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
Janus Henderson Group
United Kingdom
+$1.13B
2
First Trust Advisors
First Trust Advisors
Illinois
+$126M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$97.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$94.1M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$64.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$295M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$212M
3
MFG
Merit Financial Group
Georgia
-$197M
4
ClearBridge Investments
ClearBridge Investments
New York
-$148M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
751
Anderson Hoagland & Co
Missouri
$3.1M +$8.72K +54 +0.3%
MA
752
Montag & Associates
Georgia
$3.09M +$1.93M +11,973 +167%
MCAI
753
Members Capital Advisors Inc
Wisconsin
$3.09M – – –
WAM
754
Wolverine Asset Management
Illinois
$3.08M -$1.31M -8,132 -30%
PGAM
755
Princeton Global Asset Management
New Jersey
$3.05M -$41.3K -256 -1%
CCMINC
756
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.05M +$29.7K +184 +1%
SA
757
Strategic Advisors
New York
$3.05M +$59.8K +370 +2%
SLI
758
Sumitomo Life Insurance
Japan
$3.04M -$193K -1,194 -6%
MWM
759
Marion Wealth Management
Pennsylvania
$3.02M -$17.9K -111 -0.6%
TLCM
760
Twin Lakes Capital Management
California
$3M +$22.3K +138 +0.7%
AL
761
Aspiriant LLC
California
$2.98M +$2.73M +16,897 +1,109%
NHC
762
Nicholas Hoffman & Company
Georgia
$2.97M -$187K -1,158 -6%
BAM
763
Boyar Asset Management
New York
$2.97M +$21.2K +131 +0.7%
APC
764
Aspire Private Capital
North Carolina
$2.96M -$31.7K -196 -1%
FA
765
Fortis Advisors
Pennsylvania
$2.94M -$43.6K -270 -1%
TF
766
TIAA FSB
Florida
$2.92M -$467K -2,892 -14%
SLG
767
Stanley-Laman Group
Pennsylvania
$2.9M +$47.7K +295 +2%
VT
768
Vise Technologies
New York
$2.9M -$96.1K -595 -3%
SWMG
769
Signature Wealth Management Group
Georgia
$2.89M -$49.8K -308 -2%
Acadian Asset Management
770
Acadian Asset Management
Massachusetts
$2.87M +$267K +1,652 +10%
WS
771
Wedbush Securities
California
$2.87M +$243K +1,502 +9%
EF
772
Empirical Finance
Pennsylvania
$2.85M +$491K +3,037 +21%
OHWP
773
Oak Harbor Wealth Partners
North Carolina
$2.83M +$39.7K +246 +1%
Carson Wealth (CWM LLC)
774
Carson Wealth (CWM LLC)
Nebraska
$2.82M +$199K +1,233 +8%
MP
775
McDonald Partners
Ohio
$2.82M +$1.45K +9 +0.1%
29 30
31
32 33