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United Parcel Service
UPS

Overview Fund Activity

2,186 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
251
HAP Trading
New York
$21.2M +$21.2M +135,838 New
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$21.2M +$11.2M +71,616 +112%
VMPIC
253
Varma Mutual Pension Insurance Co
Finland
$20.9M +$9.66M +62,000 +86%
QCM
254
QRG Capital Management
Illinois
$20.7M +$20.7M +132,763 New
Calamos Advisors
255
Calamos Advisors
Illinois
$20.6M +$18.7K +120 +0.1%
MWM
256
Modera Wealth Management
New Jersey
$20.5M -$490K -3,146 -2%
DWP
257
Daymark Wealth Partners
Ohio
$20.5M +$1.85M +11,838 +10%
BAMF
258
BI Asset Management Fondsmaeglerselskab
Denmark
$20.3M +$1.68M +10,766 +9%
DLHL
259
Donald L. Hagan LLC
Florida
$20.3M -$11.2K -72 -0.1%
MAM
260
Madison Asset Management
Wisconsin
$20.1M -$1.42M -9,095 -7%
VanEck Associates
261
VanEck Associates
New York
$19.9M +$2.94M +18,856 +17%
CNB
262
Czech National Bank
Czech Republic
$19.7M +$6.33M +40,583 +47%
Allianz Asset Management
263
Allianz Asset Management
Germany
$19.6M +$1.51M +9,675 +8%
SYBT
264
Stock Yards Bank & Trust
Kentucky
$19.5M -$191K -1,224 -1%
URS
265
Utah Retirement Systems
Utah
$19.4M +$62.3K +400 +0.3%
FMI
266
Factory Mutual Insurance
Massachusetts
$19.3M – – –
FLII
267
First Long Island Investors
New York
$19.2M -$7.79K -50 -0%
PWLP
268
Prio Wealth Limited Partnership
Massachusetts
$19.2M -$681K -4,368 -3%
X
269
Xponance
Pennsylvania
$19.1M +$39.9K +256 +0.2%
Allspring Global Investments
270
Allspring Global Investments
North Carolina
$18.9M -$14M -90,033 -43%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$18.9M +$506K +3,245 +3%
CM
272
Capula Management
Cayman Islands
$18.8M +$18.4M +118,242 +4,412%
PFP
273
Pinnacle Financial Partners
Tennessee
$18.7M +$301K +1,934 +2%
OCM
274
Oakview Capital Management
Texas
$18.6M -$445K -2,855 -2%
SC
275
Scotia Capital
Ontario, Canada
$18.4M -$394K -2,527 -2%
9 10
11
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