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United Parcel Service

1,970 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 877 increasing their positions, 721 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-33
Holders Change %
-1.65%
% of All Funds
34.6%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
877
Reduced
721
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1651
AUA Capital Management
Pennsylvania
$277K +$1.46K +8 +0.5%
IF
1652
Intrua Financial
Texas
$277K +$277K +1,305 New
IC
1653
Inscription Capital
Texas
$275K -$529K -2,904 -66%
BCP
1654
Berkeley Capital Partners
Georgia
$274K +$14.2K +78 +5%
BAM
1655
Bellevue Asset Management
Washington
$273K
RC
1656
RBO & Co
California
$273K
AIM
1657
Avity Investment Management
Connecticut
$269K -$72.9K -400 -21%
AL
1658
Aspiriant LLC
California
$269K -$45.9K -252 -15%
FA
1659
Faithward Advisors
Pennsylvania
$269K
WIC
1660
Whitegate Investment Counselors
New Hampshire
$268K -$21.8K -120 -8%
CCM
1661
Compton Capital Management
Rhode Island
$268K -$3.65K -20 -1%
TIA
1662
Tiemann Investment Advisors
California
$267K
HIC
1663
Harvey Investment Company
Kentucky
$266K
CCM
1664
Corsair Capital Management
New York
$266K +$266K +1,459 New
SHA
1665
Seneca House Advisors
Virginia
$266K +$266K +1,462 New
LWA
1666
Lineweaver Wealth Advisors
Ohio
$265K +$265K +1,458 New
TFS
1667
Thoroughbred Financial Services
Tennessee
$262K
AIP
1668
Almanack Investment Partners
Pennsylvania
$262K +$3.1K +17 +1%
AC
1669
Avestar Capital
New York
$259K +$12.7K +70 +5%
WQ
1670
Wealth Quarterback
New Jersey
$259K +$160K +2,901 +162%
OBWG
1671
Onyx Bridge Wealth Group
New York
$257K -$4.83K -25 -2%
FFG
1672
Frisch Financial Group
New York
$257K +$1.09K +6 +0.4%
BHBT
1673
Burke & Herbert Bank & Trust
Virginia
$256K
DA
1674
Doliver Advisors
Texas
$256K +$4.19K +23 +2%
ER
1675
Enlightenment Research
Florida
$255K -$255K -1,400 -50%