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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 %
1WA
1251
180 Wealth Advisors
Washington
$607K -$16.4K -94 -3%
CA
1252
Corrado Advisors
New Jersey
$607K – – –
SC
1253
Savant Capital
Illinois
$604K +$35.3K +212 +6%
BO
1254
Bank OZK
Arkansas
$598K – – –
BC
1255
Burney Company
Virginia
$593K -$44.2K -265 -7%
CAW
1256
Cornerstone Advisors (Washington)
Washington
$593K +$40.3K +242 +7%
ML
1257
McAdam LLC
Pennsylvania
$584K -$5.67K -34 -1%
CA
1258
Capital Advantage
California
$583K -$3.15K -18 -0.5%
TCB
1259
Texas Capital Bancshares
Texas
$580K -$9.17K -55 -2%
PG
1260
Patten Group
Tennessee
$579K -$17K -102 -3%
GI
1261
Glovista Investments
New Jersey
$578K +$44.7K +268 +8%
RGC
1262
Roberts, Glore & Co
Illinois
$576K -$33.3K -200 -5%
Verition Fund Management
1263
Verition Fund Management
Connecticut
$573K +$573K +3,441 New
RBC
1264
Roble Belko & Company
Pennsylvania
$571K – – –
HWA
1265
Heritage Wealth Advisors
Virginia
$568K -$15.8K -95 -3%
AIM
1266
ARK Investment Management
Florida
$567K +$126K +754 +28%
IA
1267
IFG Advisors
Missouri
$566K +$3.5K +21 +0.6%
BL
1268
Balentine LLC
Georgia
$565K +$21.3K +128 +4%
BONST
1269
Bank of Nova Scotia Trust
Ontario, Canada
$564K -$294K -1,764 -34%
CFGS
1270
Concourse Financial Group Securities
Alabama
$562K -$22K -132 -4%
TWI
1271
Thomas White International
Illinois
$562K – – –
AAM
1272
Aureus Asset Management
Massachusetts
$560K +$560K +3,360 New
KTC
1273
Kistler-Tiffany Companies
Pennsylvania
$559K +$55.7K +334 +11%
MFG
1274
Menard Financial Group
Texas
$559K +$82.2K +493 +17%
PIM
1275
Profit Investment Management
Maryland
$558K +$11.3K +68 +2%
49 50
51
52 53