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United Parcel Service

2,141 hedge funds and large institutions have $68.7B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 815 increasing their positions, 930 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
-17
Holders Change %
-0.79%
% of All Funds
30.97%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
155
Increased
815
Reduced
930
Closed
144
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1401
Claro Advisors
Massachusetts
$533K +$186K +1,367 +54%
SR
1402
Syntax Research
Florida
$533K +$519K +3,808 +3,770%
SAM
1403
Seelaus Asset Management
New Jersey
$531K +$531K +3,896 New
VF
1404
Vest Financial
Virginia
$527K +$527K +3,865 New
SN
1405
Sittner & Nelson
Oregon
$526K +$121K +888 +30%
LG
1406
LaFleur & Godfrey
Michigan
$521K +$521K +3,824 New
JIP
1407
Jaffetilchin Investment Partners
Florida
$521K -$10.5K -77 -2%
SQA
1408
Simon Quick Advisors
New Jersey
$519K -$115K -847 -18%
RFN
1409
RDA Financial Network
Iowa
$519K -$17.7K -130 -3%
QCM
1410
Qsemble Capital Management
New York
$518K -$4.12M -30,241 -89%
LWAM
1411
Legacy Wealth Asset Management
Minnesota
$517K +$18.5K +136 +4%
DW
1412
Durante & Waters
New York
$512K +$136 +1 +0%
RSA
1413
River Street Advisors
Illinois
$510K -$19.4K -142 -4%
FSA
1414
Franklin Street Advisors
North Carolina
$507K -$5.46K -40 -1%
HWA
1415
Heritage Wealth Advisors
Virginia
$504K -$18.4K -135 -4%
FIM
1416
Freedom Investment Management
Connecticut
$504K -$130K -953 -21%
OKSA
1417
O'Keefe Stevens Advisory
New York
$500K +$190K +1,397 +62%
BFO
1418
Boston Family Office
Massachusetts
$499K -$16.1K -118 -3%
SWMG
1419
Sard Wealth Management Group
Georgia
$498K +$273 +2 +0.1%
FAFN
1420
First Affirmative Financial Network
Colorado
$496K +$9.41K +69 +2%
KFS
1421
Keynote Financial Services
Connecticut
$496K +$496K +3,635 New
MAM
1422
Mystic Asset Management
Rhode Island
$495K +$57.8K +424 +13%
SFS
1423
Sharp Financial Services
Pennsylvania
$495K +$178K +1,303 +56%
TCM
1424
Traynor Capital Management
Pennsylvania
$493K -$148K -1,084 -23%
SFP
1425
Shepherd Financial Partners
Massachusetts
$491K +$69.1K +507 +16%