UPS icon

United Parcel Service

2,138 hedge funds and large institutions have $95B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,048 increasing their positions, 714 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
-93
Holders Change %
-4.17%
% of All Funds
36.15%
Holding in Top 10
90
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.09%
% of All Funds
1.52%
New
112
Increased
1,048
Reduced
714
Closed
174
Calls
$2.08B
Puts
$1.81B
Net Calls
+$266M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1676
Caerus Investment Advisors
Texas
$366K -$36.5K -200 -9%
ME
1677
McIlrath & Eck
Washington
$366K -$6.58K -36 -2%
SWM
1678
Sugarloaf Wealth Management
Georgia
$366K +$17.4K +95 +5%
MWM
1679
Merriman Wealth Management
Washington
$365K -$21.8M -119,717 -98%
RTS
1680
Round Table Services
New Jersey
$365K -$17.9K -98 -5%
RP
1681
Rice Partnership
Hawaii
$365K
FI
1682
FIDELIS iM
Oregon
$365K
ST
1683
Smithfield Trust
Pennsylvania
$364K +$13.7K +75 +4%
AC
1684
Avestar Capital
New York
$363K +$59.5K +326 +20%
SICM
1685
Sustainable Insight Capital Management
New York
$362K -$21.2K -113 -6%
VCP
1686
Vista Capital Partners
Oregon
$362K
IP
1687
Investment Partners
Ohio
$362K +$10.4K +57 +3%
PAM
1688
Premier Asset Management
Illinois
$361K -$233K -1,197 -39%
SFG
1689
Sather Financial Group
Texas
$361K
BFA
1690
Benedict Financial Advisors
Georgia
$360K +$2.01K +11 +0.6%
RMCM
1691
Reynders McVeigh Capital Management
Massachusetts
$360K +$189K +1,034 +110%
UF
1692
Univest Financial
Pennsylvania
$359K -$17.1K -94 -5%
CAG
1693
Crestwood Advisors Group
Massachusetts
$359K +$15.7K +86 +5%
PP
1694
PFS Partners
New Jersey
$358K
FHC
1695
First Heartland Consultants
Missouri
$358K +$358K +1,962 New
IAS
1696
Investment Advisory Services
Texas
$357K
VCP
1697
Verus Capital Partners
Arizona
$356K -$72K -392 -17%
DBIA
1698
Dumont & Blake Investment Advisors
New Jersey
$356K +$16.1K +88 +5%
SG
1699
Swarthmore Group
Pennsylvania
$355K -$5.67M -31,057 -94%
T
1700
TNF
Montana
$355K -$106K -564 -23%