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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$743M
2
GQG Partners
GQG Partners
Florida
$114M
3
CS
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
Dodge & Cox
California
$1.38B
4
SCCM
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$368K +$26.4K +1,702 +8%
CS
202
Comerica Securities
Michigan
$366K -$19.1K -1,231 -5%
BPCE
203
Bank Pictet & Cie (Europe)
Germany
$365K -$258K -16,600 -41%
VPIM
204
Vanguard Personalized Indexing Management
California
$365K +$16.4K +1,056 +5%
BCM
205
Bayesian Capital Management
New York
$354K -$34.2K -2,200 -9%
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$353K -$131K -8,444 -27%
SS
207
Simplicity Solutions
Minnesota
$353K +$353K +22,749 New
SWM
208
Spire Wealth Management
Virginia
$346K +$346K +22,239 New
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$340K +$15.8K +1,021 +5%
S
210
SignatureFD
Georgia
$339K +$15.1K +971 +5%
ICP
211
Interchange Capital Partners
Pennsylvania
$331K -$174K -4,864 -34%
CG
212
Colony Group
Massachusetts
$331K +$331K +21,320 New
LSAG
213
Lake Street Advisors Group
New Hampshire
$326K +$5.52K +356 +2%
GT
214
Glenview Trust
Kentucky
$311K +$311K +20,000 New
First Trust Advisors
215
First Trust Advisors
Illinois
$302K +$226K +41,356 +300%
OC
216
Oppenheimer & Co
New York
$300K -$25.5K -1,640 -8%
CG
217
Caprock Group
Idaho
$298K -$16.1K -1,039 -5%
BRWA
218
B. Riley Wealth Advisors
Florida
$296K -$109K -6,972 -27%
HS
219
HighVista Strategies
Massachusetts
$292K +$102K +7,007 +54%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$288K +$87.4K +5,644 +44%
PP
221
Paloma Partners
Connecticut
$286K +$84.5K +5,446 +42%
PP
222
PDT Partners
New York
$276K -$34.4K -2,221 -11%
BIC
223
Beach Investment Counsel
Pennsylvania
$274K – – –
AAM
224
Advisors Asset Management
Colorado
$270K +$123K +7,904 +84%
CBFP
225
Cedar Brook Financial Partners
Ohio
$265K -$3.7K -238 -1%
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