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UBS Group

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
176
First Trust Direct Indexing
Massachusetts
$692K +$153K +9,992 +28%
LAM
177
Lingohr Asset Management
Germany
$689K
PAS
178
Park Avenue Securities
New York
$667K +$55.6K +3,623 +9%
HF
179
HRT Financial
New York
$660K +$660K +43,054 New
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$657K +$657K +42,807 New
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$619K +$24.6K +1,602 +4%
RC
182
RBF Capital
California
$614K +$614K +40,000 New
VAS
183
Vestmark Advisory Solutions
Massachusetts
$608K -$14K -915 -2%
KAS
184
Kestra Advisory Services
Texas
$603K +$2.91K +190 +0.5%
BS
185
Banco Santander
Spain
$591K -$690K -48,722 -54%
CA
186
Cullinan Associates
Kentucky
$577K +$424K +27,600 +276%
GF
187
Gabelli Funds
New York
$568K
QI
188
Qtron Investments
Massachusetts
$545K -$512K -33,438 -48%
RJT
189
Raymond James Trust
Florida
$505K -$64.1K -4,183 -11%
AAM
190
Advisors Asset Management
Colorado
$497K +$231K +15,069 +87%
Fisher Asset Management
191
Fisher Asset Management
Washington
$490K +$3.21K +209 +0.7%
MNBTD
192
Moody National Bank Trust Division
Texas
$479K -$445 -29 -0.1%
GI
193
Gradient Investments
Minnesota
$478K +$16.6K +1,083 +4%
Simplex Trading
194
Simplex Trading
Illinois
$464K -$182K -11,867 -28%
COPPSERS
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$463K +$463K +30,193 New
RCAG
196
Rehmann Capital Advisory Group
Michigan
$446K -$5.82K -380 -1%
LSAG
197
Lake Street Advisors Group
New Hampshire
$441K +$82.3K +4,821 +23%
VF
198
Virtu Financial
New York
$432K +$783 +51 +0.2%
ANI
199
American National Insurance
Texas
$416K
WPA
200
Winning Points Advisors
Florida
$416K