UPS icon

United Parcel Service

2,222 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 893 increasing their positions, 702 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+252
Holders Change %
+12.79%
% of All Funds
34.32%
Holding in Top 10
91
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+30%
% of All Funds
1.41%
New
372
Increased
893
Reduced
702
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
1301
Capital Advisory Group Advisory Services
Minnesota
$986K +$95K +443 +11%
CTB
1302
Country Trust Bank
Illinois
$984K +$781K +3,644 +385%
ESBC
1303
E.S. Barr & Co
Kentucky
$981K -$7.93K -37 -0.8%
AssetMark Inc
1304
AssetMark Inc
California
$979K +$181K +846 +23%
IWA
1305
IVC Wealth Advisors
Pennsylvania
$977K -$55.3K -258 -5%
SWM
1306
Segment Wealth Management
Texas
$977K +$362K +1,689 +59%
LWM
1307
Lyell Wealth Management
California
$974K +$7.08K +33 +0.7%
WFA
1308
WestHill Financial Advisors
California
$973K +$214 +1 +0%
JWA
1309
JFS Wealth Advisors
Pennsylvania
$972K +$63K +294 +7%
HI
1310
Harbour Investments
Wisconsin
$964K -$2.11M -9,842 -69%
HPC
1311
HM Payson & Co
Maine
$963K +$2.36K +11 +0.2%
CFG
1312
Cooper Financial Group
California
$962K -$79.7K -372 -8%
SFM
1313
Signet Financial Management
New Jersey
$959K +$8.36K +39 +0.9%
PWM
1314
Palumbo Wealth Management
New York
$959K +$31.7K +148 +3%
WFC
1315
Western Financial Corp
California
$958K +$125K +581 +15%
PWP
1316
Principle Wealth Partners
Connecticut
$955K +$37.9K +177 +4%
HCWM
1317
Harrison & Co Wealth Management
Virginia
$947K +$947K +4,420 New
ESCM
1318
Echo Street Capital Management
New York
$945K +$945K +4,409 New
GEA
1319
Glen Eagle Advisors
New Jersey
$938K +$13.9K +65 +2%
MA
1320
MKT Advisors
California
$931K +$931K +4,680 New
FIM
1321
Freedom Investment Management
Connecticut
$929K +$37.5K +175 +4%
SRG
1322
SBB Research Group
Illinois
$928K +$928K +4,327 New
LF
1323
Lantz Financial
Illinois
$925K
IWM
1324
IHT Wealth Management
Illinois
$925K +$54.8K +256 +6%
OFG
1325
OmniStar Financial Group
North Carolina
$924K +$355K +1,657 +62%