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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 %
Rafferty Asset Management
376
Rafferty Asset Management
New York
$11.5M -$144K -921 -1%
GC
377
Gilbert & Cook
Iowa
$11.5M +$1.83M +11,712 +19%
QP
378
Quilter Plc
United Kingdom
$11.3M +$97.8K +98 +0.9%
TH
379
TCTC Holdings
Texas
$11.3M +$324K +2,079 +3%
Daiwa Securities Group
380
Daiwa Securities Group
Japan
$11.3M +$1.41M +8,734 +14%
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$2.07M +13,257 +23%
SFS
382
Sowell Financial Services
Arkansas
$11.1M +$1.15M +7,389 +12%
CS
383
Candriam SCA
Luxembourg
$11.1M -$14.6M -93,370 -57%
TS
384
Tamar Securities
California
$11.1M +$2.35M +15,046 +27%
SBH
385
Segall Bryant & Hamill
Illinois
$11.1M +$586K +3,757 +6%
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$11.1M -$832K -5,336 -7%
USAA
387
United Services Automobile Association
Texas
$11M +$319K +2,048 +3%
CI Investments Inc
388
CI Investments Inc
Ontario, Canada
$11M -$39.7M -254,656 -78%
WF
389
Welch & Forbes
Massachusetts
$11M -$111K -711 -1%
Cetera Investment Advisers
390
Cetera Investment Advisers
Illinois
$11M +$450K +2,890 +4%
QIM
391
Quantitative Investment Management
Virginia
$10.9M +$10.9M +69,962 New
CIA
392
CCM Investment Advisers
South Carolina
$10.9M -$12.5K -80 -0.1%
JWCA
393
J.W. Cole Advisors
Florida
$10.9M +$33.8K +217 +0.3%
PGFC
394
Peapack-Gladstone Financial Corp
New Jersey
$10.8M +$20.3K +130 +0.2%
IHL
395
Investment House LLC
California
$10.8M -$3.07M -19,670 -22%
PFO
396
Pathstone Family Office
New Jersey
$10.8M +$3.4M +20,260 +46%
AHB
397
Abner Herrman & Brock
New Jersey
$10.8M -$779 -5 -0%
SCA
398
Stillwater Capital Advisors
Pennsylvania
$10.8M +$47.1K +302 +0.4%
AC
399
Addenda Capital
Quebec, Canada
$10.7M -$69.5K -446 -0.6%
MAM
400
Martingale Asset Management
Massachusetts
$10.6M -$733K -4,700 -6%
14 15
16
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