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United Parcel Service

2,237 hedge funds and large institutions have $90.9B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 867 increasing their positions, 951 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
35.28%
Holding in Top 10
66
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-38.89%
% of All Funds
1.04%
New
154
Increased
867
Reduced
951
Closed
149
Calls
$2.46B
Puts
$2.49B
Net Calls
-$32.3M
Net Calls Change
-$435M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
501
AssetMark Inc
California
$7.96M +$1.58M +8,799 +25%
VPIM
502
Vanguard Personalized Indexing Management
California
$7.91M -$617K -3,441 -7%
BIG
503
Builder Investment Group
Georgia
$7.85M -$15.6K -87 -0.2%
MCM
504
Mattern Capital Management
Colorado
$7.83M +$406K +2,267 +5%
KFP
505
Keystone Financial Planning
Ohio
$7.69M +$73.9K +412 +1%
HAI
506
Hennessy Advisors Inc
California
$7.65M -$323K -1,800 -4%
WW
507
Waterfront Wealth
Kansas
$7.65M -$5.68K -31 -0.1%
HSA
508
HBK Sorce Advisory
Pennsylvania
$7.65M -$214K -1,196 -3%
AM
509
AGF Management
Ontario, Canada
$7.64M +$111K +620 +1%
MIA
510
MainStreet Investment Advisors
Illinois
$7.64M -$231K -1,286 -3%
DILIC
511
Dai-ichi Life Insurance Company
Japan
$7.62M -$200K -1,116 -3%
DBT
512
Dubuque Bank & Trust
Iowa
$7.6M -$178K -995 -2%
TI
513
Tidal Investments
Wisconsin
$7.59M -$1.27M -7,098 -14%
DIA
514
Dean Investment Associates
Ohio
$7.51M -$54.7K -305 -0.7%
ETC
515
Exchange Traded Concepts
Oklahoma
$7.5M +$7.5M +41,858 New
BDA
516
Borer Denton & Associates
Pennsylvania
$7.49M +$43K +240 +0.6%
SWP
517
Stratos Wealth Partners
Ohio
$7.47M +$697K +3,891 +10%
HFS
518
Haverford Financial Services
Pennsylvania
$7.45M -$20.4K -114 -0.3%
CA
519
Cornerstone Advisors
North Carolina
$7.44M +$2.42M +13,500 +48%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$7.38M -$172K -957 -2%
SHGA
521
Sand Hill Global Advisors
California
$7.37M -$32.4K -181 -0.4%
Fidelity International
522
Fidelity International
Bermuda
$7.37M -$2M -11,184 -21%
IPW
523
Inlet Private Wealth
Florida
$7.34M +$73.5K +410 +1%
HL
524
HeadInvest LLC
Maine
$7.29M -$277K -1,570 -4%
IIC
525
Ironwood Investment Counsel
Arizona
$7.21M -$9.5K -53 -0.1%