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UBS Group

548 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$770M
Puts
$965M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.84M
202
$1.84M
203
$1.83M
204
$1.8M
205
$1.79M
206
$1.76M
207
$1.75M
208
$1.74M
209
$1.73M
210
$1.7M
211
$1.66M
212
$1.66M
213
$1.65M
214
$1.65M
215
$1.59M
216
$1.59M
217
$1.57M
218
$1.53M
219
$1.5M
220
$1.44M
221
$1.43M
222
$1.42M
223
$1.42M
224
$1.39M
225
$1.29M