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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
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$664M
4
JIM
Jensen Investment Management
Oregon
$7M
5
Ameriprise
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
451
Mastrapasqua Asset Management
Tennessee
$8.94M -$69.2K -444 -0.8%
UH
452
Unigestion Holding
Switzerland
$8.94M +$1.71M +10,986 +24%
MDCM
453
Morgan Dempsey Capital Management
Wisconsin
$8.92M +$277K +1,780 +3%
ERIM
454
Eagle Ridge Investment Management
Connecticut
$8.81M -$32.6K -209 -0.4%
HA
455
Hamel Associates
New Jersey
$8.75M +$23.7K +152 +0.3%
TYCC
456
Texas Yale Capital Corp
Florida
$8.75M -$56.1K -360 -0.6%
LDB
457
Lee, Danner & Bass
Tennessee
$8.73M +$632K +4,057 +8%
Envestnet Portfolio Solutions
458
Envestnet Portfolio Solutions
Illinois
$8.7M +$8.7M +55,800 New
MSRPS
459
Maryland State Retirement & Pension System
Maryland
$8.69M +$71.1K +456 +0.8%
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$8.68M +$6.05M +38,808 +230%
OC
461
Oppenheimer & Co
New York
$8.64M +$986K +6,327 +13%
AMI
462
Amica Mutual Insurance
Rhode Island
$8.62M +$2.4M +15,401 +39%
FNBOO
463
First National Bank of Omaha
Nebraska
$8.4M -$513K -3,289 -6%
GWI
464
Grace & White Inc
New York
$8.37M – – –
KWM
465
Kingsview Wealth Management
Oregon
$8.34M +$52.8K +339 +0.6%
WSFS
466
Wilmington Savings Fund Society
Delaware
$8.25M -$8M -51,321 -49%
B
467
Bailard
California
$8.24M +$6.44M +41,317 +357%
TAF
468
Tredje AP-fonden
Sweden
$8.22M +$110K +704 +1%
EWM
469
Executive Wealth Management
Michigan
$8.2M +$48.8K +313 +0.6%
AIM
470
Anchor Investment Management
South Carolina
$8.19M +$79K +507 +1%
ATC
471
Argent Trust Co
Tennessee
$8.18M -$135K -867 -2%
TBA
472
Tower Bridge Advisors
Pennsylvania
$8.16M +$219K +1,405 +3%
BB
473
Bell Bank
North Dakota
$8.16M +$45.4K +291 +0.6%
SAM
474
Securian Asset Management
Minnesota
$8.09M -$1.13M -7,225 -12%
AssetMark Inc
475
AssetMark Inc
California
$8.09M +$1.16M +7,466 +17%
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