UPS icon

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 %
SFM
1176
Signet Financial Management
New Jersey
$752K -$3.74K -23 -0.5%
BFS
1177
Bradley Foster & Sargent
Connecticut
$752K +$752K +4,515 New
JWM
1178
Jupiter Wealth Management
Colorado
$750K +$750K +4,500 New
RA
1179
RFG Advisory
Alabama
$749K +$16K +96 +2%
ISL
1180
Ingalls & Snyder LLC
New York
$743K +$122K +730 +20%
BB
1181
Busey Bank
Illinois
$736K +$19K +114 +3%
CFS
1182
CRA Financial Services
New Jersey
$731K +$53.7K +322 +8%
BJL
1183
Brighton Jones LLC
Washington
$729K +$180K +1,079 +33%
BPC
1184
Banque Pictet & Cie
Switzerland
$727K – – –
EFS
1185
Essex Financial Services
Connecticut
$727K +$61.1K +367 +9%
SMC
1186
Smith, Moore & Co
Missouri
$725K +$3.33K +20 +0.5%
TAIM
1187
TD Ameritrade Investment Management
Nebraska
$722K -$98.4K -590 -12%
PI
1188
Putnam Investments
Massachusetts
$722K -$49.5K -297 -6%
HCP
1189
Hexagon Capital Partners
Arkansas
$721K +$721K +4,519 New
FFS
1190
Founders Financial Securities
Maryland
$720K +$44.6K +268 +7%
BSB
1191
Bangor Savings Bank
Maine
$718K +$34K +204 +5%
FWCM
1192
Ferguson Wellman Capital Management
Oregon
$709K +$17.2K +103 +2%
PWPS
1193
Pinnacle Wealth Planning Services
Ohio
$708K +$21.2K +127 +3%
OPS
1194
Orion Portfolio Solutions
Nebraska
$708K +$56K +336 +9%
SCI
1195
S&CO Inc
Massachusetts
$703K – – –
FGA
1196
Fortis Group Advisors
New Jersey
$702K +$702K +4,222 New
DLA
1197
Douglas Lane & Associates
New York
$698K -$7.83K -47 -1%
MPW
1198
MA Private Wealth
California
$698K +$4K +24 +0.6%
KCM
1199
Kanawha Capital Management
Virginia
$696K – – –
IA
1200
IFG Advisory
Georgia
$695K -$10K -60 -1%
46 47
48
49 50