UBS icon

UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$829M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
Goldman Sachs
New York
$1.2B
4
Norges Bank
Norges Bank
Norway
$4.4B
5
Amundi
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.38B
2
CS
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
Deutsche Bank
Germany
$416M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$3.23M +$2.67M +108,399 +475%
FFM
152
Fullerton Fund Management
Singapore
$3.14M +$3.14M +138,304 New
MAM
153
Monaco Asset Management
Monaco
$3.06M -$5.91M -238,803 -66%
PBCM
154
Point Break Capital Management
Florida
$3M +$3M +121,900 New
LCM
155
Logan Capital Management
Pennsylvania
$2.89M -$368K -14,910 -11%
CW
156
Connectus Wealth
Ohio
$2.85M -$28.5K -1,156 -1%
VPIM
157
Vanguard Personalized Indexing Management
California
$2.84M +$180K +7,302 +7%
USAA
158
United Services Automobile Association
Texas
$2.73M +$386K +15,561 +16%
MGP
159
Metis Global Partners
California
$2.72M -$359K -14,502 -12%
LPL Financial
160
LPL Financial
California
$2.69M +$19.8K +802 +0.7%
HCMT
161
Highland Capital Management (Tennessee)
Tennessee
$2.63M +$61.6K +2,500 +2%
MCM
162
Mitchell Capital Management
Kansas
$2.62M -$4.91K -199 -0.2%
QT
163
Quantbot Technologies
New York
$2.59M +$2.59M +104,942 New
BCM
164
Bridgeway Capital Management
Texas
$2.58M +$7.4K +300 +0.3%
KWA
165
KCS Wealth Advisory
California
$2.54M -$469K -19,011 -16%
BS
166
Banco Santander
Spain
$2.53M -$669K -26,983 -21%
HFS
167
Hantz Financial Services
Michigan
$2.41M -$80.8K -3,277 -3%
PFO
168
Pathstone Family Office
New Jersey
$2.35M +$60.9K +2,460 +3%
Tudor Investment Corp
169
Tudor Investment Corp
Connecticut
$2.33M -$8.24M -334,202 -78%
IAA
170
Independent Advisor Alliance
North Carolina
$2.32M -$60.2K -2,444 -3%
TPW
171
Transatlantique Private Wealth
New York
$2.17M +$2.17M +87,351 New
QCM
172
Quantinno Capital Management
New York
$2.1M +$930K +37,722 +80%
Charles Schwab
173
Charles Schwab
California
$2.09M +$1.01M +41,112 +94%
BIC
174
Beach Investment Counsel
Pennsylvania
$2.07M -$40.3K -1,634 -2%
Simplex Trading
175
Simplex Trading
Illinois
$1.95M +$602K +24,404 +45%
5 6
7
8 9