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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 %
GDP
1551
Great Diamond Partners
Maine
$238K +$238K +1,430 New
CWM
1552
Circle Wealth Management
New Jersey
$238K +$238K +1,430 New
DA
1553
Dillon & Associates
Michigan
$237K -$169K -1,008 -42%
6M
1554
6 Meridian
Kansas
$237K +$237K +1,423 New
AWA
1555
Arkadios Wealth Advisors
Georgia
$235K -$97.5K -559 -29%
JFL
1556
Jarislowsky, Fraser Ltd
Quebec, Canada
$234K +$234K +1,410 New
NPA
1557
Nichols & Pratt Advisers
Massachusetts
$233K +$233K +1,400 New
IAP
1558
Indie Asset Partners
Indiana
$232K -$87.1K -522 -27%
PCG
1559
Private Capital Group
Connecticut
$232K +$23.7K +142 +11%
OL
1560
Optas LLC
Texas
$232K +$232K +1,392 New
HWA
1561
HCR Wealth Advisors
California
$232K +$232K +1,393 New
EW
1562
Evoke Wealth
California
$231K +$9.17K +55 +4%
SFO
1563
Stokes Family Office
Louisiana
$231K +$231K +1,384 New
ME
1564
McIlrath & Eck
Washington
$227K +$44.4K +267 +24%
ROTUOC
1565
Regents of the University of California
California
$225K +$225K +1,350 New
CRC
1566
Curi RMB Capital
Illinois
$225K +$225K +1,350 New
PTP
1567
Platform Technology Partners
New York
$225K +$225K +1,353 New
WMA
1568
Wealth Management Associates
New Jersey
$225K +$225K +1,350 New
EB
1569
Eastern Bank
Massachusetts
$224K -$300K -1,800 -57%
GSWM
1570
Golden State Wealth Management
California
$222K -$479K -2,879 -68%
PFGIA
1571
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$11.8K +71 +6%
CFA
1572
CWS Financial Advisors
Michigan
$222K +$222K +1,334 New
WAG
1573
Winthrop Advisory Group
Massachusetts
$221K +$221K +1,304 New
SFG
1574
Summit Financial Group
West Virginia
$220K +$220K +1,320 New
MMM
1575
Mendel Money Management
Illinois
$220K +$220K +1,320 New
61 62
63
64 65