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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 %
IRAG
976
Investment Research & Advisory Group
Georgia
$1.87M -$166K -1,063 -8%
QCM
977
Quantinno Capital Management
New York
$1.87M -$403K -2,583 -18%
AIM
978
ARK Investment Management
Florida
$1.86M +$127K +817 +7%
AG
979
Ascent Group
Virginia
$1.85M +$1.85M +13,251 New
MCM
980
Mengis Capital Management
Oregon
$1.84M -$12K -77 -0.6%
GFA
981
Gifford Fong Associates
California
$1.84M – – –
NRG
982
Nemes Rush Group
Michigan
$1.84M -$154K -989 -8%
LMKC
983
L.M. Kohn & Company
Ohio
$1.82M -$159K -1,020 -8%
HCM
984
Howland Capital Management
Massachusetts
$1.82M -$47.5K -305 -3%
CPA
985
Court Place Advisors
Maryland
$1.82M -$6.86K -44 -0.4%
CHJWM
986
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.81M -$16.2K -110 -0.9%
SCM
987
Sterneck Capital Management
Missouri
$1.81M -$107K -685 -6%
WA1
988
Wimmer Associates 1
California
$1.8M -$16.5K -106 -0.9%
FIM
989
Freedom Investment Management
Connecticut
$1.79M -$221K -1,417 -11%
RMDI
990
R.M. Davis Inc
Maine
$1.79M -$390K -2,500 -18%
BIA
991
Beacon Investment Advisors
Maryland
$1.79M +$26.7K +171 +2%
PS
992
Pensionfund Sabic
Netherlands
$1.78M – – –
AIS
993
AM Investment Strategies
Tennessee
$1.78M +$7.17K +46 +0.4%
APP
994
Avantax Planning Partners
Iowa
$1.77M +$1.39M +8,920 +362%
WI
995
Wahed Invest
New York
$1.77M +$138K +886 +8%
LNWWM
996
Laird Norton Wetherby Wealth Management
California
$1.76M -$301K -1,932 -15%
MA
997
Mutual Advisors
Nebraska
$1.76M -$227K -1,454 -11%
EM
998
Excalibur Management
Massachusetts
$1.75M -$7.33K -47 -0.4%
FBT
999
First Bank & Trust
South Dakota
$1.75M -$113K -727 -6%
LIM
1000
Loudon Investment Management
New Hampshire
$1.75M -$7.33K -47 -0.4%
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