UPS icon

United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$932M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$544M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$310M
4
TCM
Tybourne Capital Management
Hong Kong
+$204M
5
BP
BBR Partners
New York
+$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$417M
2
BlackRock
BlackRock
New York
-$344M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$342M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$231M
5
Charles Schwab
Charles Schwab
California
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
1501
Measured Wealth Private Client Group
New Hampshire
$283K -$29.6K -178 -9%
HB
1502
Horizon Bancorp
Indiana
$281K -$23.6K -142 -8%
TCA
1503
Transcend Capital Advisors
New Jersey
$281K +$281K +1,687 New
TF
1504
TimeScale Financial
Massachusetts
$280K +$1.85K +11 +0.7%
MFG
1505
Magnus Financial Group
New York
$277K -$447K -2,685 -62%
VCM
1506
Vigilant Capital Management
Maine
$274K -$20.8K -125 -7%
CAG
1507
Crestwood Advisors Group
Massachusetts
$273K +$273K +1,638 New
WP
1508
WMS Partners
Maryland
$273K +$273K +1,640 New
CCA
1509
Cobblestone Capital Advisors
New York
$273K +$273K +1,641 New
CA
1510
Calton & Associates
Florida
$271K -$441K -2,641 -62%
PL
1511
Plancorp LLC
Missouri
$270K -$57K -342 -17%
LJAC
1512
L.J. Altfest & Co
New York
$269K -$36.6K -220 -12%
S
1513
SimplyRich
California
$269K +$269K +1,614 New
CCM
1514
Compton Capital Management
Rhode Island
$269K +$269K +1,615 New
SNBOSD
1515
Security National Bank of So Dak
Iowa
$268K +$268K +1,611 New
LJHT
1516
Laurie J. Hall Trustee
$267K +$267K +1,600 New
GC
1517
Grace Capital
Massachusetts
$266K -$200K -1,200 -43%
RMDI
1518
R.M. Davis Inc
Maine
$265K +$265K +1,588 New
ST
1519
Somerset Trust
Pennsylvania
$264K +$264K +1,582 New
WBC
1520
West Branch Capital
Massachusetts
$264K +$264K +1,583 New
EM
1521
ELCO Management
New York
$264K +$264K +1,585 New
AWE
1522
Avidian Wealth Enterprises
Texas
$264K +$264K +1,587 New
PWC
1523
PYA Waltman Capital
Tennessee
$262K +$262K +1,573 New
CFC
1524
Coyle Financial Counsel
Illinois
$261K +$261K +1,568 New
IFAM
1525
Institutional & Family Asset Management
Colorado
$259K -$105K -630 -29%
59 60
61
62 63