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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 %
MHIC
1676
Marble Harbor Investment Counsel
Massachusetts
$255K +$72.9K +400 +40%
CAMG
1677
CWA Asset Management Group
Florida
$252K +$12.4K +68 +5%
DFG
1678
Demars Financial Group
Washington
$251K -$225K -1,239 -47%
PB
1679
Pinnacle Bancorp
Nebraska
$251K -$2.73K -15 -1%
JAG
1680
Journey Advisory Group
Kentucky
$251K +$1.46K +8 +0.6%
GSWM
1681
Golden State Wealth Management
California
$250K -$1.09K -6 -0.4%
HI
1682
Hudock Inc
Pennsylvania
$250K +$79.8K +438 +47%
M
1683
Mirova
France
$248K +$23.7K +130 +11%
DAM
1684
Derbend Asset Management
Georgia
$248K +$248K +1,362 New
ROTUOC
1685
Regents of the University of California
California
$246K
SIM
1686
SSI Investment Management
California
$245K
AWM
1687
Act Wealth Management
Texas
$245K
SFS
1688
Summit Financial Strategies
Ohio
$244K
FWM
1689
Fairhaven Wealth Management
Illinois
$244K +$182 +1 +0.1%
RMDI
1690
R.M. Davis Inc
Maine
$243K -$6.37K -35 -3%
CSPAM
1691
Cary Street Partners Asset Management
Virginia
$242K
WP
1692
WealthPLAN Partners
Nebraska
$242K +$242K +1,176 New
HFP
1693
Holistic Financial Partners
Indiana
$242K +$242K +1,331 New
PWM
1694
Prentice Wealth Management
New York
$241K +$1.64K +9 +0.7%
VC
1695
Vestor Capital
Illinois
$241K +$241K +1,325 New
TIA
1696
Traphagen Investment Advisors
New Jersey
$241K -$20M -109,633 -99%
WMA
1697
Wealth Management Associates
New Jersey
$240K +$5.83K +32 +2%
STA
1698
Summit Trail Advisors
New York
$239K +$34.8K +191 +17%
ECG
1699
Edge Capital Group
Georgia
$239K +$239K +1,313 New
WR
1700
WD Rutherford
Oregon
$238K