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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Assenagon Asset Management
126
Assenagon Asset Management
Luxembourg
$5.94M -$2.6M -83,781 -30%
Pathstone Holdings
127
Pathstone Holdings
New Jersey
$5.89M +$5.89M +190,299 New
MIM
128
MetLife Investment Management
New Jersey
$5.86M +$5.86M +188,844 New
OC
129
Oppenheimer & Co
New York
$5.76M -$909K -29,405 -14%
HCP
130
Hiddenite Capital Partners
New York
$5.56M -$402K -13,000 -7%
M&T Bank
131
M&T Bank
New York
$5.52M +$4.82M +155,983 +690%
FFM
132
Fullerton Fund Management
Singapore
$5.36M +$1.75M +67,199 +49%
Group One Trading
133
Group One Trading
Illinois
$5.29M +$1.08M +35,053 +26%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$5.27M +$431K +13,941 +9%
Creative Planning
135
Creative Planning
Kansas
$5.25M +$187K +6,044 +4%
O
136
Ossiam
France
$5.24M -$602K -19,405 -10%
Osaic Holdings
137
Osaic Holdings
Arizona
$5.12M -$653K -21,118 -11%
PCOC
138
Power Corp of Canada
Canada
$4.73M +$320K +10,339 +7%
RWM
139
Ritholtz Wealth Management
New York
$4.72M +$349K +11,298 +8%
Calamos Advisors
140
Calamos Advisors
Illinois
$4.62M -$825K -26,700 -15%
ATN
141
AMF Tjänstepension
Sweden
$4.61M +$4.61M +148,786 New
LPL Financial
142
LPL Financial
California
$4.6M +$1.23M +39,653 +36%
Mariner
143
Mariner
Kansas
$4.6M +$314K +10,146 +7%
PBCM
144
Point Break Capital Management
Florida
$4.48M +$716K +23,185 +19%
JWM
145
Jackson Wealth Management
Florida
$4.38M +$42.2K +1,367 +1%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$4.26M -$21.6K -698 -0.5%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$4.26M +$24.8K +799 +0.6%
DWA
148
Dorsey Wright & Associates
California
$4.25M -$330K -10,675 -7%
KAS
149
Kestra Advisory Services
Texas
$4.15M +$95K +3,076 +2%
RFWA
150
RPg Family Wealth Advisory
Massachusetts
$4.09M +$4.09M +132,428 New