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UBS Group

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

1.54% less ownership

Funds ownership: 40.15%38.61% (-1.5%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

14% less capital invested

Capital invested by funds: $30B → $25.7B (-$4.31B)

Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$839M
Puts
$818M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$1.48M
177
$1.42M
178
$1.4M
179
$1.37M
180
$1.36M
181
$1.35M
182
$1.3M
183
$1.29M
184
$1.29M
185
$1.29M
186
$1.25M
187
$1.25M
188
$1.23M
189
$1.18M
190
$1.18M
191
$1.17M
192
$1.15M
193
$1.15M
194
$1.14M
195
$1.11M
196
$1.11M
197
$1.1M
198
$1.09M
199
$1.08M
200
$1.07M