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UBS Group

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
MIP
151
Marietta Investment Partners
Wisconsin
$1.24M -$67.7K -4,250 -5%
FFM
152
Fullerton Fund Management
Singapore
$1.21M -$27.3M -1,694,117 -96%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$1.16M -$62.8K -3,936 -5%
MML Investors Services
154
MML Investors Services
Massachusetts
$1.16M +$83.8K +5,259 +8%
CI
155
Cigna Investments
Connecticut
$1.15M -$6.63K -412 -0.6%
LOIM
156
Liberty One Investment Management
Illinois
$1.11M -$2.65K -166 -0.2%
PFO
157
Pathstone Family Office
New Jersey
$1.09M +$336K +20,933 +44%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.08M +$107K +6,699 +11%
S
159
swisspartners
Liechtenstein
$1.01M -$24.1K -1,500 -2%
KWA
160
KCS Wealth Advisory
California
$981K +$613K +38,491 +167%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$951K +$12.9K +808 +1%
JAM
162
Jupiter Asset Management
United Kingdom
$947K -$125K -7,764 -12%
TIM
163
Thornburg Investment Management
New Mexico
$901K
US Bancorp
164
US Bancorp
Minnesota
$895K +$84.6K +5,308 +10%
Truist Financial
165
Truist Financial
North Carolina
$872K +$7.42K +466 +0.9%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$836K +$605K +37,621 +262%
ACA
167
Atlas Capital Advisors
Wyoming
$819K +$10.4K +653 +1%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$806K -$1.12K -70 -0.1%
FTDI
169
First Trust Direct Indexing
Massachusetts
$802K +$83.3K +5,227 +12%
PAS
170
Park Avenue Securities
New York
$799K +$105K +6,603 +15%
BS
171
Banco Santander
Spain
$785K +$160K +10,649 +26%
GT
172
Greenleaf Trust
Michigan
$758K +$1.1K +69 +0.1%
IRC
173
Investors Research Corp
Georgia
$753K
MPPW
174
Mitchell & Pahl Private Wealth
Oklahoma
$752K +$10.7K +672 +1%
LAM
175
Lingohr Asset Management
Germany
$723K