UPS icon

United Parcel Service

1,596 hedge funds and large institutions have $44.8B invested in United Parcel Service in 2020 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 705 increasing their positions, 568 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
-25
Holders Change %
-1.54%
% of All Funds
35.26%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.17%
New
163
Increased
705
Reduced
568
Closed
162
Calls
$1.34B
Puts
$850M
Net Calls
+$493M
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
1326
ARK Investment Management
Florida
$242K +$1.68K +18 +0.7%
MAM
1327
Martingale Asset Management
Massachusetts
$240K -$473K -5,060 -66%
UC
1328
Unio Capital
New Jersey
$240K
NNP
1329
Nachman Norwood & Parrott
South Carolina
$239K -$26.5K -283 -10%
EWM
1330
EPG Wealth Management
Georgia
$237K +$128K +1,375 +118%
DFG
1331
Demars Financial Group
Washington
$237K +$237K +2,540 New
WPW
1332
Waldron Private Wealth
Pennsylvania
$235K -$18.8K -202 -7%
LWM
1333
Liberty Wealth Management
California
$234K +$4.98K +51 +2%
FBC
1334
Fairfield, Bush & Co
Connecticut
$234K +$234K +2,500 New
JA
1335
JOYN Advisors
Georgia
$234K +$234K +2,505 New
VCM
1336
Versant Capital Management
Arizona
$233K -$3.91K -42 -2%
LSV Asset Management
1337
LSV Asset Management
Illinois
$233K
PPSG
1338
Princeton Portfolio Strategies Group
New Jersey
$232K
CT
1339
Cambridge Trust
Massachusetts
$231K -$26.1K -279 -10%
Pacer Advisors
1340
Pacer Advisors
Pennsylvania
$230K +$9.26K +90 +4%
CCM
1341
Crossvault Capital Management
Texas
$229K
CIC
1342
Chase Investment Counsel
Virginia
$228K
BFA
1343
Bragg Financial Advisors
North Carolina
$227K -$27.1K -290 -11%
3F
1344
360 Financial
Minnesota
$226K +$94 +1 +0%
CPIA
1345
Cornell Pochily Investment Advisors
New York
$226K +$561 +6 +0.2%
1W
1346
1776 Wealth
Georgia
$226K +$113K +1,080 +100%
WP
1347
WealthSource Partners
California
$225K -$103K -1,106 -31%
BCA
1348
Bay Colony Advisors
Massachusetts
$224K -$76.9K -824 -26%
MWA
1349
Meridian Wealth Advisors
Texas
$224K -$54K -578 -19%
DDC
1350
DF Dent & Co
Maryland
$223K -$25.6K -275 -10%