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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 %
MCM
801
Mengis Capital Management
Oregon
$2.41M -$65.1K -391 -3%
CIP
802
Capital Insight Partners
Arizona
$2.41M +$421K +2,529 +21%
MYLI
803
Meiji Yasuda Life Insurance
Japan
$2.4M -$124K -745 -5%
Acadian Asset Management
804
Acadian Asset Management
Massachusetts
$2.4M +$1.92M +11,507 +396%
RCM
805
Radnor Capital Management
Pennsylvania
$2.4M +$92.5K +555 +4%
JWM
806
Jackson Wealth Management
Florida
$2.39M +$265K +1,592 +12%
JCM
807
Jacobi Capital Management
Pennsylvania
$2.39M -$15K -88 -0.6%
LIM
808
Loudon Investment Management
New Hampshire
$2.36M -$58.3K -350 -2%
SCM
809
Sterneck Capital Management
Missouri
$2.35M -$435K -2,612 -16%
LTI
810
Laffer Tengler Investments
Tennessee
$2.31M -$197K -1,184 -8%
AC
811
Addison Capital
Pennsylvania
$2.3M -$4.17K -25 -0.2%
HCM
812
Howland Capital Management
Massachusetts
$2.29M -$121K -725 -5%
PAM
813
Premier Asset Management
Illinois
$2.28M +$1.05M +6,275 +85%
SA
814
Strategic Advisors
New York
$2.28M -$899K -5,318 -28%
BUB
815
BBVA USA Bancshares
Texas
$2.27M -$16.4K -104 -0.7%
GAMC
816
Garner Asset Management Corp
Texas
$2.26M +$72.8K +437 +3%
EM
817
Excalibur Management
Massachusetts
$2.26M -$66.7K -400 -3%
DWA
818
Douglass Winthrop Advisors
New York
$2.26M +$8.17K +49 +0.4%
GVAG
819
Great Valley Advisor Group
Delaware
$2.26M +$48.5K +291 +2%
CAPTRUST Financial Advisors
820
CAPTRUST Financial Advisors
North Carolina
$2.26M +$194K +1,157 +9%
HGWM
821
Horst & Graben Wealth Management
Oregon
$2.25M -$25.5K -153 -1%
PGFC
822
Peapack-Gladstone Financial Corp
New Jersey
$2.24M -$790K -4,742 -26%
UAS
823
United Asset Strategies
New York
$2.24M +$6.83K +41 +0.3%
WA1
824
Wimmer Associates 1
California
$2.23M +$264K +1,585 +13%
PA
825
Parallel Advisors
California
$2.22M -$523K -3,139 -19%
31 32
33
34 35