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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 %
PCTC
676
Perkins Coie Trust Company
Washington
$3.46M -$18K -108 -0.5%
APC
677
Aspire Private Capital
North Carolina
$3.44M +$2.69M +16,134 +357%
CCM
678
Canal Capital Management
Virginia
$3.43M -$596K -3,578 -15%
PAM
679
Palisade Asset Management
Minnesota
$3.42M -$33.3K -200 -1%
APP
680
Avantax Planning Partners
Iowa
$3.41M -$96.6K -580 -3%
BAM
681
Boyar Asset Management
New York
$3.41M -$8.16K -49 -0.2%
BCFS
682
Butensky & Cohen Financial Security
Florida
$3.4M -$994K -5,967 -23%
TW
683
TrinityPoint Wealth
Connecticut
$3.4M -$9K -54 -0.3%
RC
684
Roundview Capital
New Jersey
$3.39M -$14.3K -86 -0.4%
TRCT
685
Tower Research Capital (TRC)
New York
$3.38M +$1.86M +11,185 +123%
Wealthfront Advisers
686
Wealthfront Advisers
California
$3.37M +$493K +2,957 +17%
MIAN
687
Mariner Independent Advisor Network
Kansas
$3.36M -$133K -796 -4%
AWM
688
Avitas Wealth Management
California
$3.36M -$24.8K -149 -0.7%
MPAM
689
Murphy Pohlad Asset Management
Minnesota
$3.35M -$5K -30 -0.1%
AAMA
690
Advanced Asset Management Advisors
Ohio
$3.33M – – –
GH
691
GAM Holding
Switzerland
$3.33M -$1.86M -11,192 -36%
PFS
692
Physicians Financial Services
North Carolina
$3.32M -$100K -600 -3%
SCM
693
Shelton Capital Management
Colorado
$3.28M -$8.55M -51,301 -72%
GLA
694
Good Life Advisors
Pennsylvania
$3.27M +$4.82K +29 +0.1%
KWM
695
Kingsview Wealth Management
Oregon
$3.26M +$13.5K +81 +0.4%
BBVA
696
Banco Bilbao Vizcaya Argentaria
Spain
$3.25M -$1.52M -9,134 -32%
ECM
697
Everence Capital Management
Indiana
$3.24M – – –
IWP
698
Icon Wealth Partners
Texas
$3.22M -$1.51M -9,032 -32%
FA
699
Fortis Advisors
Pennsylvania
$3.2M -$149K -895 -4%
PRS
700
Pinkerton Retirement Specialists
Idaho
$3.19M -$325K -1,953 -9%
26 27
28
29 30