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UBS Group

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

1.54% less ownership

Funds ownership: 40.15%38.61% (-1.5%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

14% less capital invested

Capital invested by funds: $30B → $25.7B (-$4.31B)

Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$839M
Puts
$818M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.06M
202
$1.04M
203
$1.02M
204
$1.01M
205
$990K
206
$983K
207
$978K
208
$978K
209
$960K
210
$952K
211
$946K
212
$945K
213
$943K
214
$936K
215
$919K
216
$910K
217
$887K
218
$873K
219
$869K
220
$851K
221
$850K
222
$849K
223
$846K
224
$825K
225
$809K