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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 %
AFS
1051
Access Financial Services
Minnesota
$1.51M -$2.03K -13 -0.1%
Balyasny Asset Management
1052
Balyasny Asset Management
Illinois
$1.5M +$1.08M +6,924 +260%
LWA
1053
Lineweaver Wealth Advisors
Ohio
$1.49M +$76.4K +490 +5%
CL
1054
CIM LLC
New York
$1.48M +$30.1K +193 +2%
WAM
1055
Werlinich Asset Management
Connecticut
$1.48M +$2.49K +16 +0.2%
RAM
1056
Redmond Asset Management
Virginia
$1.47M +$244K +1,563 +20%
RA
1057
RFG Advisory
Alabama
$1.46M -$90.4K -580 -6%
PPWP
1058
Proquility Private Wealth Partners
Nevada
$1.45M -$61.1K -392 -4%
OIA
1059
OneDigital Investment Advisors
Kansas
$1.44M -$203K -1,301 -12%
Lazard Asset Management
1060
Lazard Asset Management
New York
$1.43M -$1.37M -8,775 -49%
RCM
1061
Raleigh Capital Management
North Carolina
$1.42M +$233K +1,498 +20%
BL
1062
Balentine LLC
Georgia
$1.41M -$563K -3,610 -29%
MAS
1063
Meeder Advisory Services
Ohio
$1.41M -$294K -1,886 -17%
SWA
1064
SOA Wealth Advisors
New York
$1.41M +$7.33K +47 +0.5%
AT
1065
Arden Trust
Delaware
$1.39M -$6.08K -39 -0.4%
AFG
1066
AFS Financial Group
Maryland
$1.39M -$29.5K -189 -2%
CWAG
1067
Compton Wealth Advisory Group
Virginia
$1.39M -$20.7K -133 -1%
NP
1068
Nilsine Partners
Colorado
$1.39M -$28.8K -185 -2%
MC
1069
Maverick Capital
Texas
$1.39M +$1.39M +8,903 New
HCM
1070
Hutner Capital Management
Vermont
$1.39M -$13.6K -87 -1%
FWP
1071
FAS Wealth Partners
Kansas
$1.39M +$76.2K +489 +6%
SDAM
1072
Shulman DeMeo Asset Management
New York
$1.39M -$14.8K -95 -1%
LS
1073
Livforsakringsbolaget Skandia
Sweden
$1.38M -$62.3K -400 -4%
Fayez Sarofim & Co
1074
Fayez Sarofim & Co
Texas
$1.38M -$139K -891 -9%
CWP
1075
Concord Wealth Partners
Virginia
$1.38M +$488K +3,132 +55%
41 42
43
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