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United Parcel Service
UPS

Overview Fund Activity

1,274 hedge funds and large institutions have $51.4B invested in United Parcel Service in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 535 increasing their positions, 498 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
31.81%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.1%
New
84
Increased
535
Reduced
498
Closed
78
Calls
$1.45B
Puts
$730M
Net Calls
+$725M
Net Calls Change
+$24.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$306M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$793M
3
Parnassus Investments
3
Parnassus Investments
California
$713M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$168M
5
PPA
5
Parametric Portfolio Associates
Washington
$282M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$171M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$332M +$26.5M +239,910 +9%
EIP
27
Epoch Investment Partners
New York
$317M -$37.8M -341,468 -11%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$306M +$271M +2,450,868 +776%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$301M +$38.8M +350,644 +15%
FNBT
30
FineMark National Bank & Trust
Florida
$296M +$136K +1,234 +0%
Morgan Stanley
31
Morgan Stanley
New York
$295M -$44.7M -403,917 -13%
Swiss National Bank
32
Swiss National Bank
Switzerland
$288M -$21.3M -192,400 -7%
PPA
33
Parametric Portfolio Associates
Washington
$282M +$151M +1,363,890 +115%
MCM
34
Manchester Capital Management
Vermont
$275M -$1.56M -14,087 -0.6%
TCIM
35
TIAA CREF Investment Management
New York
$272M -$13.8M -124,517 -5%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235M +$25.8M +233,165 +12%
UBS AM
37
UBS AM
Illinois
$229M +$1.2M +10,895 +0.5%
Fidelity International
38
Fidelity International
Bermuda
$222M +$382K +3,454 +0.2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$219M -$2.74M -24,784 -1%
O
40
OppenheimerFunds
New York
$213M +$612K +5,537 +0.3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$213M -$929K -8,401 -0.4%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$192M +$5.43M +49,059 +3%
American Century Companies
43
American Century Companies
Missouri
$183M -$71.3M -644,963 -28%
JIM
44
Jensen Investment Management
Oregon
$179M -$5.77M -52,190 -3%
SI
45
Sentry Investments
Ontario, Canada
$179M -$46.2M -417,350 -21%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$174M +$1.12M +10,100 +0.6%
Ameriprise
47
Ameriprise
Minnesota
$171M -$180M -1,629,229 -51%
Federated Hermes
48
Federated Hermes
Pennsylvania
$168M +$160M +1,446,749 +2,006%
EVM
49
Eaton Vance Management
Massachusetts
$162M +$691K +6,252 +0.4%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$159M -$4.36M -39,430 -3%
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