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United Parcel Service

2,245 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 789 increasing their positions, 995 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.91%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
789
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
401
Hendershot Investments
Virginia
$10.3M -$257K -1,635 -2%
Lido Advisors
402
Lido Advisors
California
$10.2M +$4.77M +30,312 +87%
GIA
403
Guyasuta Investment Advisors
Pennsylvania
$10.1M -$222K -1,415 -2%
NCM
404
Noesis Capital Mangement
Florida
$10.1M -$136K -864 -1%
CIA
405
CCM Investment Advisers
South Carolina
$10.1M -$877K -5,575 -8%
LIM
406
Lathrop Investment Management
Arkansas
$10.1M -$564K -3,586 -5%
9WM
407
9258 Wealth Management
Ohio
$10M -$133K -845 -1%
EMPI
408
Elo Mutual Pension Insurance
Finland
$9.93M +$391K +2,486 +4%
EWM
409
Evercore Wealth Management
New York
$9.9M -$2.21M -14,076 -18%
Mackenzie Financial
410
Mackenzie Financial
Ontario, Canada
$9.83M -$837K -5,324 -8%
Focus Partners Wealth
411
Focus Partners Wealth
Massachusetts
$9.82M +$9.82M +62,475 New
B
412
Bailard
California
$9.81M +$1.5M +9,525 +18%
TRSOTSOK
413
Teachers Retirement System of the State of Kentucky
Kentucky
$9.81M -$532K -3,385 -5%
AssetMark Inc
414
AssetMark Inc
California
$9.8M +$1.65M +10,467 +20%
GT
415
Glenview Trust
Kentucky
$9.75M +$135K +860 +1%
ECM
416
Evergreen Capital Management
Washington
$9.63M +$1.88M +11,964 +24%
GIBU
417
Gulf International Bank (UK)
United Kingdom
$9.62M -$830K -5,281 -8%
WIC
418
Wilkins Investment Counsel
Massachusetts
$9.52M -$15.7K -100 -0.2%
DWP
419
Daymark Wealth Partners
Ohio
$9.49M -$11.1M -70,907 -54%
LA
420
Lynch & Associates
Indiana
$9.42M -$207K -1,314 -2%
SIC
421
Sigma Investment Counselors
Michigan
$9.39M -$56.4K -359 -0.6%
MCM
422
Mattern Capital Management
Colorado
$9.32M +$1.93M +12,306 +26%
RBC
423
Romano Brothers & Co
Illinois
$9.3M -$77K -490 -0.8%
IWC
424
Integrated Wealth Concepts
Massachusetts
$9.23M -$334K -2,125 -3%
EAM
425
Eagle Asset Management
Florida
$9.21M -$3.93K -25 -0%