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United Parcel Service

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
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
1601
Country Trust Bank
Illinois
$204K +$3K +18 +1%
MFW
1602
Meristem Family Wealth
Minnesota
$204K +$204K +1,226 New
NAS
1603
Nicolet Advisory Services
Wisconsin
$203K -$226K -1,353 -53%
VWM
1604
Vigilare Wealth Management
Arizona
$202K +$202K +1,210 New
BFPW
1605
BOK Financial Private Wealth
Colorado
$202K +$202K +1,212 New
GBBWRPM
1606
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$202K +$202K +1,213 New
WCM
1607
Weld Capital Management
New York
$200K -$673K -4,034 -77%
PCM
1608
Penserra Capital Management
California
$198K +$23.3K +140 +13%
CI
1609
CX Institutional
Indiana
$198K +$63.9K +383 +48%
AAP
1610
Arax Advisory Partners
Colorado
$193K +$11.3K +68 +6%
ADL
1611
Asset Dedication LLC
California
$189K +$17K +101 +10%
EFSCE
1612
Enterprise Financial Services Corp (EFSC)
Missouri
$187K +$1.17K +7 +0.6%
CHA
1613
Carmichael Hill & Associates
Maryland
$183K -$49.9K -300 -21%
TWA
1614
TCI Wealth Advisors
Arizona
$182K +$5.51K +33 +3%
HWA
1615
HHM Wealth Advisors
Tennessee
$181K
CPA
1616
Cowen Prime Advisors
New York
$180K +$130K +780 +260%
BFC
1617
Bedel Financial Consulting
Indiana
$179K -$83.6K -501 -32%
LAS
1618
Lloyd Advisory Services
Georgia
$176K -$192K -1,154 -52%
EIP
1619
Ellis Investment Partners
Pennsylvania
$175K +$998 +6 +0.6%
MG
1620
MilWealth Group
Wisconsin
$172K -$41.7K -250 -19%
PCWA
1621
Pacific Capital Wealth Advisors
California
$168K +$168K +1,007 New
SB
1622
Strategic Blueprint
Georgia
$167K +$167K +1,001 New
HI
1623
Hudock Inc
Pennsylvania
$163K +$34.3K +207 +27%
WCG
1624
Weaver Consulting Group
California
$162K -$271K -1,622 -63%
SCM
1625
Silvant Capital Management
Georgia
$160K