UPS icon

United Parcel Service
UPS

Overview Fund Activity

2,115 hedge funds and large institutions have $84.6B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 958 increasing their positions, 743 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-23
Holders Change %
-1.08%
% of All Funds
36.57%
Holding in Top 10
77
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.44%
% of All Funds
1.33%
New
136
Increased
958
Reduced
743
Closed
127
Calls
$2.79B
Puts
$1.64B
Net Calls
+$1.15B
Net Calls Change
+$882M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$2.08B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$310M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$154M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$168M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.46B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$323M
3
MFG
3
Merit Financial Group
Georgia
$135M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$1.35B
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
51
Jensen Investment Management
Oregon
$205M -$586K -3,630 -0.3%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$203M -$9.69M -60,002 -5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$200M -$1.85M -11,454 -0.9%
CP
54
Coho Partners
Pennsylvania
$199M +$37.1M +229,690 +23%
BG
55
Bahl & Gaynor
Ohio
$195M +$11.5M +71,362 +6%
National Pension Service
56
National Pension Service
South Korea
$179M +$3.71M +22,423 +2%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$176M -$39.7M -245,541 -18%
Federated Hermes
58
Federated Hermes
Pennsylvania
$168M +$64.4M +398,618 +62%
Barclays
59
Barclays
United Kingdom
$159M +$57.1M +353,525 +56%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$154M +$94.1M +582,809 +157%
Stifel Financial
61
Stifel Financial
Missouri
$153M +$2.37M +14,676 +2%
AllianceBernstein
62
AllianceBernstein
Tennessee
$152M +$1.16M +7,206 +0.8%
HighTower Advisors
63
HighTower Advisors
Illinois
$151M +$4.71M +29,178 +3%
Principal Financial Group
64
Principal Financial Group
Iowa
$143M -$10.9M -67,513 -7%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$138M -$587K -3,633 -0.4%
CCM
66
Cullen Capital Management
New York
$136M +$266K +1,647 +0.2%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$135M +$206K +1,259 +0.2%
MFG
68
Merit Financial Group
Georgia
$135M -$197M -1,220,851 -59%
Victory Capital Management
69
Victory Capital Management
Texas
$134M +$24.7M +152,854 +23%
Korea Investment Corp
70
Korea Investment Corp
South Korea
$131M -$26.3M -162,500 -17%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$131M -$538K -3,333 -0.4%
HMP
72
HS Management Partners
New York
$129M -$39.5M -244,306 -23%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$125M -$3.41M -21,115 -3%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$122M +$5.86M +36,261 +5%
Baillie Gifford & Co
75
Baillie Gifford & Co
United Kingdom
$121M +$3.02M +18,716 +3%
1 2
3
4 5