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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 %
AWM
926
Aberdeen Wealth Management
Illinois
$1.67M -$121K -724 -7%
AAM
927
Ascension Asset Management
New York
$1.66M +$1.66M +9,945 New
EWP
928
Engrave Wealth Partners
Texas
$1.66M +$1.55M +9,137 +1,423%
HCMT
929
Highland Capital Management (Tennessee)
Tennessee
$1.65M +$242K +1,455 +17%
NB
930
Northwest Bancshares
Pennsylvania
$1.65M -$62.8K -377 -4%
MYAM
931
Meiji Yasuda Asset Management
Japan
$1.64M -$1.04M -6,270 -39%
TC
932
Truvestments Capital
Florida
$1.64M -$396K -2,379 -19%
NL
933
NVWM LLC
Pennsylvania
$1.64M -$7.84K -47 -0.5%
LWS
934
Lucia Wealth Services
California
$1.64M +$70.2K +421 +4%
CT
935
Coastline Trust
Rhode Island
$1.63M -$641K -3,850 -28%
CLCM
936
Crawford Lake Capital Management
New Jersey
$1.62M +$1.62M +9,710 New
IA
937
IFP Advisors
Florida
$1.62M +$421K +2,546 +35%
IFWM
938
Institute for Wealth Management
Colorado
$1.6M +$50.8K +305 +3%
CPA
939
Court Place Advisors
Maryland
$1.59M -$12.2K -73 -0.8%
IRC
940
Investors Research Corp
Georgia
$1.59M -$50K -300 -3%
VFM
941
Vivid Financial Management
California
$1.58M -$221K -1,323 -12%
PA
942
Profund Advisors
Maryland
$1.57M +$8.5K +51 +0.5%
RHDIC
943
R.H. Dinel Investment Counsel
California
$1.57M -$121K -850 -7%
PGIM
944
Pacific Global Investment Management
California
$1.57M -$49.6K -298 -3%
FCBT
945
First Citizens Bank & Trust
North Carolina
$1.57M +$1.57M +9,405 New
SCA
946
Snowden Capital Advisors
New York
$1.56M -$295K -1,771 -16%
MSAM
947
Moloney Securities Asset Management
Missouri
$1.55M -$319K -1,917 -17%
MGIA
948
Moneta Group Investment Advisors
Missouri
$1.55M -$85.1K -511 -5%
AOWM
949
Alpha Omega Wealth Management
Virginia
$1.55M -$79.3K -476 -5%
HSA
950
HBK Sorce Advisory
Pennsylvania
$1.51M -$83.6K -502 -5%
36 37
38
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