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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 %
SC
801
Searle & Co
Connecticut
$2.63M – – –
FB
802
Fulton Bank
Pennsylvania
$2.62M +$387K +2,395 +17%
GVAG
803
Great Valley Advisor Group
Delaware
$2.61M +$8.72K +54 +0.3%
SWM
804
Sculati Wealth Management
Michigan
$2.61M +$15.8K +98 +0.6%
AAM
805
Auxier Asset Management
Oregon
$2.6M +$323 +2 +0%
NERM
806
New England Research & Management
Illinois
$2.6M -$130K -805 -5%
SCP
807
Shorepoint Capital Partners
Massachusetts
$2.59M +$74K +458 +3%
SC
808
SouthState Corp
Florida
$2.58M -$25.8K -160 -1%
EWA
809
EP Wealth Advisors
California
$2.57M +$823K +5,092 +47%
RCAG
810
Rehmann Capital Advisory Group
Michigan
$2.56M +$53K +328 +2%
SAM
811
Silvercrest Asset Management
New York
$2.55M +$162 +1 +0%
MCM
812
Monarch Capital Management
Indiana
$2.53M +$53.3K +330 +2%
PMIA
813
Patrick Mauro Investment Advisor
Illinois
$2.52M +$2.52M +15,613 New
RIM
814
Redpoint Investment Management
Australia
$2.51M -$488K -3,020 -16%
CRIG
815
Charter Research & Investment Group
Connecticut
$2.51M +$12.3K +76 +0.5%
JCM
816
Jacobi Capital Management
Pennsylvania
$2.5M +$8.08K +50 +0.3%
HSA
817
Hussman Strategic Advisors
Maryland
$2.5M +$1.5M +9,300 +150%
ZIG
818
Zullo Investment Group
Pennsylvania
$2.5M +$17.6K +109 +0.7%
C
819
Certuity
Florida
$2.49M +$304K +1,885 +14%
HIM
820
Harbour Investment Management
Washington
$2.45M -$4.04K -25 -0.2%
IWC
821
Integrated Wealth Concepts
Massachusetts
$2.45M +$162K +1,001 +7%
BMA
822
Brooks Moore & Associates
Tennessee
$2.45M -$22.5K -139 -0.9%
IA
823
IFP Advisors
Florida
$2.45M +$130K +1,058 +6%
NWM
824
Northcape Wealth Management
New York
$2.44M +$14.2K +88 +0.6%
CNC
825
Canandaigua National Corp
New York
$2.44M +$18.1K +112 +0.7%
31 32
33
34 35