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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 %
Bessemer Group
901
Bessemer Group
New Jersey
$2.25M -$34.3M -220,299 -94%
SDIC
902
South Dakota Investment Council
South Dakota
$2.24M -$193K -1,236 -8%
JF
903
Jump Financial
Illinois
$2.24M +$1.86M +11,965 +500%
ASI
904
Advisory Services & Investments
Oregon
$2.24M – – –
OQS
905
Occudo Quantitative Strategies
Florida
$2.23M -$1.48M -9,523 -40%
FLPIM
906
F.L. Putnam Investment Management
Massachusetts
$2.22M -$2.79M -17,881 -56%
CIP
907
Cornerstone Investment Partners
Georgia
$2.22M +$6.86K +44 +0.3%
BIAS
908
Beacon Investment Advisory Services
New Jersey
$2.21M -$634K -4,066 -22%
SF
909
Slagle Financial
Illinois
$2.21M +$101K +648 +5%
PCM
910
Palouse Capital Management
Washington
$2.2M -$41.6K -267 -2%
AF
911
Ally Financial
Michigan
$2.18M – – –
TNBTD
912
Trustmark National Bank Trust Department
Mississippi
$2.18M -$44.9K -288 -2%
CW
913
Connectus Wealth
Ohio
$2.18M +$291K +1,864 +15%
CIM
914
Corbyn Investment Management
Maryland
$2.18M -$25.7K -165 -1%
LMIM
915
Lockheed Martin Investment Management
Maryland
$2.16M -$366K -2,200 -15%
YIH
916
Y-Intercept (HK)
Hong Kong
$2.16M +$2.16M +13,833 New
DWA
917
Douglass Winthrop Advisors
New York
$2.15M -$6.55K -42 -0.3%
HGWM
918
Horst & Graben Wealth Management
Oregon
$2.15M +$2.03K +13 +0.1%
MFS
919
Mirabella Financial Services
United Kingdom
$2.15M +$1.65M +10,599 +333%
SC
920
SouthState Corp
Florida
$2.14M -$97.4K -625 -4%
C
921
Certuity
Florida
$2.14M +$779 +5 +0%
LCM
922
Laurion Capital Management
New York
$2.14M -$8.85M -56,754 -81%
GF
923
Gries Financial
Ohio
$2.13M -$103K -660 -5%
MAM
924
MWA Asset Management
Massachusetts
$2.13M +$2.13M +13,636 New
GWMIA
925
Global Wealth Management Investment Advisory
Florida
$2.12M +$3.74K +24 +0.2%
35 36
37
38 39