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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 %
VMPIC
351
Varma Mutual Pension Insurance Co
Finland
$12.9M -$6.46M -40,000 -33%
IMPI
352
Ilmarinen Mutual Pension Insurance
Finland
$12.9M – – –
IAA
353
Independent Advisor Alliance
North Carolina
$12.9M -$261K -1,617 -2%
AC
354
Addenda Capital
Quebec, Canada
$12.8M +$4.55M +28,181 +55%
WIC
355
Willis Investment Counsel
Georgia
$12.8M +$2.88M +17,800 +29%
Public Sector Pension Investment Board (PSP Investments)
356
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.7M +$1.26M +7,830 +11%
JC
357
Jacobs & Co
California
$12.7M -$17.4K -108 -0.1%
GI
358
Gradient Investments
Minnesota
$12.6M +$625K +3,871 +5%
HIIFS
359
Harel Insurance Investments & Financial Services
Israel
$12.6M -$1.48M -9,130 -10%
Fisher Asset Management
360
Fisher Asset Management
Washington
$12.3M -$539K -3,339 -4%
AHB
361
Abner Herrman & Brock
New Jersey
$12.3M +$198K +1,228 +2%
RWP
362
RWA Wealth Partners
Massachusetts
$12.1M +$1.62K +10 +0%
LIM
363
Lathrop Investment Management
Arkansas
$12M -$152K -939 -1%
Mackenzie Financial
364
Mackenzie Financial
Ontario, Canada
$11.8M -$8.06M -49,904 -41%
Squarepoint
365
Squarepoint
New York
$11.8M +$11.8M +72,865 New
CA
366
Cullinan Associates
Kentucky
$11.8M -$10.5K -65 -0.1%
BCIM
367
British Columbia Investment Management
British Columbia, Canada
$11.8M -$1.98M -12,259 -14%
SFM
368
Stack Financial Management
Montana
$11.7M +$133K +824 +1%
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$11.7M -$23.6K -146 -0.2%
WF
370
Welch & Forbes
Massachusetts
$11.7M +$108K +666 +0.9%
GIA
371
Guyasuta Investment Advisors
Pennsylvania
$11.6M -$84.8K -525 -0.7%
IP
372
Interval Partners
New York
$11.6M +$11.6M +71,600 New
CIA
373
CCM Investment Advisers
South Carolina
$11.5M -$15.3K -95 -0.1%
CFB
374
Cullen/Frost Bankers
Texas
$11.5M +$730K +4,520 +7%
N
375
Natixis
France
$11.5M +$238K +1,465 +2%
13 14
15
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