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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
126
ClearBridge Investments
New York
$5.89M -$40.1K -1,306 -0.7%
Creative Planning
127
Creative Planning
Kansas
$5.85M +$630K +20,499 +12%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$5.79M +$1.86M +63,151 +47%
Assenagon Asset Management
129
Assenagon Asset Management
Luxembourg
$5.77M -$127K -4,109 -2%
SEI Investments
130
SEI Investments
Pennsylvania
$5.74M -$2.43M -78,976 -30%
M&T Bank
131
M&T Bank
New York
$5.61M +$121K +3,931 +2%
MIM
132
MetLife Investment Management
New Jersey
$5.6M -$216K -7,019 -4%
HCP
133
Hiddenite Capital Partners
New York
$5.53M – – –
GCM
134
Graham Capital Management
Connecticut
$5.23M +$4.82M +156,848 +1,174%
RWM
135
Ritholtz Wealth Management
New York
$4.99M +$301K +9,782 +6%
Marshall Wace
136
Marshall Wace
United Kingdom
$4.82M -$37.2M -1,208,266 -89%
Mariner
137
Mariner
Kansas
$4.78M +$213K +6,920 +5%
Charles Schwab
138
Charles Schwab
California
$4.67M +$1.15M +37,564 +33%
JWM
139
Jackson Wealth Management
Florida
$4.6M +$242K +7,867 +6%
ATN
140
AMF Tjänstepension
Sweden
$4.58M – – –
GAM
141
Groupama Asset Management
France
$4.5M +$4.5M +146,256 New
LPL Financial
142
LPL Financial
California
$4.46M -$113K -3,672 -2%
KAS
143
Kestra Advisory Services
Texas
$4.39M +$267K +8,704 +6%
QT
144
Quantbot Technologies
New York
$4.32M +$4.32M +140,576 New
Cerity Partners
145
Cerity Partners
New York
$4.27M +$1.94M +63,208 +84%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$4.25M +$22.1K +720 +0.5%
HighTower Advisors
147
HighTower Advisors
Illinois
$4.25M +$331K +10,782 +8%
Citadel Advisors
148
Citadel Advisors
Florida
$4.25M +$4.18M +136,132 +6,088%
VPIM
149
Vanguard Personalized Indexing Management
California
$4.16M +$504K +16,419 +14%
QCM
150
Quantinno Capital Management
New York
$4.13M +$1.14M +37,250 +38%
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