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United Parcel Service

2,237 hedge funds and large institutions have $90.9B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 867 increasing their positions, 951 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
35.28%
Holding in Top 10
66
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-38.89%
% of All Funds
1.04%
New
154
Increased
867
Reduced
951
Closed
149
Calls
$2.46B
Puts
$2.49B
Net Calls
-$32.3M
Net Calls Change
-$435M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1676
Aries Wealth Management
Maine
$412K
CWM
1677
Curi Wealth Management
North Carolina
$410K +$2.87K +16 +0.7%
RA
1678
Rational Advisors
New York
$410K +$364K +2,030 +790%
E
1679
ETFidea
New York
$409K
CFO
1680
CVA Family Office
Colorado
$408K -$20.6K -115 -5%
GHA
1681
GW Henssler & Associates
Georgia
$407K -$17K -95 -4%
SWM
1682
Selective Wealth Management
Virginia
$407K +$407K +2,247 New
CT
1683
Cambridge Trust
Massachusetts
$407K -$41.8K -233 -9%
AIA
1684
Alera Investment Advisors
Illinois
$406K +$20.6K +115 +5%
QT
1685
Quantamental Technologies
New York
$406K +$406K +2,264 New
UAML
1686
US Asset Management LLC
Pennsylvania
$404K -$538 -3 -0.1%
SFP
1687
Shepherd Financial Partners
Massachusetts
$402K +$54K +301 +15%
FNA
1688
First National Advisers
Nebraska
$402K -$13.6K -76 -3%
ORC
1689
O'Rourke & Company
Massachusetts
$401K
MCCP
1690
Mission Creek Capital Partners
California
$400K -$116K -645 -22%
VIM
1691
Vinva Investment Management
Australia
$400K -$3.43M -19,465 -90%
BWP
1692
Balboa Wealth Partners
Arizona
$398K -$8.96K -50 -2%
LA
1693
Lane & Associates
New Jersey
$397K +$34.2K +191 +9%
IPW
1694
Impact Partnership Wealth
Georgia
$397K +$397K +2,215 New
FGA
1695
Fortis Group Advisors
New Jersey
$396K -$1.43K -8 -0.4%
G
1696
GenTrust
Florida
$395K -$19.4K -108 -5%
PTC
1697
Petrus Trust Company
Texas
$395K +$81.4K +454 +26%
CG
1698
Clarus Group
Texas
$395K +$395K +2,203 New
TT
1699
TI-Trust
Illinois
$395K
AFP
1700
Alpha Financial Partners
Kentucky
$394K +$9.5K +53 +2%