UBS icon

UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$743M
2
GQG Partners
GQG Partners
Florida
$114M
3
CS
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
Dodge & Cox
California
$1.38B
4
SCCM
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
151
Liberty One Investment Management
Illinois
$1.04M -$1.63K -105 -0.2%
S
152
swisspartners
Liechtenstein
$1.04M – – –
FI
153
Fosun International
China
$1.03M -$107K -7,755 -9%
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$1.03M -$123K -7,901 -11%
MML Investors Services
155
MML Investors Services
Massachusetts
$1M +$127K +8,188 +15%
SW
156
SVB Wealth
Massachusetts
$980K +$149K +9,573 +18%
PAG
157
Private Advisor Group
New Jersey
$936K +$589K +37,967 +170%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$932K -$10.7K -690 -1%
TIM
159
Thornburg Investment Management
New Mexico
$878K -$4.47K -288 -0.5%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$876K +$54.1K +3,482 +7%
CIA
161
CSat Investment Advisory
Michigan
$856K -$12.2K -787 -1%
US Bancorp
162
US Bancorp
Minnesota
$829K +$65.9K +4,244 +9%
ACA
163
Atlas Capital Advisors
Wyoming
$788K -$93.2K -6,004 -11%
TI
164
Trexquant Investment
Connecticut
$753K +$524K +33,737 +229%
IRC
165
Investors Research Corp
Georgia
$734K -$6.21K -400 -0.8%
GC
166
Guggenheim Capital
Illinois
$731K +$481K +30,939 +193%
Truist Financial
167
Truist Financial
North Carolina
$727K +$205K +13,169 +39%
GT
168
Greenleaf Trust
Michigan
$720K -$22.8K -1,468 -3%
SCM
169
SOL Capital Management
Maryland
$709K – – –
MPPW
170
Mitchell & Pahl Private Wealth
Oklahoma
$700K +$30.5K +1,964 +5%
LAM
171
Lingohr Asset Management
Germany
$699K +$699K +45,021 New
Simplex Trading
172
Simplex Trading
Illinois
$654K +$268K +17,284 +70%
EI
173
Ethic Inc
New York
$637K +$165K +10,611 +35%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$629K +$15.9K +1,022 +3%
PAS
175
Park Avenue Securities
New York
$619K +$66.8K +4,302 +12%
5 6
7
8 9