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United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.91B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$802M
4
TCM
4
Tybourne Capital Management
Hong Kong
$204M
5
BP
5
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$328M
2
BlackRock
2
BlackRock
New York
$7.43B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
276
Jennison Associates
New York
$18.9M +$18.9M +113,371 New
BC
277
Bartlett & Co
Ohio
$18.9M -$7.5K -45 -0%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$18.9M -$32.5K -195 -0.2%
D.E. Shaw & Co
279
D.E. Shaw & Co
New York
$18.5M -$7.51M -45,041 -29%
SW
280
SVB Wealth
Massachusetts
$18.2M +$110K +660 +0.6%
FNF
281
Fidelity National Financial
Florida
$17.8M – – –
X
282
Xponance
Pennsylvania
$17.8M +$4.96M +29,795 +39%
GW
283
GW & Wade
Massachusetts
$17.7M -$148K -886 -0.8%
PAM
284
Panagora Asset Management
Massachusetts
$17.7M +$14.2M +85,471 +413%
ZAM
285
Zevin Asset Management
Massachusetts
$17.6M +$86.3K +518 +0.5%
ASC
286
Atalanta Sosnoff Capital
New York
$17.6M +$3.98M +23,866 +29%
VMPIC
287
Varma Mutual Pension Insurance Co
Finland
$17.5M +$17.5M +105,250 New
WBC
288
Westpac Banking Corp
Australia
$17.3M -$1.85M -11,086 -10%
PAS
289
Professional Advisory Services
Florida
$17.3M -$11.7M -70,053 -40%
MW
290
Marcum Wealth
Ohio
$17M +$74.7K +448 +0.4%
BCM
291
Bridgeway Capital Management
Texas
$16.8M -$3.83M -23,000 -19%
CC
292
Carlson Capital
Texas
$16.7M -$2.11M -12,685 -11%
HF
293
HRT Financial
New York
$16.6M +$16.6M +99,848 New
MSA
294
Mason Street Advisors
Wisconsin
$16.5M -$202K -1,212 -1%
MIM
295
Marco Investment Management
Georgia
$16.5M -$833K -5,000 -5%
ELC
296
Edgar Lomax Company
Virginia
$16.5M +$866K +5,200 +6%
FCI
297
Financial Counselors Inc
Kansas
$16.4M -$360K -2,161 -2%
Fidelity International
298
Fidelity International
Bermuda
$16.4M +$16.3M +97,836 +14,581%
PWLP
299
Prio Wealth Limited Partnership
Massachusetts
$16.4M +$115K +692 +0.7%
VW
300
Vantage Wealth
California
$16.3M -$2.16M -12,975 -12%
10 11
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