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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
176
Hantz Financial Services
Michigan
$2.78M -$237K -7,666 -8%
US Bancorp
177
US Bancorp
Minnesota
$2.75M +$405K +13,122 +17%
MIS
178
Morningstar Investment Services
Illinois
$2.73M +$1.39M +44,870 +103%
BBP
179
Banco BTG Pactual
Brazil
$2.63M +$2.63M +85,000 New
BIC
180
Beach Investment Counsel
Pennsylvania
$2.6M
YIH
181
Y-Intercept (HK)
Hong Kong
$2.43M +$2.43M +78,746 New
CAM
182
Cresset Asset Management
Illinois
$2.39M +$115K +3,727 +5%
ET
183
Equitable Trust
Tennessee
$2.38M +$2.38M +77,026 New
Simplex Trading
184
Simplex Trading
Illinois
$2.38M -$58.5K -1,894 -2%
Cerity Partners
185
Cerity Partners
New York
$2.34M +$754K +24,409 +48%
BCM
186
Bridgeway Capital Management
Texas
$2.33M -$902K -29,200 -28%
AW
187
Alaethes Wealth
Nevada
$2.33M -$11.6K -377 -0.5%
GJL
188
Gendell Jeffrey L
$2.32M
NG
189
NatWest Group
United Kingdom
$2.32M +$697K +22,562 +43%
AI
190
Atria Investments
North Carolina
$2.27M +$78.1K +2,526 +4%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$2.19M +$1.03M +33,348 +89%
SB
192
Simmons Bank
Arkansas
$2.19M +$127K +4,104 +6%
MYIA
193
Mount Yale Investment Advisors
Colorado
$2.16M +$1.43M +46,179 +195%
BS
194
Banco Santander
Spain
$2.14M -$1.02M -32,954 -32%
S
195
SignatureFD
Georgia
$2.07M +$77.8K +2,517 +4%
AA
196
Altman Advisors
Illinois
$2.06M -$53.2K -1,721 -3%
FTDI
197
First Trust Direct Indexing
Massachusetts
$2.02M +$222K +7,193 +12%
CCI
198
Credit Capital Investments
New Jersey
$2.01M
IWC
199
Integrated Wealth Concepts
Massachusetts
$2M +$211K +6,841 +12%
WAAG
200
Wealth Alliance Advisory Group
Kansas
$1.97M