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UBS Group
UBS

Overview Fund Activity

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$170M
2
Norges Bank
Norges Bank
Norway
+$141M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$79.8M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$50.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$146M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$58.4M
3
UBS Group
UBS Group
Switzerland
-$55.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$53.5M
5
CBT
Capital Bank & Trust
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANI
201
American National Insurance
Texas
$432K – – –
Fisher Asset Management
202
Fisher Asset Management
Washington
$420K -$88.6K -5,563 -17%
WFI
203
West Family Investments
California
$408K +$14.9K +932 +4%
CCP
204
Corient Capital Partners
California
$407K +$72.4K +4,544 +22%
FCI
205
Financial Counselors Inc
Kansas
$402K – – –
AP
206
Advisor Partners
California
$401K -$2.81K -176 -0.7%
ATIA
207
American Trust Investment Advisors
New Hampshire
$394K +$394K +24,710 New
SFI
208
Susquehanna Fundamental Investments
Pennsylvania
$388K +$388K +24,110 New
ONB
209
Old National Bancorp
Indiana
$383K -$13.1K -823 -3%
Group One Trading
210
Group One Trading
Illinois
$382K +$382K +23,979 New
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$370K +$337K +21,225 +1,018%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$365K +$25.2K +1,583 +7%
CA
213
Cullinan Associates
Kentucky
$351K -$249K -15,600 -41%
SWM
214
Spire Wealth Management
Virginia
$343K +$5.97K +375 +2%
CG
215
Colony Group
Massachusetts
$341K +$5.18K +325 +2%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$335K +$33.8K +2,123 +11%
CAM
217
Cresset Asset Management
Illinois
$323K +$323K +20,242 New
SIM
218
Studio Investment Management
Illinois
$316K +$316K +19,818 New
OC
219
Oppenheimer & Co
New York
$309K – – –
CAG
220
Csenge Advisory Group
Florida
$309K +$67.3K +4,224 +28%
MIS
221
Morningstar Investment Services
Illinois
$305K +$53.5K +3,317 +21%
Mariner
222
Mariner
Kansas
$296K +$38.6K +2,420 +15%
BRWA
223
B. Riley Wealth Advisors
Florida
$294K +$26.1K +1,637 +10%
SW
224
SVB Wealth
Massachusetts
$292K -$113K -7,075 -28%
CS
225
Comerica Securities
Michigan
$287K -$4.62K -290 -2%
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