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Union Pacific
UNP

Overview Fund Activity

2,154 hedge funds and large institutions have $98B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 939 increasing their positions, 724 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
37.83%
Holding in Top 10
45
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-26.23%
% of All Funds
0.79%
New
128
Increased
939
Reduced
724
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$350M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$245M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$243M
4
Franklin Resources
Franklin Resources
California
+$193M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.11B
2
Jennison Associates
Jennison Associates
New York
-$614M
3
DZ Bank
DZ Bank
Germany
-$592M
4
BlackRock
BlackRock
New York
-$343M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
1501
Mosaic Family Wealth
Missouri
$603K -$8.82K -45 -1%
GCM
1502
Gibraltar Capital Management
Oklahoma
$602K -$26.7K -136 -4%
EWM
1503
Evermay Wealth Management
Virginia
$599K -$494K -2,522 -45%
WA1
1504
Wimmer Associates 1
California
$598K – – –
VST
1505
Van Strum & Towne
California
$598K – – –
KC
1506
Kingfisher Capital
North Carolina
$594K +$27.8K +142 +5%
TFS
1507
Thoroughbred Financial Services
Tennessee
$589K +$65.4K +334 +12%
CHP
1508
Cable Hill Partners
Oregon
$587K -$1.57K -8 -0.3%
IA
1509
IFG Advisors
Missouri
$587K +$5.48K +28 +0.9%
CG
1510
CFO4Life Group
Texas
$586K +$114K +579 +24%
NVIM
1511
New Vernon Investment Management
Illinois
$585K – – –
JFGIW
1512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$583K -$167K -850 -22%
MAM
1513
McLean Asset Management
Virginia
$583K +$30.3K +126 +5%
BHWM
1514
Bar Harbor Wealth Management
New Hampshire
$582K -$199K -1,015 -25%
BL
1515
Balentine LLC
Georgia
$582K +$179K +914 +45%
DWA
1516
Dougherty Wealth Advisers
Minnesota
$581K – – –
CF
1517
Copperwynd Financial
Arizona
$579K +$10.2K +52 +2%
KWM
1518
Keebeck Wealth Management
Illinois
$576K -$319K -1,627 -36%
EL
1519
Essex LLC
Illinois
$574K +$574K +2,927 New
TSS
1520
Thomas Story & Son
Indiana
$573K – – –
TSWM
1521
Triangle Securities Wealth Management
North Carolina
$573K – – –
HL
1522
HeadInvest LLC
Maine
$570K – – –
TIA
1523
Tiemann Investment Advisors
California
$564K -$42.9K -219 -7%
ISWM
1524
Independent Solutions Wealth Management
New York
$563K +$2.35K +12 +0.4%
GC
1525
Garde Capital
Washington
$559K – – –
59 60
61
62 63