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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$4.05M -$7.93M -260,549 -66%
BCI
152
Brinker Capital Investments
Pennsylvania
$3.98M -$476K -15,691 -11%
OPS
153
Orion Portfolio Solutions
Nebraska
$3.98M -$476K -15,691 -11%
HighTower Advisors
154
HighTower Advisors
Illinois
$3.95M +$2.2M +71,124 +125%
MGP
155
Metis Global Partners
California
$3.8M +$393K +12,667 +12%
USAA
156
United Services Automobile Association
Texas
$3.79M +$368K +11,849 +11%
JFG
157
Jefferies Financial Group
New York
$3.72M -$4.94M -159,501 -57%
VPIM
158
Vanguard Personalized Indexing Management
California
$3.68M +$120K +3,872 +3%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$3.59M +$1.46M +47,287 +69%
GLAM
160
Gardner Lewis Asset Management
Pennsylvania
$3.53M +$1.51M +48,752 +74%
Charles Schwab
161
Charles Schwab
California
$3.53M +$911K +29,487 +35%
CW
162
Connectus Wealth
Ohio
$3.51M -$52.9K -1,711 -1%
HCMT
163
Highland Capital Management (Tennessee)
Tennessee
$3.32M +$15.3K +495 +0.5%
GS
164
GTS Securities
New York
$3.25M +$3.25M +105,214 New
MCM
165
Mitchell Capital Management
Kansas
$3.2M -$78.7K -2,547 -2%
PAPAIJV
166
Paragon Associates & Paragon Associates II Joint Venture
Texas
$3.09M +$773K +25,000 +33%
MML Investors Services
167
MML Investors Services
Massachusetts
$3.08M +$1.35M +43,843 +79%
Truist Financial
168
Truist Financial
North Carolina
$3.05M +$1.63M +52,668 +114%
HCM
169
Helios Capital Management
Singapore
$3.05M +$3.05M +98,224 New
SC
170
Syon Capital
California
$3.04M +$1.63M +52,675 +115%
QCM
171
Quantinno Capital Management
New York
$3.01M +$376K +12,181 +14%
LCM
172
Logan Capital Management
Pennsylvania
$2.92M -$706K -22,843 -19%
TPW
173
Transatlantique Private Wealth
New York
$2.8M +$75.9K +2,437 +3%
ACM
174
Aquatic Capital Management
Illinois
$2.8M +$2.8M +90,500 New
IAA
175
Independent Advisor Alliance
North Carolina
$2.79M -$121K -3,900 -4%