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United Parcel Service
UPS

Overview Fund Activity

2,186 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
126
First Foundation Advisors
California
$57.2M -$56.3K -361 -0.1%
VPI
127
Value Partners Investments
Manitoba, Canada
$56.9M -$13.7K -88 -0%
EIP
128
Epoch Investment Partners
New York
$56.6M -$13M -83,474 -19%
Squarepoint
129
Squarepoint
New York
$56.4M +$40.6M +260,348 +257%
GT
130
Glenmede Trust
Pennsylvania
$55.1M -$15.3M -98,419 -22%
MSV
131
MN Services Vermogensbeheer
Netherlands
$55M +$904K +5,800 +2%
N
132
Natixis
France
$54.3M +$19.6M +126,013 +57%
Aberdeen Group
133
Aberdeen Group
United Kingdom
$54.2M +$633K +4,063 +1%
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$53.8M +$50.6M +324,800 +1,599%
Cerity Partners
135
Cerity Partners
New York
$53.4M -$4.03M -25,871 -7%
TG
136
TCW Group
California
$52.3M -$7.72M -49,540 -13%
CWM
137
Centric Wealth Management
Illinois
$52.3M -$624K -4,005 -1%
PI
138
PineBridge Investments
New York
$52.3M +$1.06M +6,829 +2%
Boston Partners
139
Boston Partners
Massachusetts
$51.8M -$1.97M -12,661 -4%
SRSA
140
S.R. Schill & Associates
Washington
$51.7M +$18.5K +119 +0%
CCG
141
Capital CS Group
California
$51.4M -$765K -4,907 -1%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$51.1M +$189K +1,210 +0.4%
CG
143
CFO4Life Group
Texas
$49.5M -$262K -1,683 -0.5%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$49.4M -$2.25M -14,412 -4%
DCM
145
Donaldson Capital Management
Indiana
$49.2M +$682K +4,376 +1%
ICG
146
InterOcean Capital Group
Tennessee
$49.1M +$2.24M +14,360 +5%
FCIM
147
Fairview Capital Investment Management
California
$48.4M -$258K -1,653 -0.5%
Capital Fund Management (CFM)
148
Capital Fund Management (CFM)
France
$47.2M +$34.7M +222,615 +278%
Asset Management One
149
Asset Management One
Japan
$46.9M +$125K +804 +0.3%
JPMPWA
150
J.P. Morgan Private Wealth Advisors
California
$46.8M +$46.8M +300,012 New
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