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UBS Group

546 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 203 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 203

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$770M
Puts
$965M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$2.55M
177
$2.53M
178
$2.51M
179
$2.5M
180
$2.37M
181
$2.36M
182
$2.35M
183
$2.32M
184
$2.3M
185
$2.24M
186
$2.23M
187
$2.2M
188
$2.12M
189
$2.06M
190
$2.03M
191
$1.99M
192
$1.96M
193
$1.95M
194
$1.93M
195
$1.9M
196
$1.9M
197
$1.88M
198
$1.85M
199
$1.84M
200
$1.84M