UBS icon

UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
201
Lindbrook Capital
California
$195K +$590 +53 +0.3%
AWM
202
AE Wealth Management
Kansas
$194K +$5.51K +495 +3%
VFA
203
Voya Financial Advisors
Connecticut
$193K +$826 +75 +0.4%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$189K +$187K +16,751 +8,635%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$179K -$3.64K -326 -2%
BCM
206
Blume Capital Management
California
$173K +$16.7K +1,500 +11%
BP
207
Ballentine Partners
Massachusetts
$172K +$914 +82 +0.5%
FCCM
208
First City Capital Management
Georgia
$168K +$4.79K +415 +3%
CA
209
Clearstead Advisors
Ohio
$167K -$55.7K -5,000 -25%
QCG
210
Quadrant Capital Group
Ohio
$167K +$21.9K +1,959 +15%
CCIA
211
Campbell & Co Investment Adviser
Maryland
$164K +$32.3K +2,899 +25%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$163K +$26.1K +2,333 +19%
HS
213
HighVista Strategies
Massachusetts
$155K +$155K +15,080 New
B
214
Bellecapital
Switzerland
$154K -$4.67K -418 -3%
MIS
215
Morningstar Investment Services
Illinois
$153K -$3.31K -300 -2%
SCS
216
Syquant Capital SAS
France
$153K +$153K +13,607 New
GC
217
Guggenheim Capital
Illinois
$151K -$83.6K -7,531 -36%
Verition Fund Management
218
Verition Fund Management
Connecticut
$150K +$150K +13,429 New
CAN
219
Claraphi Advisory Network
United States
$147K -$3.34K -300 -2%
AA
220
Argent Advisors
Louisiana
$146K +$2.45K +220 +2%
Prudential Financial
221
Prudential Financial
New Jersey
$145K +$28.2K +2,530 +24%
VIA
222
Vident Investment Advisory
Georgia
$144K +$144K +12,859 New
FP
223
Financial Perspectives
Minnesota
$139K – – –
CCP
224
Corient Capital Partners
California
$135K +$3.36K +300 +3%
NA
225
NewEdge Advisors
Louisiana
$134K – – –
7 8
9
10 11