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United Parcel Service
UPS

Overview Fund Activity

1,934 hedge funds and large institutions have $82.2B invested in United Parcel Service in 2020 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 735 increasing their positions, 729 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
+152
Holders Change %
+8.53%
% of All Funds
34.32%
Holding in Top 10
80
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-23.08%
% of All Funds
1.42%
New
279
Increased
735
Reduced
729
Closed
97
Calls
$2.14B
Puts
$1.81B
Net Calls
+$328M
Net Calls Change
-$259M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$381M
3
Korea Investment Corp
Korea Investment Corp
South Korea
+$192M
4
UBS Group
UBS Group
Switzerland
+$137M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$127M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$587M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$351M
3
Bank of America
Bank of America
North Carolina
-$315M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$263M
5
Goldman Sachs
Goldman Sachs
New York
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
1651
Compagnie Lombard Odier SCmA
Switzerland
$242K +$242K +1,440 New
CA
1652
Calton & Associates
Florida
$241K -$32.3K -192 -12%
EH
1653
Employers Holdings
Nevada
$241K – – –
BAM
1654
Bellevue Asset Management
Washington
$239K -$8.88K -55 -4%
JAG
1655
Journey Advisory Group
Kentucky
$239K +$239K +1,420 New
DA
1656
Dillon & Associates
Michigan
$238K – – –
VHAM
1657
Van Hulzen Asset Management
California
$238K +$238K +1,416 New
JFL
1658
Jarislowsky, Fraser Ltd
Quebec, Canada
$237K – – –
MHIC
1659
Marble Harbor Investment Counsel
Massachusetts
$236K +$236K +1,400 New
6M
1660
6 Meridian
Kansas
$235K -$4.89K -29 -2%
HWA
1661
HCR Wealth Advisors
California
$235K – – –
MG
1662
Mather Group
Illinois
$235K +$24.1K +143 +11%
OA
1663
Oxbow Advisors
Texas
$234K +$234K +1,391 New
EW
1664
Evoke Wealth
California
$233K – – –
BCM
1665
Becker Capital Management
Oregon
$233K +$233K +1,386 New
KP
1666
Keel Point
Alabama
$232K +$232K +1,379 New
FIA
1667
Foundations Investment Advisors
Arizona
$232K +$232K +1,464 New
MIC
1668
Means Investment Company
Maine
$231K +$325 +2 +0.1%
EVC
1669
Eidelman Virant Capital
Missouri
$231K +$231K +1,370 New
W
1670
Wealthquest
Ohio
$231K +$231K +1,376 New
AL
1671
Aspiriant LLC
California
$230K -$544K -3,254 -70%
PCG
1672
Private Capital Group
Connecticut
$230K -$4.55K -27 -2%
BHBT
1673
Burke & Herbert Bank & Trust
Virginia
$229K -$122K -725 -35%
HFP
1674
Holistic Financial Partners
Indiana
$228K +$8.43K +50 +4%
LIA
1675
LBMC Investment Advisors
Tennessee
$228K +$11.8K +70 +5%
65 66
67
68 69