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United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.91B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$802M
4
TCM
Tybourne Capital Management
Hong Kong
$204M
5
BP
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$328M
2
BlackRock
BlackRock
New York
$7.43B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$10.2M +$1.61M +9,668 +19%
LW
402
Linscomb Wealth
Texas
$10.2M +$82.6K +496 +0.8%
Mirae Asset Global Investments
403
Mirae Asset Global Investments
South Korea
$10.1M +$2.57M +15,401 +34%
SIC
404
Sigma Investment Counselors
Michigan
$10.1M -$6.64M -39,866 -40%
ANI
405
American National Insurance
Texas
$10.1M – – –
AI
406
Atria Investments
North Carolina
$10.1M -$238K -1,426 -2%
VRS
407
Virginia Retirement Systems
Virginia
$10M -$16.7K -100 -0.2%
PA
408
Pinnacle Associates
New York
$10M -$769K -4,613 -7%
CAN
409
Cetera Advisor Networks
California
$10M -$451K -2,707 -4%
NB
410
Norinchukin Bank
Japan
$10M +$62.5K +375 +0.6%
CK
411
Cohen Klingenstein
New York
$9.96M – – –
CB
412
Cadence Bank
Mississippi
$9.92M -$102K -613 -1%
BFG
413
Beacon Financial Group
Texas
$9.92M -$1.55M -9,320 -14%
Berkshire Hathaway
414
Berkshire Hathaway
Nebraska
$9.9M – – –
SAM
415
Shell Asset Management
Netherlands
$9.85M -$445K -2,670 -4%
II
416
IFM Investors
Australia
$9.72M +$1.15M +6,893 +13%
MAM
417
Mastrapasqua Asset Management
Tennessee
$9.68M +$9.22M +55,340 +1,998%
AL
418
AJO LP
Pennsylvania
$9.66M -$19.7M -118,397 -67%
Fisher Asset Management
419
Fisher Asset Management
Washington
$9.64M +$802K +4,811 +9%
CSS
420
Cubist Systematic Strategies
Connecticut
$9.61M +$1.02M +6,146 +12%
CCM
421
Covington Capital Management
California
$9.6M -$151K -908 -2%
IIC
422
Ironwood Investment Counsel
Arizona
$9.53M +$84.8K +509 +0.9%
LDB
423
Lee, Danner & Bass
Tennessee
$9.51M -$67.5K -405 -0.7%
NIM
424
Northeast Investment Management
Massachusetts
$9.49M +$382K +2,294 +4%
SWP
425
Stratos Wealth Partners
Ohio
$9.46M -$20K -120 -0.2%
15 16
17
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