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UBS Group
UBS

Overview Fund Activity

300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
55
Increased
106
Reduced
93
Closed
50
Calls
$254M
Puts
$433M
Net Calls
-$179M
Net Calls Change
-$34.9M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.5B
2
Norges Bank
Norges Bank
Norway
$1.41B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.02B
4
Deutsche Bank
Deutsche Bank
Germany
$238M
5
DZ Bank
DZ Bank
Germany
$43.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$12.8M
2
Goldman Sachs
Goldman Sachs
New York
$184M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.83M
4
GQG Partners
GQG Partners
Florida
$0
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Cresset Asset Management
Illinois
$128K -$42.1K -4,548 -25%
TSS
202
Two Sigma Securities
New York
$126K +$126K +13,575 New
FCI
203
Financial Counselors Inc
Kansas
$124K -$1.24K -133 -1%
FT
204
Fiduciary Trust
Massachusetts
$121K – – –
GWMIA
205
Global Wealth Management Investment Advisory
Florida
$118K – – –
BCM
206
Blume Capital Management
California
$118K +$6.45K +700 +6%
CAM
207
Cozad Asset Management
Illinois
$117K +$11.9K +1,290 +11%
FP
208
Financial Perspectives
Minnesota
$116K – – –
AA
209
Argent Advisors
Louisiana
$115K +$115K +12,452 New
CCP
210
Corient Capital Partners
California
$111K -$33.6K -3,635 -23%
PA
211
Parallel Advisors
California
$108K +$70.3K +7,615 +186%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$104K +$1.68K +179 +2%
SRC
213
Sage Rhino Capital
California
$103K +$103K +11,156 New
CB
214
Commerce Bank
Missouri
$102K +$102K +10,992 New
JWA
215
JFS Wealth Advisors
Pennsylvania
$97K – – –
DI
216
Diligent Investors
California
$95K – – –
SI
217
Stephens Inc
Arkansas
$94K -$3.24K -349 -3%
HA
218
Harbor Advisors
Florida
$94K – – –
FA
219
FDx Advisors
Illinois
$93K +$93K +10,064 New
AT
220
Arden Trust
Delaware
$86K +$86K +9,235 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$81K – – –
AF
222
Advisornet Financial
Minnesota
$68K +$1.51K +163 +2%
TPCW
223
TD Private Client Wealth
New York
$60.3K +$5.66K +611 +10%
HWA
224
HHM Wealth Advisors
Tennessee
$60K +$60K +6,500 New
HNB
225
Huntington National Bank
Ohio
$55K -$4.68K -504 -8%
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