinois
$2.07M -$33.7M -2,079,057 -94%
PI
133
PEAK6 Investments
Illinois
$2M +$2M +98,529 New
Arrowstreet Capital
134
Arrowstreet Capital
Massachusetts
$1.96M -$64.9M -4,028,387 -97%
HFS
135
Hantz Financial Services
Michigan
$1.82M +$64.5K +3,976 +4%
LPL Financial
136
LPL Financial
California
$1.78M +$38.4K +2,367 +2%
MIP
137
Marietta Investment Partners
Wisconsin
$1.69M +$14K +866 +0.8%
CSS
138
Cubist Systematic Strategies
Connecticut
$1.68M +$1.09M +67,157 +183%
DA
139
Duality Advisers
Florida
$1.63M +$1.63M +100,303 New
CWM
140
Calamos Wealth Management
Illinois
$1.62M -$541K -33,335 -25%
WAAG
141
Wealth Alliance Advisory Group
Kansas
$1.58M – – –
KWA
142
KCS Wealth Advisory
California
$1.54M +$220K +13,560 +17%
HI
143
Horizon Investments
North Carolina
$1.47M +$1.47M +90,653 New
TWI
144
Thomas White International
Illinois
$1.46M +$291K +17,932 +25%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$1.45M +$1.45M +89,932 New
GQG Partners
146
GQG Partners
Florida
$1.42M – – –
Stifel Financial
147
Stifel Financial
Missouri
$1.32M -$1.12M -68,865 -46%
AA
148
Altman Advisors
Illinois
$1.28M +$99.8K +6,262 +8%
AW
149
Alaethes Wealth
Nevada
$1.24M +$1.24M +76,662 New
VPIM
150
Vanguard Personalized Indexing Management
California
$1.2M +$261K +16,077 +28%
4 5
6
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