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United Parcel Service

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
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1726
AlphaMark Advisors
Kentucky
$25K
CFO
1727
CVA Family Office
Colorado
$24K -$44.5K -263 -65%
Bank Julius Baer & Co
1728
Bank Julius Baer & Co
Switzerland
$22K -$350K -2,115 -94%
ARMC
1729
American Research & Management Company
Massachusetts
$21K -$5.83K -35 -22%
PCFFS
1730
Pacific Center for Financial Services
California
$21K
PFG
1731
Pacific Financial Group
Washington
$21K +$21K +125 New
HGWM
1732
Harvest Group Wealth Management
Massachusetts
$19K -$3.36K -20 -15%
ETI
1733
Enterprise Trust & Investment
California
$19K
BWL
1734
Bogart Wealth LLC
Virginia
$18K -$5.26K -33 -23%
RCC
1735
Red Cedar Capital
Nebraska
$18K
DSC
1736
Duncker Streett & Co
Missouri
$17K
AWM
1737
AllSquare Wealth Management
New York
$17K
DOA
1738
D'Orazio & Associates
Virginia
$17K
AW
1739
Avion Wealth
Texas
$16K +$163 +1 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1740
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15K
EWA
1741
Evolution Wealth Advisors
Florida
$15K
LGWM
1742
Litman Gregory Wealth Management
California
$14K +$14K +86 New
JIR
1743
James Investment Research
Ohio
$13K
SL
1744
Savior LLC
Massachusetts
$12K
PW
1745
Price Wealth
Texas
$11K
CM
1746
Capula Management
Cayman Islands
$11K +$11K +68 New
DI
1747
Disciplined Investments
Oklahoma
$10K -$19.8K -113 -66%
HS
1748
Horan Securities
United States
$10K -$3.83K -23 -28%
SA
1749
SRH Advisors
Kansas
$10K
MFT
1750
Moisand Fitzgerald Tamayo
Florida
$9K