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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 %
NSB
876
Norway Savings Bank
Maine
$1.93M -$15K -90 -0.8%
CG
877
Cutler Group
California
$1.91M +$1.36M +8,161 +247%
AFA
878
Abacus FCF Advisors
Florida
$1.9M +$1.9M +10,879 New
SSB
879
Sandy Spring Bank
Maryland
$1.9M +$45.5K +273 +2%
GJIC
880
Gamble Jones Investment Counsel
California
$1.9M -$47.5K -285 -2%
BMA
881
Brooks Moore & Associates
Tennessee
$1.89M – – –
LS
882
Leelyn Smith
Illinois
$1.88M -$70.8K -425 -4%
HB
883
Homrich & Berg
Georgia
$1.87M -$602K -3,612 -24%
Balyasny Asset Management
884
Balyasny Asset Management
Illinois
$1.86M +$1.86M +11,157 New
HFRG
885
Houlihan Financial Resource Group
Virginia
$1.86M +$1.86M +11,158 New
CIC
886
Carnegie Investment Counsel
Ohio
$1.86M -$174K -1,044 -9%
CTC
887
Central Trust Company
Missouri
$1.86M +$154K +926 +9%
GWCM
888
Godshalk Welsh Capital Management
Pennsylvania
$1.86M +$8.33K +50 +0.5%
GAM
889
Gotham Asset Management
New York
$1.85M +$1.44M +8,653 +350%
MBTD
890
Mechanics Bank - Trust Department
California
$1.85M -$2.5K -15 -0.1%
KFP
891
Keystone Financial Planning
Ohio
$1.85M -$8.1M -48,577 -81%
CFA
892
Carroll Financial Associates
North Carolina
$1.85M -$73.1K -439 -4%
AIP
893
Ameritas Investment Partners
Nebraska
$1.84M -$68.8K -413 -4%
BIM
894
Bridges Investment Management
Nebraska
$1.83M +$55.7K +334 +3%
AIL
895
AGF Investments LLC
Ontario, Canada
$1.81M -$738K -4,431 -29%
RPC
896
Rossmore Private Capital
Connecticut
$1.79M +$185K +1,112 +12%
THWM
897
Taylor Hoffman Wealth Management
Virginia
$1.79M -$148K -890 -8%
Kovitz Investment Group Partners
898
Kovitz Investment Group Partners
Illinois
$1.79M -$4.26M -25,550 -70%
SGCA
899
Steel Grove Capital Advisors
Tennessee
$1.78M -$140K -842 -7%
SP
900
SWS Partners
Ohio
$1.78M -$17.2K -103 -1%
34 35
36
37 38