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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 %
MCIA
1051
Mountain Capital Investment Advisors
Colorado
$1.1M +$1.1M +6,216 New
FMT
1052
First Mercantile Trust
Tennessee
$1.1M -$351K -2,151 -24%
MFP
1053
Meridian Financial Partners
Virginia
$1.1M – – –
DCP
1054
DSM Capital Partners
Florida
$1.08M +$1.08M +6,480 New
BAM
1055
Berkshire Asset Management
Pennsylvania
$1.07M +$99.1K +595 +10%
WCM
1056
Washburn Capital Management
Florida
$1.07M +$470K +2,820 +79%
TI
1057
Trexquant Investment
Connecticut
$1.06M +$1.06M +6,360 New
ANRIA
1058
American National Registered Investment Advisor
Texas
$1.06M – – –
TCM
1059
Traynor Capital Management
Pennsylvania
$1.06M +$12.9K +75 +1%
Fiera Capital (Canada)
1060
Fiera Capital (Canada)
Quebec, Canada
$1.05M -$420K -2,519 -28%
IWM
1061
IHT Wealth Management
Illinois
$1.05M +$169K +1,017 +19%
WKWM
1062
Walter & Keenan Wealth Management
Indiana
$1.05M -$63.3K -380 -6%
RIL
1063
Rothschild Investment LLC
Illinois
$1.05M -$11.2M -67,037 -91%
PPP
1064
Private Portfolio Partners
New Jersey
$1.05M +$34.8K +209 +3%
FFN
1065
Focus Financial Network
Minnesota
$1.04M +$69.2K +415 +7%
LOAME
1066
Lombard Odier Asset Management (Europe)
United Kingdom
$1.04M +$1.04M +6,259 New
FMC
1067
First Merchants Corp
Indiana
$1.04M -$14.7K -88 -1%
MYIA
1068
Mount Yale Investment Advisors
Colorado
$1.04M -$34K -204 -3%
DT
1069
Diversified Trust
Tennessee
$1.04M +$516K +3,100 +100%
PTC
1070
Private Trust Company
Ohio
$1.03M -$118K -708 -10%
FT
1071
Fiduciary Trust
Massachusetts
$1.03M +$129K +772 +14%
SCM
1072
Schnieders Capital Management
California
$1.02M +$5.67K +34 +0.6%
TFS
1073
TrustCore Financial Services
Tennessee
$1.02M +$833 +5 +0.1%
KMWM
1074
Keudell/Morrison Wealth Management
Oregon
$1.02M -$253K -1,517 -20%
FIM
1075
Fernwood Investment Management
Massachusetts
$1.02M -$58.3K -350 -5%
41 42
43
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