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Union Pacific
UNP

Overview Fund Activity

2,384 hedge funds and large institutions have $99.3B invested in Union Pacific in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 877 increasing their positions, 972 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
-16
Holders Change %
-0.67%
% of All Funds
38.01%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.85%
New
141
Increased
877
Reduced
972
Closed
128
Calls
$3.19B
Puts
$1.57B
Net Calls
+$1.62B
Net Calls Change
+$327M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$957M
2
Capital World Investors
Capital World Investors
California
+$562M
3
ClearBridge Investments
ClearBridge Investments
New York
+$438M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
5
Barclays
Barclays
United Kingdom
+$296M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$430M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$340M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$336M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$319M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
2326
Financial Avengers
California
$21.6K +$21.6K +106 New
NC
2327
NewSquare Capital
Pennsylvania
$21.4K – – –
BIA
2328
Bell Investment Advisors
California
$20.6K +$407 +2 +2%
HIM
2329
Hillsdale Investment Management
Ontario, Canada
$20.4K -$34.6K -170 -63%
JAM
2330
JCIC Asset Management
Ontario, Canada
$20.4K – – –
ACM
2331
Antonetti Capital Management
Florida
$20.4K – – –
AWM
2332
AllSquare Wealth Management
New York
$20.4K – – –
HI
2333
Hoey Investments
Pennsylvania
$20.4K – – –
OLVIG
2334
Oliver Lagore Vanvalin Investment Group
Michigan
$20.4K – – –
SR
2335
Syntax Research
Florida
$20.2K +$20.2K +99 New
TLA
2336
Tanglewood Legacy Advisors
Texas
$20.2K – – –
HCM
2337
Highlander Capital Management
New Jersey
$20K +$20K +100 New
KFP
2338
KB Financial Partners
New Jersey
$19K -$626 -3 -3%
MWM
2339
Mascoma Wealth Management
New Hampshire
$18.5K +$5.91K +29 +47%
OCM
2340
Orion Capital Management
California
$18.5K +$18.5K +91 New
RDFA
2341
Ritter Daniher Financial Advisory
Ohio
$18.3K – – –
RW
2342
RVW Wealth
California
$18.1K +$18.1K +89 New
YAL
2343
Your Advocates Ltd
Texas
$17.3K – – –
CPG
2344
Cornerstone Planning Group
New Jersey
$16.3K +$5.91K +29 +57%
NMG
2345
New Millennium Group
Utah
$15.5K – – –
TCM
2346
Tradewinds Capital Management
Washington
$15.3K – – –
WA
2347
WestEnd Advisors
North Carolina
$15.3K +$15.3K +75 New
KA
2348
Kozak & Associates
Colorado
$15.1K +$4.02K +20 +36%
LD
2349
Lipe & Dalton
New York
$15K – – –
FSWA
2350
Financial Synergies Wealth Advisors
Texas
$13.8K – – –
92 93
94
95 96