Position in HAE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$29,680,133
-$13,574,978 QoQ
Shares Held
526,617
-2.4% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HAE Over Time
Shares Held
Position Value (USD)
Derivatives in HAE
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$3,777,350
PutShares
77,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Mar 31, 2026UBS Group AG holds $5,241,938,219 across 132 Medical Devices names. HAE ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
12,152,765 | $1,247,724,380 | |
| 2 | BSX |
Boston Scientific Corp
|
14,824,662 | $930,247,536 | |
| 3 | MDT |
Medtronic plc
|
6,412,252 | $555,621,633 | |
| 4 | SYK |
Stryker Corp
|
1,646,714 | $541,093,748 | |
| 5 | DXCM |
Dexcom Inc
|
4,349,959 | $273,177,422 | |
| 6 | EW |
Edwards Lifesciences Corp
|
2,561,776 | $205,147,019 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
2,805,315 | $199,682,320 | |
| 8 | PEN |
Penumbra Inc
|
560,335 | $183,997,200 |
All Filings in HAE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,680,133 | 526,617 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $43,255,111 | 539,677 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $70,798,309 | 1,452,571 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,777,350 | 77,500 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $64,894,957 | 869,789 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,442,962 | 416,097 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,031,336 | 192,512 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,932,816 | 24,046 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,555,819 | 18,806 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,960,029 | 58,114 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,164,159 | 72,087 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,983,532 | 44,469 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,948,560 | 69,868 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,866,692 | 58,812 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,401,532 | 43,249 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $442,329 | 5,975 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $329,549 | 5,056 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,255,295 | 19,856 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,773,604 | 33,439 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $241,347 | 3,419 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $1,270,620 | 18,000 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $246,167 | 3,694 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,012,277 | 18,127 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,779,106 | 23,403 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,194,396 | 36,612 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $512,462 | 5,722 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,147,485 | 11,514 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||