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United Parcel Service
UPS

Overview Fund Activity

2,186 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, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
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
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$118M 754,049 -33,007 -4%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$117M 751,890 -559 -0.1%
Baillie Gifford & Co
78
Baillie Gifford & Co
United Kingdom
$114M 733,553 -12,265 -2%
Victory Capital Management
79
Victory Capital Management
Texas
$114M 731,691 -13,546 -2%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$112M 719,063 -10,653 -1%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$111M 710,421 -40,980 -5%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$111M 709,100 +102,000 +17%
DC
83
Davenport & Co
Virginia
$107M 685,701 -9,179 -1%
CIC
84
Crawford Investment Counsel
Georgia
$106M 681,672 +1,349 +0.2%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$105M 674,421 +51,199 +8%
Axa
86
Axa
France
$105M 674,287 +51,286 +8%
BTW
87
Boston Trust Walden
Massachusetts
$104M 668,671 +1,971 +0.3%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$103M 660,582 +847 +0.1%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$102M 656,788 -5,487 -0.8%
BP
90
BBR Partners
New York
$101M 645,979 -31,685 -5%
Corient Private Wealth
91
Corient Private Wealth
Florida
$100M 644,372 -2,015 -0.3%
Prudential Financial
92
Prudential Financial
New Jersey
$99.5M 638,285 -33,603 -5%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$98.2M 629,937 +629,937 New
Korea Investment Corp
94
Korea Investment Corp
South Korea
$94.4M 605,443 +82,901 +16%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.4M 599,534 +65,122 +12%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$92.9M 596,237 +529,175 +789%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$88M 564,694 -13,775 -2%
SP
98
Sarasin & Partners
United Kingdom
$87.4M 560,785 +105,030 +23%
First Trust Advisors
99
First Trust Advisors
Illinois
$86.9M 557,386 -905,984 -62%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$84.1M 539,604 -40,196 -7%
2 3
4
5 6