UBS icon

UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$829M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
Goldman Sachs
New York
$1.2B
4
Norges Bank
Norges Bank
Norway
$4.4B
5
Amundi
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.38B
2
CS
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
Deutsche Bank
Germany
$416M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$5.44M – – –
OC
127
Oppenheimer & Co
New York
$5.32M +$3.33M +134,908 +167%
OAM
128
Odey Asset Management
United Kingdom
$5.24M -$53.2M -2,159,325 -91%
First Trust Advisors
129
First Trust Advisors
Illinois
$5.17M -$307K -12,378 -6%
CGH
130
Crossmark Global Holdings
Texas
$4.96M -$386K -15,630 -7%
CSS
131
Cubist Systematic Strategies
Connecticut
$4.93M +$2.44M +99,051 +98%
ClearBridge Investments
132
ClearBridge Investments
New York
$4.85M +$57.5K +2,331 +1%
HCP
133
Hiddenite Capital Partners
New York
$4.76M -$789K -32,000 -14%
O
134
Ossiam
France
$4.67M -$441K -17,776 -9%
Osaic Holdings
135
Osaic Holdings
Arizona
$4.61M +$1.27M +51,488 +38%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$4.41M +$109K +4,387 +3%
Calamos Advisors
137
Calamos Advisors
Illinois
$4.34M +$4.34M +176,125 New
Creative Planning
138
Creative Planning
Kansas
$4.04M +$484K +19,639 +14%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$3.86M -$28.4M -1,150,998 -88%
Millennium Management
140
Millennium Management
New York
$3.7M -$3.11M -126,126 -46%
DWA
141
Dorsey Wright & Associates
California
$3.65M -$237K -9,613 -6%
BCI
142
Brinker Capital Investments
Pennsylvania
$3.62M +$748K +30,340 +26%
OPS
143
Orion Portfolio Solutions
Nebraska
$3.62M +$748K +30,340 +26%
PCOC
144
Power Corp of Canada
Canada
$3.54M -$254K -10,249 -7%
RWM
145
Ritholtz Wealth Management
New York
$3.48M +$948K +38,439 +37%
JWM
146
Jackson Wealth Management
Florida
$3.46M +$95.9K +3,888 +3%
Mariner
147
Mariner
Kansas
$3.42M +$265K +10,744 +8%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$3.41M +$121K +4,903 +4%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$3.38M -$91K -3,668 -3%
Group One Trading
150
Group One Trading
Illinois
$3.36M -$835K -33,893 -20%
4 5
6
7 8