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UBS Group

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
176
Atlas Capital Advisors
Wyoming
$734K
GT
177
Greenleaf Trust
Michigan
$715K -$4.57K -315 -0.6%
BCM
178
BTC Capital Management
Iowa
$713K +$117K +7,977 +20%
FIM
179
Freedom Investment Management
Connecticut
$703K -$52.3K -3,603 -7%
IRC
180
Investors Research Corp
Georgia
$686K
CAAS
181
Capital Asset Advisory Services
Michigan
$659K -$247K -17,040 -27%
PAS
182
Park Avenue Securities
New York
$640K +$63K +4,345 +11%
HighTower Advisors
183
HighTower Advisors
Illinois
$635K +$19.8K +1,360 +3%
TI
184
Trexquant Investment
Connecticut
$621K -$448K -30,838 -42%
VAS
185
Vestmark Advisory Solutions
Massachusetts
$613K -$38.4K -2,648 -6%
SCM
186
SOL Capital Management
Maryland
$574K
RCAG
187
Rehmann Capital Advisory Group
Michigan
$564K +$74.5K +5,137 +15%
Truist Financial
188
Truist Financial
North Carolina
$553K -$63.7K -4,385 -10%
MML Investors Services
189
MML Investors Services
Massachusetts
$549K +$66.8K +4,600 +14%
MIS
190
Morningstar Investment Services
Illinois
$541K +$30.5K +1,912 +6%
GF
191
Gabelli Funds
New York
$537K
LAM
192
Lingohr Asset Management
Germany
$527K +$9.61K +606 +2%
QI
193
Qtron Investments
Massachusetts
$516K -$136K -9,253 -21%
RJT
194
Raymond James Trust
Florida
$510K -$25.8K -1,781 -5%
PAG
195
Private Advisor Group
New Jersey
$508K -$208K -14,349 -29%
LSAG
196
Lake Street Advisors Group
New Hampshire
$492K -$157K -10,790 -24%
Group One Trading
197
Group One Trading
Illinois
$492K +$492K +33,887 New
OAM
198
Oppenheimer Asset Management
New York
$481K +$7.83K +539 +2%
KAS
199
Kestra Advisory Services
Texas
$432K +$145K +9,988 +51%
VT
200
Vise Technologies
New York
$431K +$95.9K +6,617 +29%