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UBS Group
UBS

Overview Fund Activity

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$170M
2
Norges Bank
Norges Bank
Norway
+$141M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$79.8M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$50.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$146M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$58.4M
3
UBS Group
UBS Group
Switzerland
-$55.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$53.5M
5
CBT
Capital Bank & Trust
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
SOL Capital Management
Maryland
$712K -$7.97K -500 -1%
CC
177
Centiva Capital
New York
$668K +$668K +41,934 New
HighTower Advisors
178
HighTower Advisors
Illinois
$666K -$2.11M -132,489 -76%
AAM
179
Advisors Asset Management
Colorado
$665K +$148K +9,293 +29%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$653K +$9.97K +626 +2%
VAS
181
Vestmark Advisory Solutions
Massachusetts
$640K +$8.32K +522 +1%
GF
182
Gabelli Funds
New York
$590K – – –
PI
183
PEAK6 Investments
Illinois
$589K +$589K +36,923 New
QI
184
Qtron Investments
Massachusetts
$572K – – –
KAS
185
Kestra Advisory Services
Texas
$561K -$66.3K -4,155 -11%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$551K +$84.6K +5,292 +18%
RJT
187
Raymond James Trust
Florida
$532K +$7.59K +477 +1%
CSS
188
Cubist Systematic Strategies
Connecticut
$501K -$1.09M -68,381 -69%
MNBTD
189
Moody National Bank Trust Division
Texas
$499K +$479 +30 +0.1%
TI
190
Trexquant Investment
Connecticut
$498K -$434K -27,187 -47%
SS
191
Simplicity Solutions
Minnesota
$494K +$63.7K +3,992 +15%
SSA
192
Schonfeld Strategic Advisors
New York
$481K -$2.93M -182,085 -86%
COPPSERS
193
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$481K – – –
GI
194
Gradient Investments
Minnesota
$477K -$20.2K -1,265 -4%
Simplex Trading
195
Simplex Trading
Illinois
$468K – – –
S
196
SignatureFD
Georgia
$467K +$93.7K +5,885 +25%
VPIM
197
Vanguard Personalized Indexing Management
California
$466K +$89.4K +5,606 +24%
Creative Planning
198
Creative Planning
Kansas
$454K +$158K +9,906 +53%
FA
199
FDx Advisors
Illinois
$442K +$41.3K +2,587 +10%
WPA
200
Winning Points Advisors
Florida
$433K +$1.8K +113 +0.4%
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