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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 %
WMA
1676
Wealth Management Associates
New Jersey
$228K +$337 +2 +0.1%
ROTUOC
1677
Regents of the University of California
California
$227K – – –
EB
1678
Eastern Bank
Massachusetts
$227K – – –
TWM
1679
Titus Wealth Management
California
$225K +$10.8K +64 +5%
FWM
1680
Fairhaven Wealth Management
Illinois
$225K +$225K +1,337 New
SIM
1681
SSI Investment Management
California
$224K +$224K +1,329 New
MMM
1682
Mendel Money Management
Illinois
$222K – – –
WCF
1683
West Coast Financial
California
$221K +$221K +1,313 New
PB
1684
Pinnacle Bancorp
Nebraska
$220K – – –
VIM
1685
Vista Investment Management
Pennsylvania
$219K +$842 +5 +0.4%
TFA
1686
Trinity Financial Advisors
Ohio
$219K +$219K +1,300 New
DJSG
1687
D.J. St. Germain
Massachusetts
$218K – – –
MFW
1688
Meristem Family Wealth
Minnesota
$217K +$10.3K +61 +5%
ACM
1689
Advisors Capital Management
New Jersey
$217K +$217K +1,294 New
MWPCG
1690
Measured Wealth Private Client Group
New Hampshire
$213K -$73.5K -436 -26%
AFAS
1691
Acorn Financial Advisory Services
Virginia
$213K +$1.68K +10 +0.8%
DCM
1692
Driehaus Capital Management
Illinois
$213K +$213K +1,264 New
WBC
1693
West Branch Capital
Massachusetts
$212K -$54.6K -324 -20%
OWA
1694
Opal Wealth Advisors
New York
$212K +$212K +1,260 New
AWA
1695
AmeriServ Wealth Advisors
Pennsylvania
$212K +$212K +1,261 New
PFA
1696
Pathway Financial Advisors
Vermont
$211K -$26.2K -166 -11%
LA
1697
Latitude Advisors
Florida
$209K +$209K +1,243 New
MS
1698
Maven Securities
Jersey
$208K +$208K +1,236 New
VWM
1699
Vigilare Wealth Management
Arizona
$207K +$3.37K +20 +2%
HAS
1700
HBW Advisory Services
California
$207K +$207K +1,232 New
66 67
68
69 70