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United Parcel Service
UPS

Overview Fund Activity

2,115 hedge funds and large institutions have $84.6B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 958 increasing their positions, 743 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-23
Holders Change %
-1.08%
% of All Funds
36.57%
Holding in Top 10
77
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.44%
% of All Funds
1.33%
New
136
Increased
958
Reduced
743
Closed
127
Calls
$2.79B
Puts
$1.64B
Net Calls
+$1.15B
Net Calls Change
+$882M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.13B
2
First Trust Advisors
First Trust Advisors
Illinois
+$126M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$97.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$94.1M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$64.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$295M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$212M
3
MFG
Merit Financial Group
Georgia
-$197M
4
ClearBridge Investments
ClearBridge Investments
New York
-$148M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Cornerstone Advisors
North Carolina
$14.2M +$3.23M +20,000 +29%
CB
327
Commerce Bank
Missouri
$14.2M -$553K -3,425 -4%
Assenagon Asset Management
328
Assenagon Asset Management
Luxembourg
$14.2M +$12.9M +79,806 +999%
BCI
329
Brinker Capital Investments
Pennsylvania
$14.1M -$370K -2,289 -3%
BHWM
330
Bar Harbor Wealth Management
New Hampshire
$14.1M +$6.62K +41 +0%
MFA
331
Mayflower Financial Advisors
Massachusetts
$13.9M +$14.1K +87 +0.1%
SGK
332
Steigerwald Gordon & Koch
Virginia
$13.8M +$187K +1,160 +1%
ISB
333
Iowa State Bank
Iowa
$13.8M +$50.4K +312 +0.4%
CNB
334
Czech National Bank
Czech Republic
$13.7M +$13.7M +85,071 New
NAM
335
Nissay Asset Management
Japan
$13.6M +$528K +3,268 +4%
BCP
336
Blue Chip Partners
Michigan
$13.6M +$531K +3,288 +4%
DWM
337
Doyle Wealth Management
Florida
$13.5M -$95K -588 -0.7%
RCYC
338
Richard C. Young & Co
Rhode Island
$13.4M +$33K +204 +0.2%
MC
339
Mayar Capital
United Kingdom
$13.4M +$411K +2,542 +3%
CF
340
Cantor Fitzgerald
New York
$13.4M -$2.91M -18,025 -18%
TWC
341
TD Waterhouse Canada
Ontario, Canada
$13.4M -$179K -1,029 -1%
Balyasny Asset Management
342
Balyasny Asset Management
Illinois
$13.3M +$13.3M +82,234 New
FFIC
343
First Fiduciary Investment Counsel
Ohio
$13.3M -$84.5K -523 -0.6%
MC
344
Miramar Capital
Illinois
$13.2M +$244K +1,490 +2%
WWP
345
Waypoint Wealth Partners
California
$13.2M +$646 +4 +0%
HIMC
346
Heritage Investors Management Corp
Maryland
$13.2M -$183K -1,131 -1%
NAM
347
NorthCrest Asset Manangement
Minnesota
$13.2M +$91.9K +569 +0.7%
Man Group
348
Man Group
United Kingdom
$13.2M +$13.2M +81,398 New
KCM
349
Kornitzer Capital Management
Kansas
$13.1M -$767K -4,746 -6%
VV
350
Verity & Verity
South Carolina
$13M +$513K +3,177 +4%
12 13
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