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UBS Group

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

1.54% less ownership

Funds ownership: 40.15%38.61% (-1.5%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

14% less capital invested

Capital invested by funds: $30B → $25.7B (-$4.31B)

Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$839M
Puts
$818M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
126
$4.75M
127
$4.72M
128
$4.56M
129
$4.48M
130
$4.39M
131
$4.34M
132
$4.17M
133
$4.07M
134
$3.94M
135
$3.57M
136
$3.52M
137
$3.45M
138
$3.34M
139
$3.31M
140
$3.2M
141
$3.08M
142
$3.03M
143
$2.93M
144
$2.83M
145
$2.77M
146
$2.74M
147
$2.71M
148
$2.68M
149
$2.61M
150
$2.59M