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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 %
HAM
1526
Hammer Asset Management
California
$256K -$395K -2,374 -61%
BAM
1527
Bellevue Asset Management
Washington
$256K – – –
GIM
1528
Goelzer Investment Management
Indiana
$256K +$256K +1,535 New
CBT
1529
Central Bank & Trust
Kentucky
$255K +$255K +1,530 New
BAS
1530
Brown Advisory Securities
Maryland
$255K +$255K +1,532 New
TBA
1531
Tower Bridge Advisors
Pennsylvania
$255K +$255K +1,528 New
PFA
1532
Pathway Financial Advisors
Vermont
$252K +$252K +1,505 New
CT
1533
Chicago Trust
Illinois
$252K +$252K +1,515 New
CIC
1534
Cornercap Investment Counsel
Georgia
$251K +$251K +1,511 New
ACM
1535
AUA Capital Management
Pennsylvania
$250K – – –
WP
1536
WealthSource Partners
California
$250K +$250K +1,498 New
FSA
1537
Financial Sense Advisors
California
$250K +$250K +1,500 New
RC
1538
RBO & Co
California
$250K +$250K +1,500 New
LSV Asset Management
1539
LSV Asset Management
Illinois
$249K -$5.2M -31,300 -95%
ONST
1540
Old North State Trust
North Carolina
$249K +$249K +1,494 New
RCG
1541
Rock Creek Group
District of Columbia
$248K -$218K -1,308 -47%
AIM
1542
Avity Investment Management
Connecticut
$246K -$121K -725 -33%
FA
1543
Faithward Advisors
Pennsylvania
$246K +$246K +1,475 New
AO
1544
Advisor OS
Illinois
$244K -$469K -2,806 -66%
CFD
1545
Creative Financial Designs
Indiana
$243K +$221K +1,324 +1,011%
HIC
1546
Harvey Investment Company
Kentucky
$243K +$243K +1,458 New
AIP
1547
Almanack Investment Partners
Pennsylvania
$243K +$243K +1,475 New
PWM
1548
Perigon Wealth Management
California
$239K +$239K +1,435 New
EH
1549
Employers Holdings
Nevada
$238K -$764K -4,590 -76%
MIC
1550
Means Investment Company
Maine
$238K +$3.86K +23 +2%
60 61
62
63 64