UPS icon

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 %
JWM
1376
Jeppson Wealth Management
California
$562K +$20K +110 +4%
KPW
1377
Kore Private Wealth
New York
$557K +$10.7K +59 +2%
DA
1378
Detalus Advisors
Missouri
$557K +$54.6K +300 +11%
RWA
1379
Redhawk Wealth Advisors
Minnesota
$556K -$34.2K -188 -6%
NP
1380
NorthRock Partners
Minnesota
$556K +$114K +605 +26%
AIC
1381
Archer Investment Corporation
Indiana
$555K -$219K -1,200 -28%
SAM
1382
Secure Asset Management
Michigan
$554K +$156K +857 +39%
LFA
1383
Landmark Financial Advisors
Kentucky
$551K -$8.5K -50 -2%
RGC
1384
Roberts, Glore & Co
Illinois
$551K +$41.9K +230 +8%
MFW
1385
Meristem Family Wealth
Minnesota
$551K +$308K +1,692 +127%
EWM
1386
EPG Wealth Management
Georgia
$550K +$14.2K +78 +3%
NEAM
1387
New England Asset Management
Connecticut
$549K +$196K +1,074 +55%
AG
1388
AIA Group
Hong Kong
$548K -$826K -4,534 -60%
HCA
1389
Harbour Capital Advisors
Virginia
$548K
OWA
1390
Octavia Wealth Advisors
Ohio
$547K -$4K -22 -0.7%
WA
1391
WestEnd Advisors
North Carolina
$546K -$623K
MJRIC
1392
Mogy Joel R Investment Counsel
California
$546K
LFM
1393
Lumina Fund Management
New York
$546K +$546K +3,000 New
MCM
1394
Magnolia Capital Management
New York
$546K +$546K +3,000 New
B
1395
Bailard
California
$545K
RWM
1396
Ritholtz Wealth Management
New York
$545K +$8.02K +44 +1%
FAM
1397
Formidable Asset Management
Ohio
$544K +$18.2K +100 +3%
MWA
1398
Meridian Wealth Advisors
Texas
$539K +$6.74K +37 +1%
1WA
1399
180 Wealth Advisors
Washington
$538K -$18.8K -97 -3%
FHA
1400
Flagship Harbor Advisors
Massachusetts
$538K