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
$2.91B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$802M
4
TCM
Tybourne Capital Management
Hong Kong
$204M
5
BP
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$328M
2
BlackRock
BlackRock
New York
$7.43B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1651
MV Capital Management
Maryland
$100K – – –
LC
1652
Lindbrook Capital
California
$99K +$1.33K +8 +1%
SBL
1653
Sargent Bickham Lagudis
Colorado
$97K +$166 +1 +0.2%
OSNBOA
1654
Old Second National Bank of Aurora
Illinois
$96K – – –
GWS
1655
Glassman Wealth Services
Virginia
$95K +$12.5K +75 +15%
NFSG
1656
Newbridge Financial Services Group
Florida
$90K +$90K +539 New
SIS
1657
Sound Income Strategies
Florida
$84K -$9.13K -55 -10%
PO
1658
Private Ocean
California
$83K -$5.02K -30 -6%
1IA
1659
1834 Investment Advisors
Wisconsin
$83K – – –
DTIM
1660
Danda Trouve Investment Management
Kansas
$83K +$74.7K +450 +900%
LFG
1661
Larson Financial Group
Missouri
$82K +$832 +5 +1%
GFPC
1662
Global Financial Private Client
Florida
$81.1K -$54.2K -323 -40%
SIM
1663
Sonora Investment Management
Arizona
$81K +$4.8K +29 +6%
PFS
1664
Prospera Financial Services
Texas
$80K -$6.2M -37,098 -99%
HDIM
1665
Hanson & Doremus Investment Management
Vermont
$80K – – –
TFA
1666
Toth Financial Advisory
Virginia
$80K +$166 +1 +0.2%
MAWCM
1667
Mine & Arao Wealth Creation & Management
California
$78K +$332 +2 +0.4%
GAM
1668
Gemmer Asset Management
California
$73K – – –
RIM
1669
Rockbridge Investment Management
New York
$72K -$1.84K -11 -2%
LWA
1670
Lenox Wealth Advisors
New York
$69K +$11.3K +68 +20%
TCM
1671
TD Capital Management
Tennessee
$68K +$335 +2 +0.5%
FCM
1672
Firestone Capital Management
Florida
$67K -$7.54K -45 -10%
LF
1673
Lee Financial
Texas
$67K – – –
FFC
1674
First Financial Corp
Indiana
$67K +$21.9K +130 +49%
FA
1675
Financial Advantage
Maryland
$66K – – –
65 66
67
68 69