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United Parcel Service
UPS

Overview Fund Activity

2,187 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, 886 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.87%
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
886
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$900M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
Marshall Wace
Marshall Wace
United Kingdom
+$146M
4
Franklin Resources
Franklin Resources
California
+$138M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$479M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$408M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$342M
4
JIM
Jensen Investment Management
Oregon
-$225M
5
Ameriprise
Ameriprise
Minnesota
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
1751
Evoke Wealth
California
$319K +$12.8K +82 +4%
MWM
1752
Merriman Wealth Management
Washington
$319K +$7.17K +46 +2%
CFO
1753
CVA Family Office
Colorado
$318K -$36.2K -232 -10%
NEWAS
1754
N.E.W. Advisory Services
Wisconsin
$318K +$25.4K +163 +9%
TCB
1755
Texas Capital Bancshares
Texas
$317K -$1.25K -8 -0.4%
RWI
1756
Red Wave Investments
Pennsylvania
$317K -$312 -2 -0.1%
BFA
1757
Benedict Financial Advisors
Georgia
$317K +$2.03K +13 +0.6%
HR
1758
Howe & Rusling
New York
$317K +$624 +4 +0.2%
DC
1759
Darrow Company
Massachusetts
$316K +$468 +3 +0.1%
EFSCE
1760
Enterprise Financial Services Corp (EFSC)
Missouri
$315K -$16.1K -103 -5%
WP
1761
WealthPLAN Partners
Nebraska
$315K +$106K +683 +51%
FWTB
1762
First Western Trust Bank
Colorado
$314K – – –
CAM
1763
Cozad Asset Management
Illinois
$314K – – –
BAM
1764
Bosun Asset Management
Illinois
$313K – – –
CIA
1765
Caerus Investment Advisors
Texas
$313K – – –
RP
1766
Rice Partnership
Hawaii
$312K – – –
LA
1767
Latitude Advisors
Florida
$312K -$28.5K -183 -8%
SAG
1768
Spotlight Asset Group
Illinois
$311K – – –
RAG
1769
RIA Advisory Group
Iowa
$311K – – –
YLHM
1770
Yelin Lapidot Holdings Management
Israel
$310K +$310K +1,995 New
WB
1771
West Bancorporation
Iowa
$310K +$1.87K +12 +0.6%
HS
1772
Horan Securities
United States
$309K -$1.34M -8,569 -81%
GHAM
1773
Gilman Hill Asset Management
Connecticut
$309K -$5.46K -35 -2%
SFG
1774
Sather Financial Group
Texas
$308K -$116K -747 -27%
PP
1775
PFS Partners
New Jersey
$306K – – –
69 70
71
72 73