UBS icon

UBS Group

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ClearBridge Investments
126
ClearBridge Investments
New York
$4.03M -$151K -7,242 -4%
WA
127
Watchtower Advisors
Connecticut
$4.02M +$4.02M +188,600 New
OTPPB
128
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.92M +$3.92M +185,857 New
DWA
129
Dorsey Wright & Associates
California
$3.68M -$247K -11,581 -6%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$3.55M -$4.09M -193,572 -54%
O
131
Ossiam
France
$3.22M +$364K +17,237 +13%
EAM
132
Exane Asset Management
France
$3.2M -$16.4M -779,320 -84%
PP
133
PDT Partners
New York
$3M +$769K +36,024 +35%
BCI
134
Brinker Capital Investments
Pennsylvania
$2.95M -$542K -25,417 -16%
OPS
135
Orion Portfolio Solutions
Nebraska
$2.95M +$2.95M +138,034 New
LCM
136
Logan Capital Management
Pennsylvania
$2.93M -$553K -25,910 -16%
Stifel Financial
137
Stifel Financial
Missouri
$2.9M +$924K +43,282 +47%
JWM
138
Jackson Wealth Management
Florida
$2.84M +$2.84M +133,122 New
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$2.82M -$72.2K -3,382 -2%
Parallax Volatility Advisers
140
Parallax Volatility Advisers
California
$2.81M +$2.81M +131,530 New
MGP
141
Metis Global Partners
California
$2.77M -$426K -20,197 -13%
BCM
142
Bridgeway Capital Management
Texas
$2.67M -$809K -37,900 -23%
HCP
143
Hiddenite Capital Partners
New York
$2.67M +$2.67M +125,000 New
Mariner
144
Mariner
Kansas
$2.6M -$40.4K -1,900 -2%
KWA
145
KCS Wealth Advisory
California
$2.56M -$17.7K -829 -0.7%
Squarepoint
146
Squarepoint
New York
$2.4M +$2.4M +112,676 New
Creative Planning
147
Creative Planning
Kansas
$2.34M +$201K +9,420 +9%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$2.26M +$2.26M +107,322 New
HCMT
149
Highland Capital Management (Tennessee)
Tennessee
$2.26M +$14.9K +696 +0.7%
IAA
150
Independent Advisor Alliance
North Carolina
$2.21M -$46.6K -2,185 -2%