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UBS Group

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
201
Simplicity Solutions
Minnesota
$414K +$64.9K +4,230 +19%
AAS
202
Avantax Advisory Services
Texas
$413K +$413K +26,863 New
SIS
203
Susquehanna International Securities
Ireland
$412K -$1.55M -101,100 -79%
SW
204
SVB Wealth
Massachusetts
$389K -$579K -37,768 -60%
AP
205
Advisor Partners
California
$388K +$16.1K +1,049 +4%
FCI
206
Financial Counselors Inc
Kansas
$387K -$9.57K -624 -2%
FA
207
FDx Advisors
Illinois
$385K +$21.2K +1,383 +6%
CCIA
208
Campbell & Co Investment Adviser
Maryland
$381K -$59.5K -4,200 -14%
ONB
209
Old National Bancorp
Indiana
$381K -$52.9K -3,455 -12%
WFI
210
West Family Investments
California
$378K +$378K +24,639 New
VPIM
211
Vanguard Personalized Indexing Management
California
$362K +$1.78K +116 +0.5%
S
212
SignatureFD
Georgia
$360K +$24.9K +1,620 +7%
KWA
213
KCS Wealth Advisory
California
$354K +$173K +11,290 +96%
CG
214
Caprock Group
Idaho
$337K +$42.2K +2,754 +14%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$327K -$9.04K -590 -3%
SWM
216
Spire Wealth Management
Virginia
$325K -$16.4K -1,068 -5%
CG
217
Colony Group
Massachusetts
$324K -$3.53K -230 -1%
CCP
218
Corient Capital Partners
California
$322K +$88.8K +5,788 +38%
EI
219
Ellevest Inc
New York
$316K +$140K +9,131 +80%
JG
220
Jefferies Group
New York
$308K +$308K +20,119 New
OC
221
Oppenheimer & Co
New York
$297K +$752 +49 +0.3%
LIM
222
Longfellow Investment Management
Massachusetts
$293K -$102K -6,656 -26%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$290K +$119K +7,772 +70%
Creative Planning
224
Creative Planning
Kansas
$285K -$79.5K -5,172 -22%
CS
225
Comerica Securities
Michigan
$281K -$81.5K -5,306 -22%