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United Parcel Service
UPS

Overview Fund Activity

2,186 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, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
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
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
101
Hamlin Capital Management
New York
$83.7M 536,677 -51,124 -9%
Canada Life
102
Canada Life
Manitoba, Canada
$82.9M 531,690 +28,422 +6%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$79M 506,630 +996 +0.2%
Empower Advisory Group
104
Empower Advisory Group
Colorado
$77.8M 499,448 -30,137 -6%
MCM
105
Manchester Capital Management
Vermont
$76.2M 488,592 -47,126 -9%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$74M 475,018 +186,820 +65%
Connor, Clark & Lunn Investment Management (CC&L)
107
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.6M 472,019 +464,962 +6,589%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$71.7M 460,132 +54,308 +13%
M&T Bank
109
M&T Bank
New York
$70.9M 454,899 -9,809 -2%
Osaic Holdings
110
Osaic Holdings
Arizona
$68.6M 439,925 +6,427 +1%
Voloridge Investment Management
111
Voloridge Investment Management
Florida
$67.7M 434,504 +259,844 +149%
APG Asset Management
112
APG Asset Management
Netherlands
$67.1M 430,768 +49,923 +13%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$65.9M 424,137 -116,837 -22%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$64.8M 415,822 -11,072 -3%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$63.7M 408,355 -10,301 -2%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$62.5M 401,448 -59,515 -13%
BGIM
117
Brandywine Global Investment Management
Pennsylvania
$61.5M 394,472 -23,240 -6%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$61.4M 393,844 +16,082 +4%
CAM
119
Cacti Asset Management
Georgia
$60.2M 387,566 – –
Nomura Asset Management
120
Nomura Asset Management
Japan
$60.1M 385,822 +16,812 +5%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.8M 383,954 -28,828 -7%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$58.7M 376,717 -361,273 -49%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$58.6M 376,182 +376,182 New
ORIO
124
Old Republic International (ORI)
Illinois
$58.2M 373,400 – –
HCM
125
Hollencrest Capital Management
California
$58M 372,206 +296 +0.1%
3 4
5
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