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UBS Group

526 hedge funds and large institutions have $41.6B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.9% more ownership

Funds ownership: 37.06%38.96% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 173

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

Holders
526
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.37B
Puts
$945M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$632M
3 +$591M
4
Morgan Stanley
Morgan Stanley
New York
+$349M
5
N
Nuveen
North Carolina
+$309M

Top Sellers

1 -$1.17B
2 -$424M
3 -$316M
4
Goldman Sachs
Goldman Sachs
New York
-$286M
5
Amundi
Amundi
France
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$2.79M
177
$2.78M
178
$2.75M
179
$2.73M
180
$2.63M
181
$2.6M
182
$2.43M
183
$2.39M
184
$2.38M
185
$2.38M
186
$2.34M
187
$2.33M
188
$2.33M
189
$2.32M
190
$2.32M
191
$2.27M
192
$2.19M
193
$2.19M
194
$2.16M
195
$2.14M
196
$2.07M
197
$2.06M
198
$2.02M
199
$2.01M
200
$2M