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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 %
CGL
1126
Clarius Group LLC
Washington
$862K +$41.5K +249 +5%
BFO
1127
Boston Family Office
Massachusetts
$860K – – –
PA
1128
Probity Advisors
Texas
$854K -$18.8K -113 -2%
AAM
1129
AR Asset Management
California
$850K – – –
COF
1130
Capital One Financial
Virginia
$840K -$406K -2,436 -33%
OSAM
1131
O'Shaughnessy Asset Management
Connecticut
$840K +$371K +2,228 +79%
EWM
1132
Evermay Wealth Management
Virginia
$839K -$1.67K -10 -0.2%
FFWA
1133
FRG Family Wealth Advisors
Washington
$838K -$2.33K -14 -0.3%
IC
1134
IEQ Capital
California
$833K +$145K +870 +21%
CANY
1135
Caxton Associates (New York)
New York
$833K +$833K +5,000 New
LBD
1136
Landsberg Bennett & Dubbaneh
Florida
$832K +$5.05K +30 +0.6%
BW
1137
Bison Wealth
Georgia
$832K +$51.3K +308 +7%
JSL
1138
JT Stratford LLC
Georgia
$826K -$76.8K -461 -9%
AFS
1139
Axiom Financial Strategies
Indiana
$825K -$219K -1,313 -21%
HPC
1140
HM Payson & Co
Maine
$825K -$6K -36 -0.7%
MGWM
1141
Marks Group Wealth Management
Minnesota
$824K -$15.2K -91 -2%
IWC
1142
Integrated Wealth Concepts
Massachusetts
$822K -$6.5K -39 -0.8%
DWM
1143
Darwin Wealth Management
Florida
$820K -$13.8K -83 -2%
CP
1144
Covenant Partners
Tennessee
$817K -$280K -1,682 -26%
ACS
1145
Archford Capital Strategies
Illinois
$817K -$151K -908 -16%
JF
1146
Jump Financial
Illinois
$816K +$816K +4,900 New
HKAM
1147
Horizon Kinetics Asset Management
New York
$810K -$850K -5,097 -51%
CAN
1148
Claraphi Advisory Network
United States
$809K +$51.5K +309 +7%
ACM
1149
Allred Capital Management
Texas
$808K -$48.6K -292 -6%
HIA
1150
Harbor Investment Advisory
Maryland
$808K +$70.8K +425 +10%
44 45
46
47 48