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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 %
WBC
1701
West Branch Capital
Massachusetts
$237K -$49.8K -274 -17%
TFA
1702
Trinity Financial Advisors
Ohio
$237K
DJSG
1703
D.J. St. Germain
Massachusetts
$236K
CG
1704
Cutler Group
California
$236K
NFG
1705
Nadler Financial Group
Illinois
$235K -$48.7K -267 -17%
DA
1706
Dillon & Associates
Michigan
$235K -$4.91K -27 -2%
PCG
1707
Private Capital Group
Connecticut
$234K -$2.55K -14 -1%
NAS
1708
Nicolet Advisory Services
Wisconsin
$233K +$9.46K +52 +4%
AFAS
1709
Acorn Financial Advisory Services
Virginia
$231K +$2K +11 +0.9%
SMH
1710
Sanders Morris Harris
Texas
$231K +$18.2K +100 +9%
SAM
1711
Seelaus Asset Management
New Jersey
$230K +$3.64K +20 +2%
WA
1712
Wealth Architects
California
$230K +$31K +170 +16%
AMCA
1713
Arthur M. Cohen & Associates
Illinois
$228K
AWA
1714
AmeriServ Wealth Advisors
Pennsylvania
$228K
CYG
1715
Clean Yield Group
Vermont
$228K +$9.64K +53 +4%
NPA
1716
Nichols & Pratt Advisers
Massachusetts
$227K -$27.2K -150 -11%
SB
1717
Strategic Blueprint
Georgia
$226K -$54.4K -299 -19%
TC
1718
Trust Company
Kansas
$226K -$2.19K -12 -1%
KFI
1719
Key Financial Inc
Pennsylvania
$224K +$10.7K +59 +5%
MWP
1720
Madison Wealth Partners
Wisconsin
$224K +$224K +1,228 New
CRC
1721
Curi RMB Capital
Illinois
$223K +$13.7K +75 +7%
PWMG
1722
Prestige Wealth Management Group
New Jersey
$223K +$63.6K +349 +40%
GAB
1723
German American Bancorp
Indiana
$221K +$11.7K +64 +6%
CHP
1724
Cable Hill Partners
Oregon
$221K +$21.1K +116 +11%
GL
1725
Graypoint LLC
New York
$220K +$220K +1,207 New