UBS icon

UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$841M
2
Marshall Wace
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.18B
2
CS
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
176
Liberty One Investment Management
Illinois
$971K -$65K -3,480 -6%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$951K -$300K -16,074 -24%
CB
178
Centennial Bank
Arkansas
$931K +$931K +49,860 New
CCIA
179
Campbell & Co Investment Adviser
Maryland
$917K +$720K +38,678 +365%
PAS
180
Park Avenue Securities
New York
$915K +$90.5K +4,844 +11%
BCM
181
BTC Capital Management
Iowa
$902K -$9.69K -519 -1%
GT
182
Greenleaf Trust
Michigan
$901K -$18.7K -999 -2%
QI
183
Qtron Investments
Massachusetts
$892K +$240K +12,924 +37%
FIM
184
Freedom Investment Management
Connecticut
$887K -$17.2K -923 -2%
IRC
185
Investors Research Corp
Georgia
$874K -$8.4K -450 -1%
AAM
186
Advisors Asset Management
Colorado
$870K -$109K -5,856 -11%
NA
187
Nordwand Advisors
Pennsylvania
$844K +$844K +45,220 New
MML Investors Services
188
MML Investors Services
Massachusetts
$787K +$81.2K +4,351 +12%
VAS
189
Vestmark Advisory Solutions
Massachusetts
$758K -$30.9K -1,657 -4%
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
$758K +$509K +27,288 +205%
Truist Financial
191
Truist Financial
North Carolina
$757K +$45.8K +2,454 +6%
SCM
192
SOL Capital Management
Maryland
$739K – – –
CAN
193
Cetera Advisor Networks
California
$712K +$712K +38,147 New
GF
194
Gabelli Funds
New York
$691K – – –
RCAG
195
Rehmann Capital Advisory Group
Michigan
$670K -$55.9K -2,994 -8%
QCM
196
Quantinno Capital Management
New York
$652K +$652K +34,937 New
MIS
197
Morningstar Investment Services
Illinois
$635K -$22.1K -1,143 -3%
HighTower Advisors
198
HighTower Advisors
Illinois
$627K -$185K -9,964 -23%
LAM
199
Lingohr Asset Management
Germany
$620K – – –
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$613K +$198K +10,607 +48%
6 7
8
9 10