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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$3.66M -$2.41M -77,757 -40%
VA
152
Vident Advisory
Georgia
$3.63M +$1.97M +63,868 +119%
TCCM
153
Timber Creek Capital Management
Massachusetts
$3.63M +$978K +31,643 +37%
CAM
154
Cresset Asset Management
Illinois
$3.62M +$221K +7,152 +6%
Fiera Capital (Canada)
155
Fiera Capital (Canada)
Quebec, Canada
$3.45M +$1.55M +50,041 +81%
USAA
156
United Services Automobile Association
Texas
$3.4M -$423K -13,733 -11%
MCM
157
Mitchell Capital Management
Kansas
$3.36M +$44.9K +1,451 +1%
NG
158
NatWest Group
United Kingdom
$3.27M +$431K +13,928 +15%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$2.17M +70,278 +203%
ITC
160
Inspire Trust Company
Nevada
$3.23M +$865K +28,000 +37%
PIM
161
Plato Investment Management
Australia
$3.19M +$3.19M +103,270 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$3.18M +$16.1K +521 +0.5%
Point72 Asset Management
163
Point72 Asset Management
Connecticut
$3.17M +$2.98M +96,300 +1,505%
PHK
164
Point72 Hong Kong
Hong Kong
$3.15M -$2.21M -71,637 -41%
Nomura Holdings
165
Nomura Holdings
Japan
$3.09M +$3.09M +100,025 New
PBCM
166
Point Break Capital Management
Florida
$3.06M -$124K -4,000 -4%
MGP
167
Metis Global Partners
California
$3.05M -$156K -5,053 -5%
HCM
168
Helios Capital Management
Singapore
$3.03M – – –
HCMT
169
Highland Capital Management (Tennessee)
Tennessee
$3.02M -$13.3K -431 -0.4%
GAM
170
Groupama Asset Management
France
$3M +$1.55M +62,579 +107%
US Bancorp
171
US Bancorp
Minnesota
$2.91M +$85.8K +2,776 +3%
LCM
172
Logan Capital Management
Pennsylvania
$2.72M +$109K +3,540 +4%
MML Investors Services
173
MML Investors Services
Massachusetts
$2.69M -$10.4K -335 -0.4%
IAA
174
Independent Advisor Alliance
North Carolina
$2.65M -$15.6K -505 -0.6%
CCG
175
Cloverfields Capital Group
Minnesota
$2.55M +$262K +8,479 +11%
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