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United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$932M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$544M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$310M
4
TCM
Tybourne Capital Management
Hong Kong
+$204M
5
BP
BBR Partners
New York
+$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$417M
2
BlackRock
BlackRock
New York
-$344M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$342M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$231M
5
Charles Schwab
Charles Schwab
California
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAA
626
Adams Asset Advisors
Texas
$4.17M – – –
AP
627
Advisor Partners
California
$4.17M +$68.3K +410 +2%
SAMH
628
Shanda Asset Management Holdings
British Virgin Islands
$4.17M -$4.17M -25,000 -50%
CIM
629
Chapman Investment Management
California
$4.16M +$1.34M +8,068 +48%
Rafferty Asset Management
630
Rafferty Asset Management
New York
$4.15M +$1.83M +10,954 +79%
OPTFSNA
631
Old Point Trust & Financial Services N A
Virginia
$4.12M +$179K +1,075 +5%
EWA
632
Exencial Wealth Advisors
Oklahoma
$4.1M +$1.4M +8,381 +52%
SCA
633
Stokes Capital Advisors
South Carolina
$4.1M -$230K -1,378 -5%
AT
634
Arden Trust
Delaware
$4.06M +$147K +884 +4%
NHC
635
Nicholas Hoffman & Company
Georgia
$4.06M +$47.7K +286 +1%
GP
636
Girard Partners
Pennsylvania
$4.05M -$2.5M -15,006 -38%
IRF
637
IBM Retirement Fund
New York
$4.05M +$1.07M +6,447 +36%
PP
638
Pegasus Partners
Wisconsin
$4.02M -$458K -2,747 -10%
MAA
639
Matrix Asset Advisors
New York
$4M -$9.68M -58,110 -71%
BPA
640
Beacon Pointe Advisors
California
$4M -$475K -2,848 -11%
SC
641
Sawyer & Company
Massachusetts
$4M -$56.7K -340 -1%
VCA
642
Verdence Capital Advisors
Maryland
$3.98M -$1.03M -6,170 -21%
BCAM
643
Boston Common Asset Management
Massachusetts
$3.96M +$71.7K +430 +2%
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$3.92M -$25.3K -152 -0.6%
NIC
645
Northwest Investment Counselors
Oregon
$3.9M -$73K -438 -2%
FB
646
Fulton Bank
Pennsylvania
$3.87M -$1.44M -8,640 -27%
SC
647
Skylands Capital
Wisconsin
$3.84M -$2.93M -17,555 -43%
Kayne Anderson Rudnick Investment Management
648
Kayne Anderson Rudnick Investment Management
California
$3.84M -$342K -2,054 -8%
LIA
649
LS Investment Advisors
Michigan
$3.82M -$451K -2,705 -11%
FC
650
Fusion Capital
South Carolina
$3.82M -$179K -1,073 -4%
24 25
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