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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 %
HI
826
Harrington Investments
California
$2.22M -$256K -1,537 -10%
SC
827
Slow Capital
California
$2.21M +$38.8K +233 +2%
MOS
828
MGO One Seven
Ohio
$2.21M +$534K +3,206 +32%
AII
829
AGF Investments Inc
Ontario, Canada
$2.2M +$607K +3,640 +38%
LMIM
830
Lockheed Martin Investment Management
Maryland
$2.19M -$9.16M -54,980 -81%
FC
831
Forte Capital
New York
$2.18M -$121K -728 -5%
Lido Advisors
832
Lido Advisors
California
$2.17M +$319K +1,913 +17%
GWM
833
Graybill Wealth Management
Illinois
$2.16M -$2.5K -15 -0.1%
MCG
834
MACRO Consulting Group
New Jersey
$2.16M -$471K -2,998 -18%
LS
835
Livforsakringsbolaget Skandia
Sweden
$2.15M -$83.3K -500 -4%
LNC
836
Lincoln National Corp
Pennsylvania
$2.14M +$203K +1,220 +11%
SCA
837
Stonebridge Capital Advisors
Minnesota
$2.12M -$40K -240 -2%
FMWA
838
Forvis Mazars Wealth Advisors
Missouri
$2.12M -$100K -602 -5%
HCM
839
Hodges Capital Management
Texas
$2.12M +$129K +777 +7%
BP
840
Ballentine Partners
Massachusetts
$2.12M -$90.5K -543 -4%
FP
841
Fiduciary Planning
Florida
$2.11M +$88.7K +532 +4%
CC
842
Cedar Capital
Illinois
$2.11M +$255K +1,531 +14%
CHJWM
843
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.11M -$282K -1,690 -12%
JA
844
JLB & Associates
Michigan
$2.11M +$6.83K +41 +0.3%
LHC
845
Little House Capital
Massachusetts
$2.11M +$23K +138 +1%
CC
846
Centiva Capital
New York
$2.1M +$2.1M +12,605 New
EP
847
Eudaimonia Partners
Tennessee
$2.1M +$84K +504 +4%
GWMIA
848
Global Wealth Management Investment Advisory
Florida
$2.08M -$1.63M -9,767 -44%
WS
849
Wedbush Securities
California
$2.07M -$112K -672 -5%
JWM
850
JGP Wealth Management
Oregon
$2.06M -$55.8K -319 -3%
32 33
34
35 36