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United Parcel Service
UPS

Overview Fund Activity

2,187 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, 886 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.87%
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
886
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 %
SF
276
Synovus Financial
Georgia
$18.4M -$298K -1,913 -2%
ACI
277
Alpha Cubed Investments
California
$18.3M -$2.2M -14,116 -11%
WTA
278
Washington Trust Advisors
Massachusetts
$18.2M -$150K -964 -0.8%
GW
279
GW & Wade
Massachusetts
$18.2M +$189K +1,215 +1%
NA
280
NewEdge Advisors
Louisiana
$17.8M -$23.4M -150,396 -57%
MW
281
Marcum Wealth
Ohio
$17.8M -$75.1K -482 -0.4%
PA
282
Pinnacle Associates
New York
$17.6M +$1.15M +7,386 +7%
NYLIM
283
New York Life Investment Management
New York
$17.5M -$138K -883 -0.8%
AWM
284
AE Wealth Management
Kansas
$17.3M +$1.51M +9,717 +10%
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$17.1M -$524K -3,360 -3%
MIM
286
Marco Investment Management
Georgia
$17M +$82K +526 +0.5%
YCM
287
Yousif Capital Management
Michigan
$17M -$572K -3,667 -3%
GC
288
Grimes & Company
Massachusetts
$16.9M +$643K +4,125 +4%
Jennison Associates
289
Jennison Associates
New York
$16.8M +$202K +1,296 +1%
SPC
290
Stewart & Patten Company
California
$16.8M +$342K +2,194 +2%
Neuberger Berman Group
291
Neuberger Berman Group
New York
$16.7M +$2.66M +17,093 +19%
GS
292
GTS Securities
New York
$16.7M +$16.1M +103,437 +2,801%
Nomura Holdings
293
Nomura Holdings
Japan
$16.7M +$16.1M +103,218 +2,643%
FNF
294
Fidelity National Financial
Florida
$16.6M – – –
DRZID
295
DePrince Race & Zollo Inc (DRZ)
Florida
$16.6M -$409K -2,622 -2%
MC
296
Mayar Capital
United Kingdom
$16.5M +$3.83M +24,594 +30%
Fisher Asset Management
297
Fisher Asset Management
Washington
$16.5M +$2.15M +13,786 +15%
ProShare Advisors
298
ProShare Advisors
Maryland
$16.3M -$1.26M -8,058 -7%
EHC
299
Everett Harris & Co
California
$16.3M -$254K -1,627 -2%
FCI
300
Financial Counselors Inc
Kansas
$16.3M -$160K -1,027 -1%
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