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United Parcel Service
UPS

Overview Fund Activity

2,187 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 886 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.87%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
886
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$900M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
Marshall Wace
Marshall Wace
United Kingdom
+$146M
4
Franklin Resources
Franklin Resources
California
+$138M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$479M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$408M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$342M
4
JIM
Jensen Investment Management
Oregon
-$225M
5
Ameriprise
Ameriprise
Minnesota
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
826
Greenline Partners
New York
$2.65M – – –
DFA
827
DHJJ Financial Advisors
Illinois
$2.63M – – –
CCG
828
Cypress Capital Group
Florida
$2.63M -$125K -803 -5%
WS
829
Wedbush Securities
California
$2.63M +$222K +1,422 +9%
MIM
830
Miller Investment Management
Pennsylvania
$2.63M – – –
Temasek Holdings
831
Temasek Holdings
Singapore
$2.63M +$2.63M +16,843 New
EWA
832
Exencial Wealth Advisors
Oklahoma
$2.63M -$321K -2,058 -11%
ICM
833
Intrepid Capital Management
Florida
$2.62M – – –
SCP
834
Shorepoint Capital Partners
Massachusetts
$2.6M +$40.4K +259 +2%
JA
835
JLB & Associates
Michigan
$2.6M +$116K +745 +5%
BJL
836
Brighton Jones LLC
Washington
$2.59M +$881K +5,650 +52%
CCS
837
Concentric Capital Strategies
Connecticut
$2.59M +$2.59M +16,603 New
GIA
838
GHP Investment Advisors
Colorado
$2.59M +$57.5K +371 +2%
BFS
839
Bradley Foster & Sargent
Connecticut
$2.58M – – –
SWM
840
Sculati Wealth Management
Michigan
$2.56M -$16.1K -103 -0.6%
PVI
841
Pine Valley Investments
New Jersey
$2.56M +$760K +4,879 +42%
LSAG
842
Lake Street Advisors Group
New Hampshire
$2.55M -$106K -683 -4%
VA
843
Vident Advisory
Georgia
$2.55M +$2.55M +16,358 New
PFA
844
Pathway Financial Advisers
Indiana
$2.54M +$2.54M +16,307 New
GIA
845
Gladstone Institutional Advisory
Florida
$2.53M -$198K -1,269 -7%
ZIG
846
Zullo Investment Group
Pennsylvania
$2.51M +$62.2K +399 +3%
JCM
847
Jacobi Capital Management
Pennsylvania
$2.5M +$20.4K +131 +0.8%
WAM
848
Wolverine Asset Management
Illinois
$2.5M +$2.06M +13,207 +466%
UCB
849
United Community Bank
South Carolina
$2.5M +$874K +5,608 +54%
MOS
850
MGO One Seven
Ohio
$2.49M +$49.4K +317 +2%
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