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UBS Group

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.49% more ownership

Funds ownership: 37.66%40.15% (+2.5%)

13% less call options, than puts

Call options by funds: $680M | Put options by funds: $779M

22% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 164

Holders
433
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$680M
Puts
$779M
Net Calls
Net Calls Change

Top Sellers

1 -$601M
2 -$432M
3 -$235M
4
Goldman Sachs
Goldman Sachs
New York
-$157M
5
Axa
Axa
France
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$2.2M
152
$2.18M
153
$2.15M
154
$2.13M
155
$2.05M
156
$2.02M
157
$2.02M
158
$1.93M
159
$1.92M
160
$1.9M
161
$1.88M
162
$1.84M
163
$1.82M
164
$1.79M
165
$1.74M
166
$1.68M
167
$1.63M
168
$1.6M
169
$1.59M
170
$1.51M
171
$1.5M
172
$1.45M
173
$1.42M
174
$1.41M
175
$1.39M