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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
176
Investors Research Corp
Georgia
$767K – – –
RWM
177
Ritholtz Wealth Management
New York
$730K +$447K +27,542 +158%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$728K -$96.8K -5,969 -12%
S
179
SignatureFD
Georgia
$728K +$131K +8,054 +22%
LSAG
180
Lake Street Advisors Group
New Hampshire
$725K -$73.1K -4,508 -9%
QI
181
Qtron Investments
Massachusetts
$712K +$139K +8,663 +24%
Mariner
182
Mariner
Kansas
$699K +$17.9K +1,107 +3%
Truist Financial
183
Truist Financial
North Carolina
$688K -$282K -17,386 -29%
HighTower Advisors
184
HighTower Advisors
Illinois
$687K -$39.9K -2,458 -5%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$670K -$11.3K -695 -2%
BCM
186
BTC Capital Management
Iowa
$659K +$659K +40,839 New
PAS
187
Park Avenue Securities
New York
$645K +$59.4K +3,667 +10%
Creative Planning
188
Creative Planning
Kansas
$643K +$4.84K +298 +0.8%
SCM
189
SOL Capital Management
Maryland
$642K -$66.5K -4,100 -9%
VF
190
Virtu Financial
New York
$615K +$615K +37,898 New
RJT
191
Raymond James Trust
Florida
$600K -$698 -43 -0.1%
GF
192
Gabelli Funds
New York
$600K – – –
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$560K +$17.6K +1,065 +3%
AWM
194
Altium Wealth Management
New York
$553K +$223K +13,726 +67%
RCAG
195
Rehmann Capital Advisory Group
Michigan
$547K +$1.98K +122 +0.4%
MML Investors Services
196
MML Investors Services
Massachusetts
$539K -$306K -18,857 -36%
LAM
197
Lingohr Asset Management
Germany
$531K – – –
OAM
198
Oppenheimer Asset Management
New York
$528K -$7.29K -450 -1%
MIS
199
Morningstar Investment Services
Illinois
$526K +$98.2K +5,980 +23%
CPC
200
Cookson Peirce & Co
Pennsylvania
$508K +$508K +31,295 New
6 7
8
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