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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
$1.07B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$337M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.11B
4
Franklin Resources
Franklin Resources
California
$1B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.06B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$778M
2
Jennison Associates
Jennison Associates
New York
$257M
3
DZ Bank
DZ Bank
Germany
$139M
4
BlackRock
BlackRock
New York
$8.44B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
1976
Personal CFO Solutions
New Jersey
$200K -$65K -332 -25%
ME
1977
McIlrath & Eck
Washington
$200K -$52.6K -269 -21%
IFAM
1978
Institutional & Family Asset Management
Colorado
$200K – – –
BC
1979
Burleson & Co
California
$199K – – –
FGAM
1980
Financial Gravity Asset Management
Texas
$196K +$65.3K +1 +50%
HC
1981
Hoese & Co
Minnesota
$194K – – –
OSNBOA
1982
Old Second National Bank of Aurora
Illinois
$194K – – –
PWM
1983
Prentice Wealth Management
New York
$192K +$1.76K +9 +0.9%
CMA
1984
Cedar Mountain Advisors
Oregon
$190K – – –
DFCM
1985
Dark Forest Capital Management
Puerto Rico
$190K +$14.7K +75 +8%
LWA
1986
Lenox Wealth Advisors
New York
$188K -$785 -4 -0.4%
ADL
1987
Asset Dedication LLC
California
$188K +$17.8K +90 +10%
ATC
1988
Adirondack Trust Company
New York
$187K – – –
MFA
1989
McClarren Financial Advisors
Pennsylvania
$186K – – –
CCA
1990
Catalyst Capital Advisors
New York
$184K – – –
IWA
1991
IBEX Wealth Advisors
New Jersey
$174K -$1.41M -7,201 -89%
RCG
1992
Rock Creek Group
District of Columbia
$174K -$168K -858 -49%
FFA
1993
Freedman Financial Associates
Massachusetts
$174K +$2.35K +12 +1%
AA
1994
Addison Advisors
Vermont
$173K +$1.17K +6 +0.7%
CWP
1995
Concord Wealth Partners
Virginia
$171K -$266K -1,360 -61%
GFPC
1996
Global Financial Private Client
Florida
$169K – – –
BAM
1997
Bellevue Asset Management
Washington
$168K – – –
WOC
1998
West Oak Capital
California
$166K – – –
GG
1999
Gleason Group
Kentucky
$166K +$980 +5 +0.6%
ODG
2000
O'Dell Group
Ohio
$157K +$157K +800 New
78 79
80
81 82