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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
201
Cigna Investments
Connecticut
$1.92M +$9.36K +302 +0.5%
CSS
202
Cubist Systematic Strategies
Connecticut
$1.91M -$4.28M -138,426 -69%
YCM
203
Yousif Capital Management
Michigan
$1.9M +$122K +3,950 +7%
Jane Street
204
Jane Street
New York
$1.86M +$746K +24,132 +67%
Bessemer Group
205
Bessemer Group
New Jersey
$1.84M +$1.7M +55,095 +1,215%
CIS
206
Capital International Sarl
California
$1.81M +$265K +8,537 +17%
PAS
207
Park Avenue Securities
New York
$1.72M +$56.9K +1,840 +3%
LWAM
208
Legacy Wealth Asset Management
Minnesota
$1.72M +$182K +5,877 +12%
Lord, Abbett & Co
209
Lord, Abbett & Co
New Jersey
$1.71M +$1.71M +55,221 New
MPPW
210
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M -$20.1K -651 -1%
FFM
211
Forum Financial Management
Illinois
$1.66M +$9.83K +318 +0.6%
MWM
212
Massachusetts Wealth Management
Massachusetts
$1.65M -$64.5K -2,088 -4%
JC
213
JBF Capital
Colorado
$1.62M
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
$1.56M +$318K +10,285 +26%
SEC
215
Seven Eight Capital
New York
$1.52M +$1.52M +49,181 New
USGIU
216
U.S. Global Investors (USGI)
Texas
$1.5M +$1.5M +48,500 New
GT
217
Greenleaf Trust
Michigan
$1.48M -$13.9K -451 -0.9%
RhumbLine Advisers
218
RhumbLine Advisers
Massachusetts
$1.47M
NA
219
Nordwand Advisors
Pennsylvania
$1.44M
FHB
220
First Hawaiian Bank
Hawaii
$1.34M -$710K -22,987 -35%
SCA
221
Snowden Capital Advisors
New York
$1.33M +$1.03M +33,228 +336%
BEAM
222
Baker Ellis Asset Management
Washington
$1.33M
LCGC
223
Legacy Capital Group California
California
$1.32M +$15.4K +497 +1%
Corient Private Wealth
224
Corient Private Wealth
Florida
$1.31M -$87K -2,815 -6%
ACM
225
Ativo Capital Management
Illinois
$1.29M -$760K -24,611 -37%