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United Parcel Service
UPS

Overview Fund Activity

1,934 hedge funds and large institutions have $82.2B invested in United Parcel Service in 2020 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 735 increasing their positions, 729 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
+152
Holders Change %
+8.53%
% of All Funds
34.32%
Holding in Top 10
80
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-23.08%
% of All Funds
1.42%
New
279
Increased
735
Reduced
729
Closed
97
Calls
$2.14B
Puts
$1.81B
Net Calls
+$328M
Net Calls Change
-$259M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$381M
3
Korea Investment Corp
Korea Investment Corp
South Korea
+$192M
4
UBS Group
UBS Group
Switzerland
+$137M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$127M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$587M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$351M
3
Bank of America
Bank of America
North Carolina
-$315M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$263M
5
Goldman Sachs
Goldman Sachs
New York
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
1726
Bank Julius Baer & Co
Switzerland
$172K +$150K +888 +668%
NIM
1727
NuWave Investment Management
New Jersey
$170K +$164K +977 +2,961%
JPLA
1728
Joseph P. Lucia & Associates
New York
$168K +$168K +1,000 New
AL
1729
AJO LP
Pennsylvania
$167K -$9.55M -56,989 -98%
EDRH
1730
Edmond de Rothschild Holding
Switzerland
$167K +$8.59K +51 +5%
CI
1731
CX Institutional
Indiana
$162K -$37.7K -224 -19%
SCM
1732
Silvant Capital Management
Georgia
$161K – – –
SBSB
1733
Sullivan, Bruyette, Speros & Blaney
Virginia
$161K +$16.7K +99 +12%
HI
1734
Hudock Inc
Pennsylvania
$159K -$5.87K -35 -4%
WB
1735
Webster Bank
Connecticut
$158K – – –
CWM
1736
Curi Wealth Management
North Carolina
$158K +$158K +944 New
HWA
1737
HHM Wealth Advisors
Tennessee
$153K -$30.2K -179 -16%
LSV Asset Management
1738
LSV Asset Management
Illinois
$151K -$101K -600 -40%
MHR
1739
Matthew Hamilton Rosenberg
$148K +$6.88K +41 +5%
SIMG
1740
Stephens Investment Management Group
Texas
$146K – – –
VRM
1741
Vectors Research Management
New York
$146K +$169 +1 +0.1%
GWS
1742
Glassman Wealth Services
Virginia
$144K +$48.6K +289 +51%
PVH
1743
Psagot Value Holdings
Israel
$143K +$143K +850 New
BA
1744
Bellwether Advisors
Nebraska
$143K +$143K +850 New
AF
1745
Allworth Financial
California
$139K +$2.86K +17 +2%
LC
1746
Lindbrook Capital
California
$139K +$38.9K +232 +39%
AWM
1747
Atticus Wealth Management
Florida
$137K +$22.7K +135 +20%
LF
1748
Lee Financial
Texas
$137K +$69.4K +411 +103%
M
1749
Mirova
France
$137K +$137K +818 New
HCM
1750
Highlander Capital Management
New Jersey
$131K – – –
68 69
70
71 72