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UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
$311M
2
UBS Group
UBS Group
Switzerland
$2.22B
3
Invesco
Invesco
Georgia
$85.1M
4
Deutsche Bank
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
Brandes Investment Partners
California
$35.9M
2
CS
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
Goldman Sachs
New York
$435M
4
GQG Partners
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
151
QS Investors
New York
$1.22M – – –
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$1.18M -$496K -32,339 -30%
EI
153
Ethic Inc
New York
$1.11M +$483K +31,515 +77%
CI
154
Cigna Investments
Connecticut
$1.11M +$31 +2 +0%
LOIM
155
Liberty One Investment Management
Illinois
$1.07M +$46.5K +3,031 +5%
PAG
156
Private Advisor Group
New Jersey
$1.04M +$117K +7,628 +13%
MML Investors Services
157
MML Investors Services
Massachusetts
$1.03M +$41.4K +2,695 +4%
TI
158
Tidal Investments
Wisconsin
$1.02M +$1.02M +66,778 New
JAM
159
Jupiter Asset Management
United Kingdom
$1.02M -$23M -1,504,455 -96%
S
160
swisspartners
Liechtenstein
$981K -$39.9K -2,609 -4%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$933K +$67.3K +4,385 +8%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$903K -$17.6K -1,150 -2%
TI
163
Trexquant Investment
Connecticut
$896K +$152K +9,938 +21%
SM
164
Sciencast Management
New Jersey
$890K +$323K +21,515 +57%
TIM
165
Thornburg Investment Management
New Mexico
$867K – – –
Truist Financial
166
Truist Financial
North Carolina
$832K +$115K +7,487 +16%
US Bancorp
167
US Bancorp
Minnesota
$781K -$39.3K -2,557 -5%
ACA
168
Atlas Capital Advisors
Wyoming
$778K – – –
JPMPWA
169
J.P. Morgan Private Wealth Advisors
California
$777K -$238K -15,537 -23%
PP
170
Paloma Partners
Connecticut
$737K +$454K +29,618 +161%
GT
171
Greenleaf Trust
Michigan
$728K +$16.4K +1,069 +2%
IRC
172
Investors Research Corp
Georgia
$725K – – –
PFO
173
Pathstone Family Office
New Jersey
$721K +$342K +22,310 +90%
MPPW
174
Mitchell & Pahl Private Wealth
Oklahoma
$713K +$21.6K +1,408 +3%
SCM
175
SOL Capital Management
Maryland
$693K -$7.67K -500 -1%
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