UNP icon

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 %
OCPWS
1776
One Charles Private Wealth Services
Massachusetts
$314K +$196 +1 +0.1%
AWA
1777
Acorn Wealth Advisors
Michigan
$314K +$784 +4 +0.3%
SWM
1778
Stockman Wealth Management
Montana
$313K – – –
HHGA
1779
Halbert Hargrove Global Advisors
California
$312K -$14.5K -74 -4%
KFI
1780
Key Financial Inc
Pennsylvania
$312K – – –
DS
1781
DRW Securities
Illinois
$312K +$312K +1,593 New
LSPW
1782
Lake Street Private Wealth
Illinois
$311K -$68.6K -350 -18%
NQWM
1783
Northwest Quadrant Wealth Management
Oregon
$311K -$47.8K -237 -13%
SFA
1784
Souders Financial Advisors
Ohio
$311K +$3.14K +16 +1%
IA
1785
Insight Advisors
Pennsylvania
$311K +$7.12K +30 +2%
SWA
1786
SOA Wealth Advisors
New York
$310K -$9.01K -46 -3%
AG
1787
AlphaSimPlex Group
Massachusetts
$309K -$224K -1,139 -42%
CAN
1788
Claraphi Advisory Network
United States
$309K -$64.4K -329 -17%
SIC
1789
Samalin Investment Counsel
New York
$309K -$1.37K -7 -0.4%
CIS
1790
Connors Investor Services
Pennsylvania
$309K – – –
SN
1791
Sittner & Nelson
Oregon
$309K – – –
SXL
1792
Summit X LLC
Missouri
$309K +$788 +4 +0.3%
FAM
1793
Fenimore Asset Management
New York
$305K – – –
EBSAM
1794
Eubel Brady & Suttman Asset Management
Ohio
$304K -$93.8K -479 -24%
GCM
1795
Gables Capital Management
Florida
$304K – – –
FAM
1796
Formidable Asset Management
Ohio
$304K +$10.2K +52 +3%
FMTCOCP
1797
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$303K – – –
PCG
1798
Private Capital Group
Connecticut
$303K +$1.57K +8 +0.5%
RW
1799
Rede Wealth
Virginia
$302K – – –
TPA
1800
Trivium Point Advisory
Connecticut
$302K +$212 +1 +0.1%
70 71
72
73 74