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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$1.83M -$577K -18,664 -24%
Bessemer Group
202
Bessemer Group
New Jersey
$1.8M -$118K -3,820 -6%
MYIA
203
Mount Yale Investment Advisors
Colorado
$1.79M -$147K -4,753 -8%
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$1.76M +$1.76M +56,887 New
SSA
205
Schonfeld Strategic Advisors
New York
$1.75M +$1.75M +56,701 New
FFM
206
Forum Financial Management
Illinois
$1.74M – – –
DTL
207
Dynamic Technology Lab
Singapore
$1.73M +$1.73M +56,012 New
PI
208
PEAK6 Investments
Illinois
$1.7M +$433K +14,007 +34%
QI
209
Qtron Investments
Massachusetts
$1.66M – – –
YCM
210
Yousif Capital Management
Michigan
$1.66M -$61.2K -1,981 -4%
P
211
Pitcairn
Pennsylvania
$1.65M -$245K -7,925 -13%
MPPW
212
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M -$1.89K -61 -0.1%
TC
213
TownSquare Capital
Utah
$1.59M +$457K +14,794 +40%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$1.59M -$41.6K -1,345 -3%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$1.57M +$291K +9,426 +23%
RhumbLine Advisers
216
RhumbLine Advisers
Massachusetts
$1.53M – – –
GT
217
Greenleaf Trust
Michigan
$1.5M +$13.9K +451 +0.9%
VT
218
Vise Technologies
New York
$1.44M -$72.5K -2,346 -5%
Osaic Holdings
219
Osaic Holdings
Arizona
$1.43M +$16.8K +542 +1%
CCI
220
Credit Capital Investments
New Jersey
$1.42M -$124K -4,000 -8%
AssetMark Inc
221
AssetMark Inc
California
$1.42M +$55K +1,779 +4%
MIS
222
Morningstar Investment Services
Illinois
$1.39M +$40.8K +1,316 +3%
SCP
223
Stamos Capital Partners
California
$1.29M +$13.6K +440 +1%
BEAM
224
Baker Ellis Asset Management
Washington
$1.29M – – –
SIA
225
Schechter Investment Advisors
Michigan
$1.27M -$14.3K -462 -1%
7 8
9
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