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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$1.91M +$73.3K +2,387 +4%
CI
202
Cigna Investments
Connecticut
$1.9M -$6.31K -205 -0.3%
YCM
203
Yousif Capital Management
Michigan
$1.85M -$37.5K -1,220 -2%
QI
204
Qtron Investments
Massachusetts
$1.82M +$642K +20,831 +55%
SSA
205
Schonfeld Strategic Advisors
New York
$1.81M +$1.81M +58,892 New
Parallax Volatility Advisers
206
Parallax Volatility Advisers
California
$1.79M +$915K +29,790 +104%
LWAM
207
Legacy Wealth Asset Management
Minnesota
$1.75M +$40.8K +1,329 +2%
YIH
208
Y-Intercept (HK)
Hong Kong
$1.75M -$670K -21,822 -28%
FFM
209
Forum Financial Management
Illinois
$1.73M +$77K +2,505 +5%
Lord, Abbett & Co
210
Lord, Abbett & Co
New Jersey
$1.73M +$27K +879 +2%
BS
211
Banco Santander
Spain
$1.69M -$423K -13,760 -20%
ACM
212
Aquatic Capital Management
Illinois
$1.68M -$1.1M -35,700 -39%
MPPW
213
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M -$8.88K -289 -0.5%
JC
214
JBF Capital
Colorado
$1.61M – – –
MWM
215
Massachusetts Wealth Management
Massachusetts
$1.58M -$54.3K -1,766 -3%
SC
216
Syon Capital
California
$1.58M -$1.44M -46,877 -48%
Corient Private Wealth
217
Corient Private Wealth
Florida
$1.58M +$271K +8,836 +21%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$1.54M +$1.24M +40,415 +409%
CCI
219
Credit Capital Investments
New Jersey
$1.54M -$461K -15,000 -23%
ITC
220
Inspire Trust Company
Nevada
$1.52M +$700K +22,780 +86%
P
221
Pitcairn
Pennsylvania
$1.52M +$1.06M +34,624 +235%
SEC
222
Seven Eight Capital
New York
$1.5M -$15.8K -515 -1%
GT
223
Greenleaf Trust
Michigan
$1.47M +$2.61K +85 +0.2%
RhumbLine Advisers
224
RhumbLine Advisers
Massachusetts
$1.46M – – –
O
225
Ossiam
France
$1.46M -$3.75M -121,750 -72%
7 8
9
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