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United Parcel Service

2,138 hedge funds and large institutions have $95B invested in United Parcel Service in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 1,048 increasing their positions, 714 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
-93
Holders Change %
-4.17%
% of All Funds
36.15%
Holding in Top 10
90
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.09%
% of All Funds
1.52%
New
112
Increased
1,048
Reduced
714
Closed
174
Calls
$2.08B
Puts
$1.81B
Net Calls
+$266M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
1751
Intercontinental Wealth Advisors
Texas
$311K +$109K +596 +54%
EFG
1752
Everhart Financial Group
Ohio
$310K +$310K +1,703 New
MCWA
1753
Meadow Creek Wealth Advisors
Georgia
$308K -$42.5K -233 -12%
MKC
1754
M. Kraus & Co
Vermont
$308K
WR
1755
WD Rutherford
Oregon
$308K +$56.5K +310 +22%
MC
1756
Montag & Caldwell
Georgia
$307K +$307K +1,682 New
EL
1757
Essex LLC
Illinois
$306K +$183 +1 +0.1%
WMA
1758
West Michigan Advisors
Michigan
$306K +$38.7K +212 +14%
LA
1759
Latitude Advisors
Florida
$301K -$568K -3,116 -65%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1760
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$300K -$52.6M -288,425 -99%
EDRH
1761
Edmond de Rothschild Holding
Switzerland
$300K -$155K -851 -34%
WP
1762
WMS Partners
Maryland
$300K +$2.55K +14 +0.9%
WFI
1763
West Family Investments
California
$299K -$77K -422 -20%
ACA
1764
Aspire Capital Advisors
Washington
$299K -$36.5K -200 -11%
EGM
1765
Engineers Gate Manager
New York
$298K -$804K -4,400 -73%
Pacer Advisors
1766
Pacer Advisors
Pennsylvania
$297K -$6.81M -37,273 -96%
WA
1767
WBH Advisory
Maryland
$297K +$185 +1 +0.1%
CFA
1768
CWS Financial Advisors
Michigan
$296K -$5.3K -29 -2%
T
1769
TCWP
Ohio
$295K -$52.5K -288 -15%
PWP
1770
Pursue Wealth Partners
California
$295K
MIC
1771
Means Investment Company
Maine
$294K +$1.46K +8 +0.5%
KA
1772
Kercheville Advisors
Texas
$292K
LNWTC
1773
Laird Norton Wetherby Trust Company
Washington
$291K -$78.6K -431 -21%
SF
1774
Symphony Financial
Texas
$291K +$1.45K +8 +0.5%
BCM
1775
Becker Capital Management
Oregon
$290K +$183 +1 +0.1%