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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
+$900M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
Marshall Wace
Marshall Wace
United Kingdom
+$146M
4
Franklin Resources
Franklin Resources
California
+$138M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$479M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$408M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$342M
4
JIM
Jensen Investment Management
Oregon
-$225M
5
Ameriprise
Ameriprise
Minnesota
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
526
Dubuque Bank & Trust
Iowa
$6.55M -$65.5K -420 -1%
GBWM
527
Granite Bay Wealth Management
New Hampshire
$6.53M +$6.53M +37,800 New
IWA
528
IBEX Wealth Advisors
New Jersey
$6.52M +$6.52M +41,843 New
BDA
529
Borer Denton & Associates
Pennsylvania
$6.51M -$2.34K -15 -0%
VPIM
530
Vanguard Personalized Indexing Management
California
$6.51M -$374K -2,402 -5%
HAI
531
Hennessy Advisors Inc
California
$6.5M -$156K -1,000 -2%
HFS
532
Haverford Financial Services
Pennsylvania
$6.47M -$10.9K -70 -0.2%
HWM
533
HB Wealth Management
Georgia
$6.42M +$321K +2,060 +5%
Acadian Asset Management
534
Acadian Asset Management
Massachusetts
$6.41M +$5.56M +35,715 +660%
HSA
535
HBK Sorce Advisory
Pennsylvania
$6.38M -$274K -1,755 -4%
MIA
536
MainStreet Investment Advisors
Illinois
$6.37M -$268K -1,718 -4%
HL
537
HeadInvest LLC
Maine
$6.36M -$38.8K -250 -0.6%
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$6.36M +$955K +6,125 +18%
Wolverine Trading
539
Wolverine Trading
Illinois
$6.32M +$545K +3,495 +9%
GAM
540
Griffin Asset Management
New York
$6.3M +$64.2K +412 +1%
SIG
541
Sky Investment Group
Connecticut
$6.28M +$48.2K +309 +0.8%
SHGA
542
Sand Hill Global Advisors
California
$6.28M -$132K -850 -2%
IIC
543
Ironwood Investment Counsel
Arizona
$6.27M – – –
GCM
544
Garland Capital Management
Washington
$6.27M +$2.65K +17 +0%
BDWCC
545
B&D White Capital Company
Texas
$6.26M +$5.74M +36,835 +1,116%
PCA
546
Pallas Capital Advisors
Massachusetts
$6.25M +$825K +5,943 +15%
AWAG
547
ARS Wealth Advisors Group
Florida
$6.24M +$156K +1,003 +3%
CWM
548
CIBC World Markets
New York
$6.22M -$7.02M -45,014 -53%
TI
549
Tidal Investments
Wisconsin
$6.22M -$382K -2,451 -6%
WW
550
Waterfront Wealth
Kansas
$6.2M +$3.71K +25 +0.1%
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