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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
126
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.14M -$1.72M -55,515 -22%
Two Sigma Advisers
127
Two Sigma Advisers
New York
$6.07M +$2.74M +88,530 +82%
QOP
128
Quinn Opportunity Partners
Virginia
$5.99M -$711K -23,000 -11%
SEI Investments
129
SEI Investments
Pennsylvania
$5.93M +$116K +3,754 +2%
SG
130
Sienna Gestion
France
$5.75M +$911K +29,566 +19%
PC
131
Promethos Capital
Massachusetts
$5.74M -$6.64M -214,973 -54%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$5.65M -$15.9M -513,717 -74%
RWM
133
Ritholtz Wealth Management
New York
$5.48M +$691K +22,363 +14%
Mariner
134
Mariner
Kansas
$5.23M +$219K +7,092 +4%
QCM
135
Quantinno Capital Management
New York
$5.11M +$759K +24,562 +17%
ClearBridge Investments
136
ClearBridge Investments
New York
$5.06M +$244K +7,899 +5%
LPL Financial
137
LPL Financial
California
$5.02M -$258K -8,332 -5%
VPIM
138
Vanguard Personalized Indexing Management
California
$4.86M +$284K +9,176 +6%
QT
139
Quantbot Technologies
New York
$4.7M +$2.54M +82,062 +117%
JWM
140
Jackson Wealth Management
Florida
$4.68M +$1.98M +64,136 +73%
DWA
141
Dorsey Wright & Associates
California
$4.38M +$481K +15,570 +12%
KAS
142
Kestra Advisory Services
Texas
$4.37M -$184K -5,955 -4%
LNWWM
143
Laird Norton Wetherby Wealth Management
California
$4.34M -$21.2K -685 -0.5%
AAF
144
Andra AP-fonden
Sweden
$4.33M +$4.33M +166,029 New
OPS
145
Orion Portfolio Solutions
Nebraska
$4.2M +$71.5K +2,313 +2%
BCI
146
Brinker Capital Investments
Pennsylvania
$4.2M +$71.5K +2,313 +2%
Jane Street
147
Jane Street
New York
$4.2M -$715K -23,128 -15%
HighTower Advisors
148
HighTower Advisors
Illinois
$4M -$223K -7,227 -5%
Cerity Partners
149
Cerity Partners
New York
$3.99M +$1.25M +40,485 +46%
ATN
150
AMF Tjänstepension
Sweden
$3.79M -$829K -26,690 -18%
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