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Union Pacific
UNP

Overview Fund Activity

1,607 hedge funds and large institutions have $83.8B invested in Union Pacific in 2017 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 521 increasing their positions, 623 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+171
Holders Change %
+11.91%
% of All Funds
36.5%
Holding in Top 10
81
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+84.09%
% of All Funds
1.84%
New
239
Increased
521
Reduced
623
Closed
58
Calls
$10.3B
Puts
$1.97B
Net Calls
+$8.37B
Net Calls Change
+$4.85B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.33B
2
Morgan Stanley
Morgan Stanley
New York
$1.8B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$312M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$289M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$632M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.16B
2
SCP
Soroban Capital Partners
New York
$953M
3
Bank of America
Bank of America
North Carolina
$2.22B
4
Lazard Asset Management
Lazard Asset Management
New York
$426M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
1426
Farr Miller & Washington
District of Columbia
$236K – – –
FHB
1427
First Hawaiian Bank
Hawaii
$236K +$134 +1 +0.1%
AEPG
1428
American Economic Planning Group
New Jersey
$236K +$1.48K +11 +0.6%
PAS
1429
Partnervest Advisory Services
California
$236K +$236K +1,758 New
AF
1430
Affiance Financial
Minnesota
$234K – – –
LA
1431
Lau Associates
Delaware
$233K +$233K +1,735 New
SC
1432
Searle & Co
Connecticut
$232K +$232K +1,733 New
Jacobs Levy Equity Management
1433
Jacobs Levy Equity Management
New Jersey
$231K -$314K -2,341 -58%
MIC
1434
Meridian Investment Counsel
California
$231K – – –
JWA
1435
JFS Wealth Advisors
Pennsylvania
$230K +$15.5K +116 +7%
ECM
1436
EagleClaw Capital Management
Massachusetts
$229K +$229K +1,700 New
TC
1437
Trust Company
Kansas
$228K – – –
HL
1438
HeadInvest LLC
Maine
$228K +$228K +1,700 New
GIA
1439
GHP Investment Advisors
Colorado
$228K +$228K +1,704 New
DCM
1440
Donaldson Capital Management
Indiana
$226K -$37.6K -281 -14%
MCM
1441
McMillion Capital Management
North Carolina
$226K +$226K +1,682 New
SI
1442
Scharf Investments
California
$226K +$226K +1,689 New
SG
1443
Swarthmore Group
Pennsylvania
$225K -$16.8K -125 -7%
CCMINC
1444
Cardinal Capital Management Inc (North Carolina)
North Carolina
$224K +$224K +1,674 New
AAM
1445
Aureus Asset Management
Massachusetts
$223K -$24.3K -181 -10%
FAM
1446
Fenimore Asset Management
New York
$221K -$231K -1,720 -51%
SC
1447
SRB Corp
Massachusetts
$220K – – –
JIP
1448
Jaffetilchin Investment Partners
Florida
$220K +$220K +1,637 New
FLA
1449
Financial Life Advisors
Texas
$220K +$220K +1,642 New
ZAM
1450
Zevin Asset Management
Massachusetts
$218K -$67K -500 -24%
56 57
58
59 60