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United Parcel Service
UPS

Overview Fund Activity

1,504 hedge funds and large institutions have $54B invested in United Parcel Service in 2019 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 641 increasing their positions, 539 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
+75
Holders Change %
+5.25%
% of All Funds
32.6%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
153
Increased
641
Reduced
539
Closed
62
Calls
$1.91B
Puts
$873M
Net Calls
+$1.04B
Net Calls Change
+$400M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.64B
2
Capital World Investors
Capital World Investors
California
$1.98B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.19B
4
Boston Partners
Boston Partners
Massachusetts
$388M
5
Ameriprise
Ameriprise
Minnesota
$380M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.46M
2
Parnassus Investments
Parnassus Investments
California
$527M
3
BlackRock
BlackRock
New York
$4.8B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
126
MN Services Vermogensbeheer
Netherlands
$42.6M +$436K +3,900 +1%
ORIO
127
Old Republic International (ORI)
Illinois
$42.6M -$212K -1,900 -0.5%
LPL Financial
128
LPL Financial
California
$42.3M +$1.54M +13,804 +4%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$42.2M +$779K +6,973 +2%
HTC
130
Haverford Trust Company
Pennsylvania
$42M +$2.82M +25,214 +7%
DRZID
131
DePrince Race & Zollo Inc (DRZ)
Florida
$41.8M -$1.45M -13,017 -3%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$41.7M -$781K -6,989 -2%
Kovitz Investment Group Partners
133
Kovitz Investment Group Partners
Illinois
$41.2M -$357K -3,193 -0.9%
FCIM
134
Fairview Capital Investment Management
California
$40.8M +$2.07M +18,546 +5%
TIM
135
Thornburg Investment Management
New Mexico
$40.4M +$4.46M +39,957 +12%
HCM
136
Hollencrest Capital Management
California
$40.4M +$8.16M +73,031 +25%
AA
137
ALPS Advisors
Colorado
$39.3M -$5.45M -48,793 -12%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$39.1M -$1.31M -11,746 -3%
PCA
139
Personal Capital Advisors
California
$38.9M +$3.66M +32,758 +10%
SB
140
Suntrust Banks
Georgia
$38.7M +$5.04M +45,112 +15%
AG
141
Aperio Group
California
$38.3M +$2M +17,874 +6%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$38.2M +$2.88M +25,740 +8%
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$38.2M -$1.13M -10,100 -3%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$37.9M +$212K +1,900 +0.6%
CWM
145
Centric Wealth Management
Illinois
$37.1M -$133K -1,189 -0.4%
Asset Management One
146
Asset Management One
Japan
$37M -$88.5M -792,016 -70%
SRSA
147
S.R. Schill & Associates
Washington
$36.9M – – –
LCAM
148
London & Capital Asset Management
United Kingdom
$35.9M +$1.7M +15,217 +5%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$35.8M – – –
CG
150
CFO4Life Group
Texas
$35.7M -$43.6K -390 -0.1%
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