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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
201
Lake Street Advisors Group
New Hampshire
$292K +$16K +1,134 +6%
CG
202
Caprock Group
Idaho
$286K +$12.5K +887 +5%
PP
203
PDT Partners
New York
$283K +$283K +20,021 New
Lido Advisors
204
Lido Advisors
California
$281K +$281K +19,914 New
FA
205
FDx Advisors
Illinois
$277K -$33.3K -2,357 -11%
BCI
206
Brinker Capital Investments
Pennsylvania
$276K -$1.78M -126,333 -87%
HighTower Advisors
207
HighTower Advisors
Illinois
$275K +$112K +7,884 +69%
VIA
208
Vident Investment Advisory
Georgia
$260K +$78.4K +5,554 +43%
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$257K +$257K +18,210 New
OCG
210
Opus Capital Group
Ohio
$255K – – –
AWM
211
AE Wealth Management
Kansas
$255K +$8.87K +628 +4%
BIC
212
Beach Investment Counsel
Pennsylvania
$249K -$123K -8,750 -33%
CAG
213
Csenge Advisory Group
Florida
$247K -$21.4K -1,516 -8%
CBFP
214
Cedar Brook Financial Partners
Ohio
$245K +$245K +17,304 New
GQG Partners
215
GQG Partners
Florida
$242K -$343M -24,362,248 -100%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$236K +$236K +16,715 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$233K +$6K +424 +3%
GC
218
Guggenheim Capital
Illinois
$227K +$34.9K +2,468 +18%
CA
219
Clearstead Advisors
Ohio
$220K +$8.07K +571 +4%
BP
220
Ballentine Partners
Massachusetts
$219K +$1.14K +81 +0.5%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$218K -$38K -2,689 -15%
MIP
222
Marietta Investment Partners
Wisconsin
$213K +$213K +15,074 New
TI
223
Trexquant Investment
Connecticut
$208K +$208K +14,731 New
ICP
224
Interchange Capital Partners
Pennsylvania
$199K +$199K +14,116 New
QOP
225
Quinn Opportunity Partners
Virginia
$198K -$91.9K -6,500 -32%
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