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UBS Group
UBS

Overview Fund Activity

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$6.45B
2
Norges Bank
Norges Bank
Norway
$3.24B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$762M
4
CCM
Causeway Capital Management
California
$204M
5
CS
Credit Suisse
Switzerland
$2.23B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$406M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$227M
4
Goldman Sachs
Goldman Sachs
New York
$804M
5
Axa
Axa
France
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
151
Boston Partners
Massachusetts
$2.2M +$331K +15,517 +18%
HFS
152
Hantz Financial Services
Michigan
$2.18M -$242K -11,340 -10%
PFO
153
Pathstone Family Office
New Jersey
$2.15M -$1.47M -69,512 -41%
SM
154
Scoggin Management
New York
$2.13M +$2.13M +100,000 New
LPL Financial
155
LPL Financial
California
$2.05M +$173K +8,084 +9%
USAA
156
United Services Automobile Association
Texas
$2.02M -$1.26M -59,868 -38%
RWM
157
Ritholtz Wealth Management
New York
$2.02M +$79.2K +3,711 +4%
OC
158
Oppenheimer & Co
New York
$1.93M +$1.58M +73,912 +441%
PI
159
PEAK6 Investments
Illinois
$1.92M +$1.92M +89,999 New
VPIM
160
Vanguard Personalized Indexing Management
California
$1.9M +$44.6K +2,088 +2%
US Bancorp
161
US Bancorp
Minnesota
$1.88M +$132K +6,182 +8%
BIC
162
Beach Investment Counsel
Pennsylvania
$1.85M +$1.57M +73,746 +581%
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$1.82M +$43K +2,041 +2%
TAM
164
Tocqueville Asset Management
New York
$1.79M -$13M -608,101 -88%
OQS
165
Occudo Quantitative Strategies
Florida
$1.74M +$1.74M +81,622 New
AW
166
Alaethes Wealth
Nevada
$1.68M +$93.6K +4,387 +6%
DA
167
Duality Advisers
Florida
$1.63M -$609K -28,525 -27%
MCM
168
Mitchell Capital Management
Kansas
$1.6M +$40.4K +1,894 +3%
CIS
169
Capital International Sarl
California
$1.59M +$1.59M +75,071 New
ACM
170
Ativo Capital Management
Illinois
$1.51M -$19.4K -907 -1%
LWAM
171
Legacy Wealth Asset Management
Minnesota
$1.5M -$28.6K -1,338 -2%
Victory Capital Management
172
Victory Capital Management
Texas
$1.45M +$1.45M +67,762 New
VIA
173
Vident Investment Advisory
Georgia
$1.42M -$644K -30,394 -31%
FHB
174
First Hawaiian Bank
Hawaii
$1.41M +$264K +12,379 +23%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$1.39M -$25.7K -1,206 -2%
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