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United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.91B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$802M
4
TCM
4
Tybourne Capital Management
Hong Kong
$204M
5
BP
5
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$328M
2
BlackRock
2
BlackRock
New York
$7.43B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
151
Donaldson Capital Management
Indiana
$45M +$124K +744 +0.3%
Artisan Partners
152
Artisan Partners
Wisconsin
$45M +$45M +270,103 New
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$45M -$87.6K -520 -0.2%
CI
154
Conning Inc
Connecticut
$44.8M -$24.8M -149,025 -36%
PCA
155
Personal Capital Advisors
California
$44.5M -$17.4M -104,562 -28%
MCM
156
Marsico Capital Management
Colorado
$44.3M +$44.3M +266,010 New
RHBC
157
R.H. Bluestein & Co
Michigan
$44.1M +$17.4M +104,349 +65%
RPI
158
Railway Pension Investments
United Kingdom
$43.8M +$13.1M +78,900 +43%
MA
159
MUFG Americas
New York
$43.7M -$1.38M -8,288 -3%
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$43.4M -$30.6M -183,802 -41%
AIG
161
American International Group
New York
$43.3M -$1.38M -8,262 -3%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$42.9M +$14.7M +88,145 +52%
ST
163
Sabal Trust
Florida
$42.4M -$3.92M -23,530 -8%
CI
164
Cambiar Investors
Colorado
$42M -$5.77M -34,650 -12%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$41.9M +$19.1M +112,600 +84%
Mariner
166
Mariner
Kansas
$41.7M +$22.2K +133 +0.1%
BHIA
167
Birch Hill Investment Advisors
Massachusetts
$41.3M +$40.3K +242 +0.1%
MWNA
168
Marshall Wace North America
New York
$41.2M +$41.2M +247,317 New
AIA
169
Avalon Investment & Advisory
Texas
$40.1M -$9.14M -54,827 -19%
LCAM
170
London & Capital Asset Management
United Kingdom
$39.9M +$1.05M +6,324 +3%
MIS
171
Morningstar Investment Services
Illinois
$39.7M -$5.46M -32,387 -12%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$39.7M +$19.1M +114,838 +93%
VDI
173
Vaughan David Investments
Illinois
$39.5M -$652K -3,915 -2%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$38.4M +$1.58M +9,500 +4%
Aviva
175
Aviva
United Kingdom
$38M -$1.22M -7,299 -3%
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