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United Parcel Service
UPS

Overview Fund Activity

2,186 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
151
DZ Bank
Germany
$46.7M -$2.45M -15,749 -5%
SEI Investments
152
SEI Investments
Pennsylvania
$46.5M -$4.22M -27,051 -8%
Schroder Investment Management Group
153
Schroder Investment Management Group
United Kingdom
$45.9M -$15M -96,402 -25%
RRAM
154
River Road Asset Management
Kentucky
$45.8M -$386K -2,477 -0.8%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$45.4M +$2.95M +18,906 +7%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$45.1M +$6.73M +43,495 +18%
RCM
157
RNC Capital Management
California
$45M -$2.12M -13,602 -5%
Aviva
158
Aviva
United Kingdom
$44.9M -$1.32M -8,481 -3%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$44.7M +$2.13M +13,642 +5%
EIC
160
Equity Investment Corp
Georgia
$44.4M +$1.09M +6,980 +3%
Swedbank
161
Swedbank
Sweden
$43.6M +$1.59M +10,217 +4%
Comerica Bank
162
Comerica Bank
Texas
$43.2M +$41.7M +267,429 +2,668%
GIA
163
Gateway Investment Advisers
Ohio
$42.9M -$393K -2,522 -0.9%
GC
164
Guggenheim Capital
Illinois
$42.7M +$1.01M +6,505 +2%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$42.4M -$1.91M -12,240 -4%
UM
166
UniSuper Management
Australia
$42.1M +$2.94M +18,852 +8%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$40.6M +$2.18K +14 +0%
CI
168
Cambiar Investors
Colorado
$40.3M +$2.55M +16,331 +7%
KBC Group
169
KBC Group
Belgium
$39.6M +$2.01M +12,871 +5%
MIS
170
Morningstar Investment Services
Illinois
$39.3M -$499K -3,210 -1%
RFC
171
Regions Financial Corp
Alabama
$38.6M -$574K -3,685 -1%
Creative Planning
172
Creative Planning
Kansas
$37.1M +$2.37M +15,180 +7%
Pacer Advisors
173
Pacer Advisors
Pennsylvania
$37M +$1.15M +7,367 +3%
Two Sigma Investments
174
Two Sigma Investments
New York
$36.4M +$15.3M +98,373 +73%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$35.7M +$3.11M +19,971 +10%
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