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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$841M
2
Marshall Wace
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.18B
2
CS
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
151
Marietta Investment Partners
Wisconsin
$1.37M -$55.5K -2,972 -4%
MCM
152
Mitchell Capital Management
Kansas
$1.37M +$8.42K +451 +0.6%
ACM
153
Ativo Capital Management
Illinois
$1.34M -$82.1K -4,400 -6%
LWAM
154
Legacy Wealth Asset Management
Minnesota
$1.34M -$737K -39,464 -36%
CCM
155
Cullen Capital Management
New York
$1.25M -$34.1K -1,828 -3%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$1.25M -$1.61M -86,305 -56%
MWM
157
Massachusetts Wealth Management
Massachusetts
$1.24M +$1.24M +57,950 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.23M +$82.3K +4,407 +7%
S
159
swisspartners
Liechtenstein
$1.21M +$55.8K +3,000 +5%
SIA
160
Schechter Investment Advisors
Michigan
$1.21M -$13.2K -705 -1%
CI
161
Cigna Investments
Connecticut
$1.19M -$57.2K -3,076 -5%
BS
162
Banco Santander
Spain
$1.19M -$1.12M -65,178 -49%
WAAG
163
Wealth Alliance Advisory Group
Kansas
$1.19M -$624K -33,406 -34%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$1.11M -$30.3K -1,622 -3%
YCM
165
Yousif Capital Management
Michigan
$1.1M – – –
LWAC
166
Laurel Wealth Advisors (California)
California
$1.06M -$243K -13,000 -19%
NG
167
NatWest Group
United Kingdom
$1.05M -$442K -23,688 -30%
QCM
168
Qsemble Capital Management
New York
$1.03M +$1.03M +55,200 New
FTDI
169
First Trust Direct Indexing
Massachusetts
$1.03M +$30.2K +1,617 +3%
WC
170
Wexford Capital
Florida
$1.01M +$1.01M +54,512 New
FHB
171
First Hawaiian Bank
Hawaii
$1.01M +$1.81K +97 +0.2%
MCC
172
Money Concepts Capital
Florida
$1M -$56.8K -3,040 -5%
FFM
173
Forum Financial Management
Illinois
$1,000K +$187 +10 +0%
MPPW
174
Mitchell & Pahl Private Wealth
Oklahoma
$997K +$131 +7 +0%
S
175
SignatureFD
Georgia
$974K +$17.2K +919 +2%
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7
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