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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$841M
2
Marshall Wace
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.18B
2
CS
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$2.53M +$66K +3,535 +3%
O
127
Ossiam
France
$2.52M +$85.6K +4,602 +4%
Jane Street
128
Jane Street
New York
$2.35M -$3.81M -204,883 -62%
Mariner
129
Mariner
Kansas
$2.31M -$141K -7,571 -6%
Nuveen Asset Management
130
Nuveen Asset Management
Illinois
$2.29M -$89.6K -4,799 -4%
KWA
131
KCS Wealth Advisory
California
$2.25M +$105K +5,639 +5%
BIP
132
Brandes Investment Partners
California
$2.19M -$33.4M -1,790,708 -94%
HFS
133
Hantz Financial Services
Michigan
$2.12M +$4.31K +231 +0.2%
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$1.97M -$7.47K -400 -0.4%
DA
135
Duality Advisers
Florida
$1.96M +$1.96M +104,799 New
PP
136
PDT Partners
New York
$1.95M +$1.95M +104,388 New
Creative Planning
137
Creative Planning
Kansas
$1.87M +$660K +35,360 +55%
VIA
138
Vident Investment Advisory
Georgia
$1.81M +$109K +5,861 +6%
Stifel Financial
139
Stifel Financial
Missouri
$1.73M +$120K +6,407 +7%
RWM
140
Ritholtz Wealth Management
New York
$1.7M +$449K +24,072 +36%
LPL Financial
141
LPL Financial
California
$1.64M -$203K -10,870 -11%
Boston Partners
142
Boston Partners
Massachusetts
$1.64M -$794K -42,522 -33%
VPIM
143
Vanguard Personalized Indexing Management
California
$1.62M +$337K +18,050 +26%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$1.57M -$107K -5,756 -6%
Comerica Bank
145
Comerica Bank
Texas
$1.54M -$13.3K -625 -0.9%
US Bancorp
146
US Bancorp
Minnesota
$1.53M +$194K +10,394 +14%
GQG Partners
147
GQG Partners
Florida
$1.53M -$69.7K -3,749 -4%
E
148
Ergoteles
New York
$1.5M +$548K +46,202 +57%
AA
149
Altman Advisors
Illinois
$1.49M -$108K -5,294 -7%
AW
150
Alaethes Wealth
Nevada
$1.39M -$127K -6,782 -8%
4 5
6
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