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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 %
DDPIC
326
Deroy & Devereaux Private Investment Counsel
Michigan
$14.2M -$146K -939 -1%
NAM
327
NorthCrest Asset Manangement
Minnesota
$14.2M +$212K +1,361 +2%
DI
328
DAGCO Inc
Ohio
$14.1M +$13.8M +197,469 +4,363%
SGK
329
Steigerwald Gordon & Koch
Virginia
$14.1M +$153K +979 +1%
IAIM
330
International Assets Investment Management
Florida
$14.1M +$23.5K +154 +0.2%
ZAM
331
Zevin Asset Management
Massachusetts
$14M +$157K +1,007 +1%
PAG
332
Private Advisor Group
New Jersey
$14M -$492K -3,156 -3%
GIP
333
Greatmark Investment Partners
Georgia
$14M +$63.3K +406 +0.5%
CB
334
Commerce Bank
Missouri
$13.9M +$361K +2,318 +3%
CAM
335
Cresset Asset Management
Illinois
$13.9M +$4.83K +31 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
336
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.7M +$13.7M +88,000 New
BHWM
337
Bar Harbor Wealth Management
New Hampshire
$13.6M – – –
FFIC
338
First Fiduciary Investment Counsel
Ohio
$13.5M -$61.7K -396 -0.5%
MFA
339
Mayflower Financial Advisors
Massachusetts
$13.4M +$9.35K +60 +0.1%
JFG
340
Jefferies Financial Group
New York
$13.4M +$13.2M +84,703 +7,700%
AAG
341
Armstrong Advisory Group
Massachusetts
$13.4M +$11.8K +76 +0.1%
NAM
342
Nissay Asset Management
Japan
$13.1M +$420K +2,692 +3%
MC
343
Miramar Capital
Illinois
$13.1M -$402K -2,577 -3%
FC
344
FORA Capital
Florida
$13.1M +$7.64M +49,018 +141%
BRA
345
Biechele Royce Advisors
Indiana
$13M +$473K +3,033 +4%
Jane Street
346
Jane Street
New York
$13M -$24.7M -158,608 -66%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$12.9M -$1.48M -9,480 -10%
CFB
348
Cullen/Frost Bankers
Texas
$12.9M +$189K +1,212 +1%
UCFA
349
United Capital Financial Advisors
Texas
$12.9M +$15.3K +98 +0.1%
RCYC
350
Richard C. Young & Co
Rhode Island
$12.8M -$26.3K -169 -0.2%
12 13
14
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