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United Parcel Service

1,970 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 877 increasing their positions, 721 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-33
Holders Change %
-1.65%
% of All Funds
34.6%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
877
Reduced
721
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Shares
Change %
EHWM
1226
Eads & Heald Wealth Management
Georgia
$819K
VA
1227
Valmark Advisers
Ohio
$818K -$39.9K -219 -5%
BPC
1228
Banque Pictet & Cie
Switzerland
$818K
HPC
1229
HM Payson & Co
Maine
$816K +$182 +1 +0%
RIL
1230
Rothschild Investment LLC
Illinois
$808K -$323K -1,774 -29%
OPS
1231
Orion Portfolio Solutions
Nebraska
$808K +$77.2K +424 +11%
SFM
1232
Signet Financial Management
New Jersey
$808K +$808K +4,435 New
FG
1233
Fiduciary Group
Georgia
$806K -$31.6K -145 -4%
EWM
1234
Evermay Wealth Management
Virginia
$795K -$32.8K -180 -4%
CQS
1235
Credential Qtrade Securities
$793K +$99.2K +545 +14%
RWA
1236
Ropes Wealth Advisors
Massachusetts
$789K +$18.2K +100 +2%
PWM
1237
Palumbo Wealth Management
New York
$788K -$230K -1,263 -23%
LF
1238
Lantz Financial
Illinois
$786K -$77.6K -426 -9%
PFGIA
1239
Patriot Financial Group Insurance Agency
Massachusetts
$786K +$71.1K +390 +10%
GEA
1240
Glen Eagle Advisors
New Jersey
$785K +$15.8K +87 +2%
PWP
1241
Principle Wealth Partners
Connecticut
$779K -$24.4K -134 -3%
TBNY
1242
Trustco Bank (New York)
New York
$779K +$18.2K +100 +2%
LFA
1243
Legacy Financial Advisors
Kentucky
$779K +$38.4K +211 +5%
EVC
1244
Eidelman Virant Capital
Missouri
$777K -$4.6K -25 -0.6%
FIA
1245
Foundations Investment Advisors
Arizona
$775K +$26.2K +146 +4%
JWA
1246
JFS Wealth Advisors
Pennsylvania
$772K +$765K +4,203 +11,675%
HIIFS
1247
Harel Insurance Investments & Financial Services
Israel
$770K -$1.12M -6,148 -59%
CFS
1248
CRA Financial Services
New Jersey
$766K -$3.46K -19 -0.4%
SAM
1249
S.A. Mason
Michigan
$766K +$45.5K +250 +6%
MHC
1250
Meyer Handelman Company
New York
$765K