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United Parcel Service

2,003 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 766 increasing their positions, 818 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
766
Reduced
818
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EM
876
Excalibur Management
Massachusetts
$2.53M -$55.7K -268 -2%
FC
877
Forte Capital
New York
$2.53M +$273K +1,315 +12%
SP
878
SWS Partners
Ohio
$2.52M -$524K -2,519 -17%
AIS
879
AM Investment Strategies
Tennessee
$2.51M -$32.9K -158 -1%
VVP
880
Venture Visionary Partners
Ohio
$2.5M +$778K +3,728 +45%
GIA
881
GHP Investment Advisors
Colorado
$2.5M +$36.8K +177 +1%
AWM
882
Altium Wealth Management
New York
$2.49M -$41K -197 -2%
MWM
883
Marietta Wealth Management
Georgia
$2.49M +$74.7K +359 +3%
FVWA
884
Foster Victor Wealth Advisors
South Carolina
$2.48M -$21.6K -104 -0.9%
IA
885
IndexIQ Advisors
New York
$2.48M +$93.8K +451 +4%
EP
886
Eudaimonia Partners
Tennessee
$2.48M +$132K +636 +6%
SC
887
Saturna Capital
Washington
$2.47M +$227K +1,090 +10%
SLG
888
Stanley-Laman Group
Pennsylvania
$2.46M +$382K +1,837 +18%
AF
889
Arrow Financial
New York
$2.46M +$6.03K +29 +0.2%
HCM
890
Howland Capital Management
Massachusetts
$2.46M
GFA
891
Gifford Fong Associates
California
$2.45M
CHJWM
892
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.45M -$156K -741 -6%
HB
893
Homrich & Berg
Georgia
$2.45M +$50.5K +243 +2%
GWM
894
Geneos Wealth Management
Colorado
$2.43M -$641K -3,033 -21%
BIM
895
Bridges Investment Management
Nebraska
$2.42M +$41.8K +201 +2%
EWA
896
EP Wealth Advisors
California
$2.41M -$176K -846 -7%
BP
897
Ballentine Partners
Massachusetts
$2.4M +$177K +849 +8%
JA
898
JLB & Associates
Michigan
$2.4M -$10.6K -51 -0.4%
MAS
899
Managed Account Services
Florida
$2.39M
TI
900
Tidal Investments
Wisconsin
$2.38M +$1.16M +5,586 +95%